Account Summary UI Template

User Interface (UI) templates allow administrators to customize the information displayed in the Account Summary section of an account. Separate templates can be configured for Administrators, Users (Agents), and Client Access users.

Before You Begin

Open an account and review the current Account Summary. This allows you to see the existing layout before making changes and verify your updates after applying the UI template.

Configure the Account Summary UI Template

1. Go to Setup → User Interface → Account Summary.

2. Select the UI template you want to modify (Administrator, User, or Client Access).

Add Fields to the Account Summary

1. In the Summary Configuration section, select Add Field (+).

2. Search for and select the field you want to add.

3. Repeat as needed to add additional fields.

4. Drag and drop fields to arrange them in the desired order.

5. Select Apply to save your changes.

6. Return to the open account and verify the updated Account Summary.

Remove Fields from the Account Summary

1. In the Summary Configuration section, hover over the field you want to remove until the move cursor appears.

2. Drag the field to the Trash icon.

3. Select Apply to save your changes.

4. Return to the open account and verify the field has been removed from the Account Summary.