Question

CNO Financial Group
US
Last activity: 11 Sep 2025 12:51 EDT
Need customer search feature within the main navigation in constellation
At Constellation, we need to implement a customer search feature within the main navigation that works as follows: The user selects a search category: either Policy Number, Phone Number, or Customer Information (which includes First & Last Name, Middle Initial, Zip Code, Date of Birth, and Email). Based on the selected category, the user enters the relevant search criteria to perform the search. Currently, Sales Automation Constellation only supports adding tables to landing pages within the main navigation and does not allow other template types. Please let us know if there are any available guidelines or recommended approaches for implementing this functionality.