Contact Relationship form

reference australia Updated Sep 10, 2026 1 min read csm-contact-relationship-form.md
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The Customer Service Management application uses the Contact Relationship form to store information about the account, contact, and assigned responsibility in a contact relationship.

Field

Definition

Account

The account to which the contact is assigned. This field is automatically filled in.

Contact

The 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.

Responsibility

The role 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.

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