Create and associate a location to a consumer profile

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create a location and associate it with the consumer profile in the Customer Service Management (CSM) application. With this functionality, you can create and associate multiple addresses to a consumer profile that serve other purposes.

    Before you begin

    Role required: admin

    About this task

    Here's an example of why a user created and associated a location to the consumer profile. In the Healthcare and Life Sciences industry, clinicians can store multiple addresses for a patient profile, like mailing addresses for sending reports and home addresses for sample collections.

    Procedure

    1. In the navigation filter, enter sn_csm_consumer_profile_location_list.do.
    2. In the Consumer Profile Locations record, select a consumer profile.
    3. In the Location field, select the lookup icon Lookup icon. to open the list of locations.
    4. In the Consumer Profile Locations record, select New.
    5. On the form, fill in the fields.
      Note:
      Ensure that you fill in the Consumer field in the Location form. If the Consumer field is empty, you get an error.
    6. Select Submit.
      Note:
      If multiple consumer profile location records are associated with the location, you can't delete a location record.
      A new address is created and added to the Location field. You can associate this location to the consumer profile. For a description of the field values, see Consumer Profile Location table.
    7. Select Update.