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Home > User Documentation > Aria for Salesforce > Aria for Salesforce 2 > Account Management > Account Quick View

Account Quick View

Overview

The Quick View section on the Accounts page shows an account summary based on transaction records pulled from Aria. The Quick View section can be customized by configuring which sections you would like displayed.

Note: If the Quick View section is not displaying, turn on the Sync Aria Transactions to SFDC Objects setting.

Configuring the Quick View Section

Getting Here: Click All Tabs > Aria General Configuration

  1. Click the Quick View tab.
  2. Select each component from the Show Component drop-down.

quickview3.png

  1. Choose whether to hide or display the component image within the Quick View section by checking the Show Hide Component checkbox.
  2. Click Save Settings.
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