Hello Sandra,

There is no OOB tool that can help you to achieve your business task but you can do some inserts via SQL tools. The table that you need is called 'SysProfileData' and the Key that you need is called 'Section-Account-MainGrid-Summary'. So having this information you can do the insert for some specific Contacts in the system.

Dear Fulgen,

Such functionality is available starting from the version 7.14.4

Here is the example of the accounts section http://prntscr.com/pg7rwb

More detail are in the release notes:

https://academy.bpmonline.com/documents/bpmonline-release-notes-7-14-4

Best regards,

Dean

Dear Ezequiel,

The following functionality cannot be achieved with the help of the user tools. In case you want to develop this feature you can inspect it in the section for the example of the implementation.

Moreover, in case you do not want to implement such functionality yourself you can contact your account manager in order to get some help.

Warm regards,

Matt

Hi Ezequiel, you can install from marketplace (there're  lot of free usefull app/templates) the app to do waht you need, please see https://marketplace.bpmonline.com/app/detail-summaries-bpmonline

Enjoy It,

Julio Falcón