Feature support in offline-enabled app
Some features are not available in the offline-app, either due to limitations from Pega Platform or due to offline constraints.
Pega Sales Automation
Implementation Guide
Refer to Known issues in this release for the corresponding list of known issues.
| Screen | Case type | Unavailable feature (option, attribute, etc.) |
| Create | Individual/Business Lead | Scan card, Add photo |
| Contact | Scan card, Add photo, Organization during creation | |
| Appointment | Duration, Attachments | |
| Household | Use head of household info | |
| Review | Individual/Business Lead | Lead score, Pulse, Follow, Log activity after call, Log activity, Add task, Convert lead, Close lead |
| Individual/Business Opportunity | Tasks, Next best actions, Pulse, Follow, AI Insights, Log activity, Add task, Change stage, Close opportunity | |
| Contact | Pulse, Follow, Log activity after call, Log activity, Add task | |
| Account | Owner, Territory, Pulse, Follow, Log activity after call, Log activity, Add task | |
| Organization | Owner, Territory, Pulse, Follow, Log activity after call, Log activity, Add task | |
| Appointment | Agenda, Attendees, Files & documents, Pulse, Opportunities, Follow, View briefing, Cancel or Delete appointment, Edit scheduled appointment | |
| Household | Pulse, Members, Opportunities, Leads, Follow, Close household |
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