Configure the Summary Page Layout

The Top Section

Here are the points to note about configuring the top section:

You can change the fields, remove fields, and move fields using the steps in the Create Page Layouts for Standard and Custom Objects section of this topic.
Choose a relevant field type of either Phone, Mobile, or Email to match the icon. Note that you can't change the icon for these types of fields.
You can't move the top section, because this section is designed to contain the top-level information for the object.

The Aggregates Section

The aggregates section displays aggregated information for a sales record, such as at the number of open opportunities with the predicted total value, and the number of critical open service requests for an account. Here are some points to note about this section:

The aggregates section is available for all child and related standard objects, and custom objects associated to the parent standard object.
You can't move this section, however you can add up to six aggregates by clicking Add Aggregate.
You can move aggregates around by placing your cursor over the aggregate, clicking and holding the three horizontal lines icon in the aggregate, and dragging it to your preferred position.
You can delete aggregates by clicking the red cross in the top right hand corner of the aggregate.
The format of an aggregated field is XX.XX and the format can't be changed.

Appointment Section (Appointments Summary Page Only)

In the Appointment Summary page, there is a section below the Aggregates section that displays the appointment recurrence details, the accept or reject option, and the option to mark the appointment time as busy in your calendar. You can hide the accept or reject option, and the Show Time As Busy option, so that they don't appear in the Appointment Summary page. Here's how:

Edit an existing Appointment Summary page layout, or create a new page layout by clicking the Click to Clone icon.
In the interface designer, scroll to the appointment section and hover over the accept or reject, and Show Time As Busy options. Note that an eye icon appears.
Click the eye icon to hide the section and click Save in the top right-hand corner of the configuration tool page.
Test and publish your new page layouts. See the Test Your Configurations topic for details about how to check your mobile configurations.

The Information Sections

Here some points to note about the information sections:

The information sections (there are up to four) are called the following: Information, Address, Info 1 Column, and Info 2 Column.
You can reorder any of the sections by using the blue up and down arrows.
You can add fields by clicking the + Add Field button at the bottom of each section. There's no limit as to the number of fields you can add.
The Information section will only display email, phone, and address icons and not field labels, so you should only select email, phone, and address fields that can have an icon, and don't require a field label.
In the Address section of Account and Contact Summary page layouts, you can remove the actions that are available for addresses, such as editing or deleting an address. See the Remove Address Actions on the Account and Contact Page Layouts topic for more details.
The Info 1 Column has a one-column layout and displays only one field across the page.
The Info 2 Column has a two-column layout, so two columns will be displayed side-by-side across the page.

The Child and Related Object Sections

The section for adding child and related objects is located at the bottom of the Summary page layout.

This section can't be moved, however you can add as many child and related objects as you require by clicking + Add Child or Related.
When you add a child or related object, you can choose from five different templates, which you can then configure in the child objects' List page layout. See the Child Object Page Layouts section of this topic for more information.

Other Configuration Options

Other configuration options for the Summary page include:

Add or hide actions for the Summary page, such as whether you can create a task, add a note, or edit the object. Click the more icon (three horizontal dots) on the page for the list of available actions, then click + to add an action and click an action's X icon to hide the action. You can also hide or add actions for child objects by clicking the child object and following the same steps.
Assign roles and geographical regions to Summary page layouts. These enable you to restrict who can view the page layout by their role and their geographical region. You can also define a set of conditions that have to be met before the page layout is displayed. For example, if you create criteria as follows: Win probability is Greater than 50%, then any opportunities with a win probability greater than 50% will use your layout. You can find more details about how to set these up in the Create Criteria for Page Layouts topic.

After making updates to your page layout, make sure that you click Save in the configuration tool page, and test and publish your new page layout. See the Test Your Configurations topic for details about how to check your mobile configurations.