Create a business contact account from license or permit application data

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • Use the contact information for related parties entered on a license or permit application to create new business contact accounts.

    Before you begin

    Role required: sn_gsm.constituent_agent, sn_gsm.relationship_agent, sn_gsm.government_service_manager, sn_gsm.business_agent, sn_gsm.agency_constituent_agent, sn_gsm.agency_manager, sn_gsm.agency_agent

    Procedure

    1. Navigate to the CSM Configurable Workspace and select lnteractions > All.
    2. Select the interaction number to open an existing interaction record, or select the new icon New icon. to create an interaction.
    3. Select the interaction type and assign the interaction to a user.
    4. Optional: Enter a short description of the interaction.
    5. Select Save.
    6. Select Create Business and fill in the fields.
    7. Select Submit.