Inspired by a Client’s idea

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Note: Each Organization is unique, so there may be steps needed that are not represented here. If this is the case, please reach out to People.ai Technical Success here.

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Set an Account Plan as Primary

In the Account Plan list, select the edit arrow and assign Primary to an Account Plan of your choice.

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Create the Custom Field

Go to the Gear icon > Setup > Object Manager > Account > Fields & Relationships > New

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Leave as is or modify as needed

Save

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Add the new AP Score % to the Account Header

Go to the Gear Icon > Setup > Object Manager > Account > Compact Layout

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If the only Compact Layout is ‘System Default’

Clone the Layout and assign a new name. e.g. New Header

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Add the new Field to the Compact Layout

Open the new Compact Layout and click Edit.

Move the Field from Available Fields to Selected Fields.

Save

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Save

Result:

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The Primary Account Plan will update the field. If no Primary Account is selected, the field will not update