Create a consumer record

Consumer service agents and managers can create a consumer record from the Customer Service Management application.

Before you begin

Role required: sn_customerservice.consumer_agent, sn_customerservice_manager or admin

Procedure

  1. Navigate to Customer Service > Customer > Consumers
  2. Click New.
  3. Fill in the fields on the Consumer form as necessary.
  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. If desired, set any of the 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.