Create a business contact account from license or permit application data
Use the contact information for related parties entered on a license or permit application to create business contact accounts.
Before you begin
Role required: sn_gsm.constituent_agent, sn_gsm.relationship_agent, sn_gsm.government_service_manager, sn_gsm.business_agent, sn_gsm.agency_constituent_agent, sn_gsm.agency_manager, sn_gsm.agency_agent
Procedure
Navigate to the CSM Configurable Workspace and select lnteractions > All.
Select the interaction number to open an existing interaction record, or select the new icon
Image omitted: new-icon.png
New icon. to create an interaction.
New icon. to create an interaction.
Select the interaction type and assign the interaction to a user.
Enter a short description of the interaction.
Select Save.
Select Create Business and fill in the fields.
Select Submit.