Create customer accounts

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

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

    Before you begin

    Role required: sn_customerservice_manager or admin

    About this task

    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.

    Procedure

    1. Navigate to All > Customer Service > Customer and click one of the following actions:
      • To create a customer account, click Accounts.
      • To create a partner account, click Partners.
    2. Click 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 then updated with this latest assigned value so that the next account code value can be set as a unique value for the next account record insert.
      Note:
      If this property is reset to the original value, the system attempts to create new accounts with account codes that are already in use, which can result in an invalid insert.
    3. Click Submit.