Account Details - Overview page summarizes useful account information that CSMs need to understand and engage with a customer - such as account ids, important account dates, main contacts, latest status, revenue and invoices, and any custom attributes.
You can highlight key account attributes on the top, group key metrics into different sections and customize the tabs on the left to help the CSMs look up information and make quick edits.
Customize Account Overview Layout
To customize the account overview layout, you need to have the "Configure product settings" permission in your user role. Click “Edit Layout” under the gear icon located on the top right.
The Overview tab allows you to create custom sections and pick any account attributes including custom dimensions to be added under each section.
Select "Custome Section" from the Section Type drop-down and add the desired account attributes to be displayed to the section. You have the option to customize the display name of any added fields.
You can also choose to add one of our preconfigured sections such as Contacts, Custom dimensions, Hierarchy or Account Latest Status.
You can edit most account attributes directly on the page. However, fields maintained via the following methods will not support manual edits:
- Fields that are created via Freshsuccess backend triggers
- Fields that are updated from 3rd party integration
- Fields that are updated from using our APIs
The Header tab allows you to pick the account attributes to be highlighted on the top banner of the Account Details page.
The Tabs tab allows you to show/hide, relabel and reorder account tabs on the left.