Create a household staff relationship

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a relationship between a staff member at a business location and a household.

    Vorbereitungen

    Role required: admin, sn_crm_household_relationship_data_manager, sn_customerservice_manager, sn_customerservice.svc_location_manager, sn_customerservice.svc_location_manager_contributor, and sn_bus_loc.location_relationship_manager

    Warum und wann dieser Vorgang ausgeführt wird

    Users who have been added as staff members to a business location can be assigned a household relationship.

    Relationships are based on responsibilities. A responsibility definition describes a role or a function that supports a customer or consumer. To create a household relationship, use the Relationship Manager responsibility.

    Prozedur

    1. Navigate to All > Customer Service > Service Organizations > Internal/External Business Locations.
    2. Select either an internal or an external business location.
    3. In the Household Staff Relationships related list, select New.
      This related list shows the households that have a relationship to any staff member for the location.
    4. In the Household field, select the consumer to which the user is assigned.
    5. In the Responsibility field, select the Relationship Manager responsibility.
    6. In the User field, select the staff member to fulfill the responsibility.
    7. Select Submit.
      The relationship is added to the Household Staff Relationships related list.