Enhanced mobile capabilities
Home screen and My worklist are two new navigation items. The mobile app now also supports more case types.
Pega Sales Automation
Release Notes
Home screen
Default landing page when accessing the mobile app is a Home screen with three sections:
- To do’s
- Tasks and NBAs
- Today’s meetings
- Upcoming appointments on the same day
- Pulse
- Global Pulse with Feed Sources Filter
My worklist
My worklist is displayed as a navigation item. It now gives you the ability to access partially created/draft cases.
Supported case types
Pega Sales Automation mobile application (both online-only and offline-enabled) now supports creation, editing, and review of the following case types:
- Activity
- Task
- Individual and business lead
- Contact
- Individual and business opportunity
- Appointment
- Household
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