Create customer relationships
The Customer Service Management application provides the ability to establish different types of relationships between partners, customers, and contacts.
These relationships make account and asset management easy and flexible. The following table describes the available customer relationships.
| Relationship | Description | Benefit |
|---|---|---|
| Bi-directional account relationship | Create a relationship between:
|
An account relationship enables partner account contacts with the partner role or the partner administrator role to create and manage cases for their partner account. |
| Account hierarchy | Create a parent-child relationship between accounts. | An account hierarchy enables an account contact with the customer administrator role to manage the child accounts. |
| Contact relationship | Add a contact from a third account to either of the accounts in an account relationship. | A contact relationship enables a contact with the customer role or customer administrator role to manage the account for which the contact relationship has been established. |