Updating the contact properties displayed in the account page banner

The out-of-the-box account pages use a query to display the contact properties in the banner.

Do the following to customize the query to display different contact properties:

  1. Go to RiSE > Intelligent Query Architect.
  2. Navigate through the following path: $/ContactManagement/DefaultSystem/Queries/Advanced/Contact
  3. Copy the Account page banner query and Paste it in the desired location.
  4. Open the copied query and make the desired changes.
  5. Click Save.
  6. Open the Account Page Staff content record for edit.
  7. From the Contact Properties content, select Configure.

    8. Selecting configure on the content properties content item

  8. From Select an IQA query, choose the query you modified.
  9. Click OK, then click Save & Publish.