Account Contact Summary
The Account Contact Summary module displays identifying information and key attributes and scores for an account. Use this module at the top of an Account profile to help users identify the account and its business impact quickly.
For example, the following image shows the Account Contact Summary module with the Unit Name, Region, and State/Country displayed for the Contact Name section, and the Contract Renewal Date, Account Manager, and Account Tier for the Key Contact Information section.
General properties
These properties define the module's size and whether an icon appears for the module.
- Module size
- Display size of the module.
- Module icon
- Optional icon to display next to the module title. To remove an icon, click Clear Selection at the top of the icon selector.
Data properties
These properties determine the scope of data presented in the module.
- Contact Name
- The field or fields to use for the name of the contact, displayed at the top of the module. For example, you might use Last Name and First Name. Click Select to select up to 5 fields.
- Key Contact Information
- Additional identifying information that you want available at a glance, such as the contact's country, phone number, customer tier, and so on. These fields appear on the left side of the data row in the module. Click Select to select up to 5 fields.
- Key Experience Information
- Important metric-based information about the contact's interactions with your company, such as key scores or alert-resolution data. These fields appear on the right side of the data row in the module. Click Select to select up to five fields.Restriction: This metric is restricted to R-fields only.
Visualization properties
These properties determine the visual presentation of the module, including which graphical visualizations are available to users.
- Field # Decimal Points
- Five properties, each specifying the number of decimal places shown for a field selected in the Key Experience Information property. The Field 1 Decimal Points property corresponds to the first Key Experience Information field, the Field 2 Decimal Points property corresponds to the second Key Experience Information field, and so on.
