Create and associate a location to a consumer profile

Create a location and associate it with the consumer profile in the Customer Service Management (CSM) application. With this functionality, you can create and associate multiple addresses to a consumer profile that serve other purposes.

Before you begin

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
• admin

About this task

Here's an example of why a user created and associated a location to the consumer profile. In the Healthcare and Life Sciences industry, clinicians can store multiple addresses for a patient profile, like mailing addresses for sending reports and home addresses for sample collections.

Procedure

1. In the navigation filter, enter sn_csm_consumer_profile_location_list.do.

2. In the Consumer Profile Locations record, select a consumer profile.

3. In the Location field, select the lookup icon

1. In the Consumer Profile Locations record, select New.

2. On the form, fill in the fields.

   Note: Ensure that you fill in the Consumer field in the Location form. If the Consumer field is empty, you get an error.

3. Select Submit.

   Note: If multiple consumer profile location records are associated with the location, you can't delete a location record.

   A new address is created and added to the Location field. You can associate this location to the consumer profile. For a description of the field values, see Consumer Profile Location table.

4. Select Update.

Related topics

Associate an existing consumer location with a consumer profile