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Customer Service forms › Reference › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Contact Relationship form

The Customer Service Management application uses the Contact Relationship form to store information about the account, contact, and assigned responsibility in a contact relationship.

FieldDefinition
AccountThe account to which the contact is assigned. This field is automatically filled in.
ContactThe 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.
ResponsibilityThe 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.