Create customer accounts

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

    • An account is a supported external customer. Use the Customer Service Management application to create account records.

    Vorbereitungen

    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

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    1. 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.
    2. 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.
      Hinweis:
      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.
    3. Select Submit.