Customize a summary card for service summary

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Customize the summary card of the service summary and UI actions according to your needs.

    Before you begin

    Role required: Admin

    Procedure

    1. Navigate to All > Quick Actions > Now Assist context menu Actions.
    2. In the Quick Actions list, select Generate Service Summary record.
    3. Select here if you see the notice that says:

      This record is in the Now Assist for Telecommunications, Media and Technology (TMT) application, but Global is the current application. To edit this record, click here.

      generate record summary.
    4. On the record, update the fields.

      To customize the UI Builder pages, see Customize UI Builder pages using components.

      To configure the UIB Now Assist context menu component, see Now Assist context menu UIB Setup.

    5. Select Update.