Create a relationship between two consumers

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

    • Create a relationship between two consumers, regardless of household.

    Antes de Iniciar

    Role required: One of the following roles:
    • sn_crm_consumer_relationship_data_manager
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin
    • sn_customerservice.svc_location_manager
    • sn_customerservice_manager
    • admin

    Por Que e Quando Desempenhar Esta Tarefa

    Relationships are based on responsibilities. A responsibility definition describes a role or a function that supports a customer or consumer. To create a relationship between two consumers, use the Authorized Representative responsibility.

    Procedimento

    1. Navigate to All > Customer Service > Customer > Consumers.
    2. Select a consumer.
    3. In the Consumer Relationships related list, select New.
      This related list shows the current relationships that exist for the selected consumer. When you select New, a new Consumer to Consumer Relationship form is displayed with the Consumer is field filled in.
    4. In the Responsibility field, select the Authorized Representative responsibility.
    5. In the of Consumer field, select the consumer who is being represented by the consumer in the Consumer is field.
    6. In the Type field, select the type from the list of related party configurations and the Order field specifies the sequence in which records are displayed, organized according to business preferences.
      Nota:
      Starting with the Yokohama release, the Type field is added to the Consumer Relationships form. For more information on how to populate the Type field for existing data, see Populate the Type field in relationship tables using the fix script.
    7. Select Submit.
      The relationship is added to the Consumer Relationships related list.