Create consumers

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

    • A consumer is a customer in the business-to-consumer (B2C) business model. Use the Customer Service Management application to create consumer records.

    Before you begin

    Role required: sn_customerservice.consumer_agent, sn_customerservice_manager, or admin

    About this task

    Consumers can have multiple addresses, one of which is the primary address.

    Procedure

    1. Navigate to All > Customer Service > Customer > Consumers.
    2. Click New and fill in the fields on the Consumer form.
    3. Enter the consumer information, such as the name, email address, and phone numbers.
    4. Fill in the fields on the Primary Address tab.
      A consumer can have multiple addresses but only one primary address. The primary address is stored in the Primary Address tab on the Consumer form and in the Addresses related list.
    5. Optional: Set the desired fields on the Preferences tab.
    6. Click Submit.
      The record is added to the Consumers table (csm_consumer). The primary address is added to the Addresses related list and the Primary field is set to true.