Customizing the Account Summary

Administrators can customize the Generate Account Summary window's Account Highlights section. By adding additional fields to be displayed in that section, they can enable users to view more information about their accounts. To specify the fields that are displayed in the Account Highlights section:

1. Add the fields you want to be displayed to the Account Summary Highlights Fields field set in the Account object. For more information, see Account Field Sets.
2. Specify the API name of the field set that you customized in the Account Summary Highlights Fields field in the CS Cloud AI Summary Settings custom setting. For more information, see Custom Settings.

Notes:

• Users can view only the fields that they have access to. If a field in the Account Highlights section has no value, Not Available is displayed.

• The following sections cannot be removed from the Account Highlights sections:

  • Open Cases
  • Escalated Cases
  • Overall Objective KPI Progress
  • Open Opportunities