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Adopting customer search (Pega Customer Service)

Updated on August 20, 2021

Version 8.6 of Pega Customer Service adds enhanced customer search configuration capabilities. This new feature is disabled by default so as not to interfere with existing customer searches. Customers updating from an earlier version of the application can choose to adopt the new customer search feature by enabling the feature. New customers will enable this feature when creating their implementation application.

CRM for Healthcare 8.6 Update Guide
Note: If using an industry application, complete this procedure in the industry implementation application.

For more information about the new customer search capabilities, see Customer search. For information about the legacy customer search feature, see the version 8.5 Pega Customer Service Implementation Guide.

  1. In the header of Dev Studio, click ConfigureSystemReleaseToggles.
  2. In the Identifier column, locate the NewCustomerSearch toggle, and then click the Edit icon on the right side of the row.
  3. Select the Enable toggle for all option.
  4. Click Submit.
What to do next: Configure the customer search fields, views, and search groups as described in Customer search.
  • Previous topic Adopting new settings (Pega Customer Service)
  • Next topic Adopting customer verification (Pega Customer Service)

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