Add Section to Account Summary Page
Question:
User would like to add a Broker section to their Account Summary page.
Answer:
1. Access Administration > Configurable Forms
2. In Tab Templates, locate the Account Summary form and click Edit.
Note, if this does not exist: Check Show System-Defined Templates
3. Locate Account Summary and click “copy”
4. Click “Add Sections” at the top left the screen.
5. Click “Summary Sections”
6. Select Account Summary, select area to ‘Add to’, and then click Add.
7. The Account Summary section will be added to the selected area on the page.
8. Click Edit Sections.
9. For the newly added Account Summary section, click Edit
10. From the Editor Zone pane, you can make the following edits. Click Apply after each change.
11. Edit Account Summary Fields – Select Edit Account Summary Fields
12. Select the Role for this section
13. Change the Appearance, for example the title of the section.
14. Display the Primary Account information only
15. Click OK once all changes are entered.
16. The edits will be saved.
If you did not create a new summary template, skip steps 17-19.
17. To add tab to Contract Summary
18. Go to Contract Summaries section and select ‘show tabs’.
19. Select the tab to add, and click ‘add’.
To view the new summary, go to Contract Explorer > Inquiry > Summary (this name may differ)
Select the Account Summary tab (if more than one tab).
Note: You may need to add permission to view this Summary Page to the Security Profiles. (Administration > Security Profiles)
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