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Customize Account Names and Avatars

By default, the name that Insights displays for an account is the value of the account's Zuora Account Name attribute. You can set a different attribute to be used for account names. Only one attribute at a time can be used for account names.

Insights also supports custom avatars for accounts. If you have a collection of account avatars that you would like Insights to display, you can set up an attribute to point to your account avatars.

Insights displays an account's avatar and name on the account's dashboard. For example:

Your collection of account avatars could include company logos, industry symbols, persona images, health status indicators, and so on. Only one attribute at a time can point to your account avatars.

Set the Attribute Used for Account Names

  1. From the Profile & Settings menu, select Settings.

  2. Click Manage Account Attributes & Metrics.

    The Account Attributes & Metrics page opens and lists the account attributes and metrics in your Insights tenant. See Manage Account Attributes and Metrics for more information.

  3. Locate the attribute to use for account names.

    Only an attribute of data type Text can be used for account names.

  4. Click Edit in the Actions column.

  5. In the Display Settings field, select Account name.

  6. Click Save.

Set the Attribute Used for Account Avatars

  1. From the Profile & Settings menu, select Settings.

  2. Click Manage Account Attributes & Metrics.

    The Account Attributes & Metrics page opens and lists the account attributes and metrics in your Insights tenant. See Manage Account Attributes and Metrics for more information.

  3. Locate the attribute to use for account avatars.

    Only an attribute of data type Text or Picklist can be used for account avatars.

  4. Click Edit in the Actions column.

  5. In the Display Settings field, select Account avatar.

  6. In the Icon URL template field, enter the URL template of your account avatars.

    The string {{icon}} is a placeholder for the attribute value.

  7. Click Save.

Last modified
07:45, 22 Dec 2016

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