Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Setting up customer

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.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us