Skip to main content

Adding contacts to a customer account

Suggest edit Updated on October 6, 2020

Contacts are individuals who are responsible for the customer account. A contact can play one of the following roles: to act as a business contact on a service request and to act as a work contact at a job location. A customer account can have multiple contacts and one of the contacts created is assigned as a primary contact for this customer account. The primary contact is the first contact to be selected when a job is created; other contacts can be selected instead of the primary contact, as appropriate.

Before you begin: Create a customer account before adding a contact. For more information, see Setting up customer.
  1. In the Pega Field Service Admin portal, Customers.

  2. Select a customer account.

  3. Click Add next to Contacts and complete the displayed fields.

  4. Click Submit.

Add locations and configured products to an account. For more information, see Creating a location and Adding configured products to a customer account.
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us