Customer data

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Customer data for Customer Service Management (CSM) includes information about the customer and accounts.

    Table 1. Creating account, contact, and consumer data
    Task Description
    Configure accounts and contacts Accounts and contacts are customers in the business-to-business (B2B) business model. Create customer accounts, partner accounts, and contacts who are employees of those accounts.
    Configure consumers Consumers are customers in the business-to-consumer (B2C) business model.
    Use the enhanced address data model for accounts Businesses often share addresses between accounts, within an account hierarchy, or across hierarchies. Using an enhanced address data model makes it possible to link a location with multiple accounts.