Create service contracts for a household

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

    • Create service contracts for a household so that all household members are covered under the same terms and conditions.

    Before you begin

    Role required: sn_customerservice_manager, admin

    About this task

    System administrators and customer service managers can create contracts for a household. These contracts apply to the current members of that household.

    When a case is created for a household or a consumer, the Contract field on the Case form lists the available contracts:
    • If the Household and Consumer fields are filled in, the Contract field lists the contracts for both the consumer and household.
    • If only the Household field is filled in, the Contract field lists the contracts for the household.
    • If only the Consumer field is filled in, contracts field lists the contracts for the consumer

    Procedure

    1. Navigate to All > Customer Service > Contracts > Service Contracts.
    2. Click New.
    3. Select a household in the Household field.
      When you select a household, the head of household is automatically added to the Consumer field.
      Note:
      You may need to configure the form layout and add the Household field.
    4. Optional: If desired, select a different household member in the Consumer field.
    5. Fill in the remaining fields on the Contract form.
      For more information, see Create service contracts.
    6. Click Submit.
      The contract is added to the Contracts related list on the Household form.