Create a contact relationship for an account

Create a contact relationship for an account by selecting a contact and then assigning a responsibility to that contact in the Customer Service Management (CSM) application. Through this relationship, a contact can effectively manage the accounts and can execute actions on behalf of the associated accounts.

Before you begin

Role required: sn_customerservice_manager or admin

About this task

Starting with the Xanadu release, Customer Service Management (CSM) introduced the Prevent duplicate for account-contactbusiness rule. By using this business rule, an administrator can assign multiple responsibilities per account for a contact.

Procedure

1. Navigate to All > Customer Service > Customer > Accounts or Partners.
2. Select an account.
3. In the Contact Relationships related list, select New.
4. On the form, fill in the fields.
   For a description of the field values, see Contact Relationship form.
5. Select Submit.
   The contact name, account, and responsibility are added to the Contact Relationships related list.