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.

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.