Modifying existing customer inquiry properties
In addition to configuring parameters and adding new properties, you can also change the label or source of a customer inquiry property, remove a property, or change the location of a property.
Pega Customer Service
Implementation Guide
- In App Studio, open the Customer
Inquiry section in Design mode:
- In the header of App Studio, click Preview to launch the Interaction Portal.
- In the header of App Studio, click , and then click Accept.
- On the Account tab of the Customer composite, click the Customer Inquiry toggle to turn on the feature.
- In the header of App Studio, click Design to start design mode.
- To change a property source or label, complete the following steps:
- Hover the cursor over the section that contains the property that you want to edit, and then click the Edit this section icon.
- On the General tab, modify the Property or Label value.
- Click Apply.
- To remove a property from the Customer Inquiry section, complete the following
steps:
- Hover the cursor over the entire Customer inquiry section, and then click the Edit this section icon, as shown in the previous steps.
- In the right pane, locate the section that contains the property that you want to delete.
- Hover the cursor over the property that you want to remove, and then
click More Options icon (
)Delete.
- To change the sequence of properties in the Customer Inquiry section, complete
the following steps:
- Hover the cursor over the entire Customer inquiry section, and then click the Edit this section icon, as shown in the previous steps.
- In the right pane, hover the cursor over a property that you want to
move, and then drag the Reorder icon (
) to change the location of the property in
that section.
- Click Exit preview.
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