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Setting up customer

Suggest edit Updated on October 6, 2020

A customer account record holds information about the customer which can be a business or a consumer and it can have one or more locations, contacts, and configured products. As a business administrator, you must create a customer account before you can define other information about the customer.

  1. In the Pega Field Service Admin portal, select Customers.

  2. Click New customer.

  3. In the Create customer window, complete the displayed fields.

  4. Select a Status.

    • Select Active, if the customer account is currently active in the system.
    • Select Inactive, if the account is not a customer currently and is tracked for recording purposes.

    You cannot create new service requests for inactive accounts.

  5. In the Type field, select the customer account type- Residential or Commercial.

  6. Click Submit.

Add locations, contacts, and configured products. For more information, see Creating a location, Adding contacts to a customer account, and Adding configured products to a customer account.

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