Create customer accounts
An account is a supported external customer. Use the Customer Service Management application to create account records.
Before you begin
Role required: One of the following roles:
- sn_crm_account_data_manager
- sn_crm_account_relationship_data_manager
- sn_crm_foundation_data_manager
- sn_crm_foundation_admin
- sn_customerservice_manager
- admin
About this task
There are two types of accounts: customer accounts and partner accounts. The Customer and Partner fields on the Account form denote the account type. An account can be a customer account, a partner account, or both.
A partner is a supported external customer that sells to and supports other customers. A partner can report and manage cases on behalf of customers. A partner can also be a customer.
Procedure
Navigate to All > Customer Service > Customer and select one of the following actions:
- To create a customer account, select Accounts.
- To create a partner account, select Partners.
- Select New and fill in the fields on the Account form.
When a new customer account record is created, the system uses the com.snc.cs_base.last.generated.code.tree.path system property to determine a unique account code value for the account. The property is updated with the latest value to confirm the next account record receives a unique account code.
Note: If the property is reset to its original value, the system might attempt to create accounts using already assigned account codes, which can result in an invalid insert.
Select Submit.