Create a consumer record

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a consumer user record directly from the consumer form by using the User reference field. This field allows you to either select an existing user, which then automatically links to the consumer record.

    Antes de Iniciar

    Role required: One of the following roles:
    • admin
    • sn_crm_consumer_data_manager
    • sn_crm_consumer_relationship_data_manager
    • sn_crm_household_data_manager
    • sn_crm_household_relationship_data_manager
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin

    Por Que e Quando Desempenhar Esta Tarefa

    Create a consumer user to associate it with a new or existing contact.

    Procedimento

    1. Navigate to All > Customer Service > Customer > Consumers.
    2. Select the consumer from the consumer record.
    3. In the login Details related list, select the User lookup icon Lookup icon. to open the list of customer_contact.
    4. On the Users list, select New.
      Nota:
      If the unified consumer isn’t configured, the system redirects to the consumer user form. If other user extensions are configured, it redirects to the interceptor, enabling you to select the user type.
    5. On the form, fill in the fields.

      For a description of the field values, see Contact form for Email Interaction for CSM.

    6. Select Submit.

    O que Fazer Depois

    Associate an existing contact user with a consumer record