Account Details - Overview

The Overview page displays basic information about this account including account details, contacts, current status, and custom dimensions. You can customize the Overview page to surface key account attributes on the top, hide certain tabs on the left, define and reorganize different subsections below.

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If you have the "Configure product settings" permission associated with your role, you can customize the account details page layout. Click “Edit Layout” under the gear icon located on the top right. 

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The Overview tab allows you to create custom sections and pick any account dimensions including custom dimensions to be reported under each section. 

To do so, choose from the Section Type drop down menu Customer Section and add account dimension fields to be displayed in it.

You can also choose to add one of our preconfigured sections like Activity Chart, Contacts, Customer dimensions, Hierarchy or Status.

You can also edit most account dimensions directly on the page. Note that calculated dimensions that are created via Natero triggers are not editable and a manual update will be overwritten if the same field is also updated from your 3rd party syncing or API.

The Header tab allows you to pick the account dimensions to be highlighted on the top of the Account Details page.

The Tabs tab allows you to show/hide certain account tabs on the left.

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