Consumer form

reference brazil Updated Sep 10, 2026 3 min read consumer-form.md
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The Customer Service Management application uses the Consumer form to record information about an individual business-to-consumer (B2C) customer, including contact details, address, preferences, and portal sign-in.

The Consumer form includes the following fields.

Field Definition
Name The full name of the consumer, assembled from the first, middle, and last name fields. This field is read-only.
Prefix The title that precedes the consumer's name, such as Mr. or Ms.
First name The first name of the consumer.
Middle name The middle name of the consumer.
Last name The last name of the consumer.
Suffix The suffix that follows the consumer's name, such as Jr. or Sr.
Mobile phone The mobile phone number of the consumer.
Business phone The business phone number of the consumer.
Home phone The home phone number of the consumer.
Fax The fax number of the consumer.
Number The identifier automatically generated for the consumer record.
Email The email address of the consumer.
Gender The gender of the consumer.
Photo An image that represents the consumer. Select Click to add to upload a photo.
Active Indicates whether the consumer record is active. Inactive consumers don't appear in lists.

Primary Address

Field Definition
Street The street address of the consumer.
City The city of the consumer's address.
State / Province The state or province of the consumer's address.
Zip / Postal code The ZIP or postal code of the consumer's address.
Country The country of the consumer's address.
Use same address for The additional address types that reuse this address: Billing, Shipping, Mailing, and Cloud Operations. Select each type that applies.

Preferences

Field Definition
Language The preferred language for the consumer's communications and self-service experience.
Time zone The time zone used to display dates and times for the consumer. The default is the system time zone.
Date format The format used to display dates for the consumer.
Notification Whether the consumer receives notifications. Select Enable to send notifications to the consumer.
Time format The format used to display times for the consumer.

Login Details

Field Definition
User The user record associated with the consumer for signing in to the self-service portal.
Active Indicates whether the associated user account is active and can sign in.
Last login time The date and time when the consumer last signed in. This field is read-only.
Failed login attempts The number of consecutive failed sign-in attempts for the associated user account.

Notes

Field Definition
Notes Additional information about the consumer.

Customer data model fields

Note: These fields were added to the Consumer table (csm_consumer) in the Brazil release. They appear on the Consumer form after an administrator adds them to the form view.

Field Definition
Consumer stage The stage of the consumer in the customer lifecycle. The available values are configured for your instance.
Consumer status The consumer's current operational status, such as Onboarding. The available statuses depend on the value selected in the Consumer stage field.
Relationship tier The tier that reflects the consumer's overall value or engagement. The available values are configured for your instance.
Customer since The date the consumer became a customer.
External ID The identifier for this consumer in an external system, such as a CRM, ERP, or identity provider. Use this field to correlate the consumer across systems. Values aren't required to be unique.

Related topics

Configure consumers

Create consumers

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