---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create a customer contact

# Create a customer contact {#ariaid-title1}

Release version: Yokohama  
Updated March 12, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Contact card on the email interaction page to create a customer contact and add the customer contact into the interaction record.

## Before you begin

Role required: sn_customerservice_agent, workspace_admin, or admin

## About this task

Agents can use the contact lookup component to search for contacts. If an agent can't find a contact or if the customer is a guest, the agent can create a record for that customer from the contact lookup component.

## Procedure

1. Navigate to AllCSM/FSM Configurable Workspace.
2. Select the List icon (![List icon]()).
3. On the Lists section, in the Interactions section, select My Interactions.
4. In the My Interactions page, select an email interaction.
5. In the Contact card section, select the Create new icon (![Create new icon]()).
6. On the Contact form, fill in the fields.  
   For a description of the field values, see [Contact form for Email Interaction for CSM](https://servicenow-prod.fluidtopics.net/aO9MrV_A_LKivK5dQM1urQ "The Contact form enables you to add the customer contact to the interaction record.").
7. Select Save.

## Result

The system performs these actions:

* Saves the contact record.
* Creates and displays the contact card.
* Adds the information to the interaction record.
{#create-a-customer-contact_EaaI__ul_s3z_dwl_q2c}

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