Create a consumer record

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Consumer service agents and managers can create consumer records from the Customer Service Management application.

    始める前に

    Role required: One of the following roles:
    • sn_crm_consumer_data_manager
    • sn_crm_consumer_relationship_data_manager
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin
    • sn_customerservice.consumer_agent
    • sn_customerservice_manager
    • admin

    手順

    1. Navigate to All > Customer Service > Customer > Consumers.
    2. Select New.
    3. Fill in the fields on the Consumer form as necessary.
    4. Fill in the fields on the Primary Address tab.
      A consumer can have multiple addresses but only one primary address. The primary address is stored in the Primary Address tab on the Consumer form and in the Addresses related list.
    5. If desired, fill in any of the fields on the Preferences tab.
    6. Select Submit.
      The record is added to the Consumers table (csm_consumer). The primary address is added to the Addresses related list and the Primary field is set to true.