{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":7327,"path":"customer-service-management/t_CreateAContactRelationship.md","title":"Create a contact relationship for an account","bundle":null,"doc_type":null,"release":"australia","body":"\n# Create a contact relationship for an account\n\nCreate a contact relationship for an account by selecting a contact and then assigning a responsibility to that contact in the Customer Service Management \\(CSM\\) application. Through this relationship, a contact can effectively manage the accounts and can execute actions on behalf of the associated accounts.\n\n## Before you begin\n\nRole required: One of the following roles:\n\n-   sn\\_crm\\_foundation\\_admin\n-   sn\\_crm\\_foundation\\_data\\_manager\n-   sn\\_crm\\_account\\_relationship\\_data\\_manager\n-   sn\\_customerservice\\_manager\n-   admin\n\n## About this task\n\nStarting with the Australia release, Customer Service Management \\(CSM\\) introduced the `Prevent duplicate for account-contact`business rule. By using this business rule, an administrator can assign multiple responsibilities per account for a contact.\n\n## Procedure\n\n1.  Navigate to **All** &gt; **Customer Service** &gt; **Customer** &gt; **Accounts** or **Partners**.\n\n2.  Select an account.\n\n3.  In the Contact Relationships related list, select **New**.\n\n4.  On the form, fill in the fields.\n\n<table id=\"table_jb3_qpg_q5\"><thead><tr><th>\n\nField\n\n</th><th>\n\nDefinition\n\n</th></tr></thead><tbody><tr><td>\n\nAccount\n\n</td><td>\n\nThe account to which the contact is assigned. This field is automatically filled in.\n\n</td></tr><tr><td>\n\nContact\n\n</td><td>\n\nThe customer contact selected to fulfill the role or responsibility.The Contacts list includes contacts from any related partner or account as well as contacts from the account hierarchy.\n\n</td></tr><tr><td>\n\nType\n\n</td><td>\n\nDefines the label for the relationship with the selected user. You can select the type from the list of related party configurations.**Note:** Starting with the Yokohama release, the **Type** field is added to the Contact Relationship form. For more information on how to populate the **Type** field for existing data, see [Populate the Type field in relationship tables using the fix script](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/migration-of-account-manager-responsibility-access.md).\n\n</td></tr><tr><td>\n\nResponsibility\n\n</td><td>\n\nRole or responsibility selected for this customer contact.**Note:** As part of creating a responsibility definition, the admin can specify if the responsibility is unique. If so, the responsibility can only be assigned to one contact per account. For more information, see [Create account teams](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configure-csm-account-teams.md).\n\n</td></tr><tr><td>\n\nOrder\n\n</td><td>\n\nSpecifies the sequence in which records are displayed, organized according to business preferences.\n\n</td></tr></tbody>\n</table>5.  Select **Submit**.\n\n    The contact name, account, and responsibility are added to the Contact Relationships related list.\n\n\n"}}