Quote Search Page
Use the Quote Search page to locate open quotes.
Getting There
Select Quotes on the sidebar of the Home page.
Quote Sort Order
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Quotes display in numerical order by Quote Id.
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Use the Sort control to change the order of the quotes listed.
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Select a field on the Sort control to sort quotes based on entries in that field.
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The fields available for selection are fields on compact layouts for the Quote object.
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If there are multiple Quote compact layouts, a combination of the fields from all compact layouts displays.
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Lookups and roll-up summary fields never display available for selection.
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Select the arrow on the Sort control to toggle between ascending/descending order.
Keyword Search
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Use the Search field to do a keyword search for a quote.
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Search queries analyze data in the fields shown on quote tiles.
Quote Tiles
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Quote tiles display information about quotes in lists.
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Select a quote tile to open the Quote page.
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Select Copy Quote on a tile to copy that quote.
Walkthrough
Basics
Use the walkthrough to view explanations of buttons and controls available on the current screen.
Using the Walkthrough
To display the walkthrough, select the help question mark button on the sidebar.
To move through the explanations of each feature, select Prev or Next.
To close the walkthrough, select End tour.
Customizing Walkthrough Text
Administrators can customize the text that displays in the walkthrough messages to conform to your processes and language.
In addition to text, the walkthrough can display images, PDFs, and videos available from a static URL.
Each stop can display multiple slides.
For details on customizing the help text, see FX Mobile Tour Builder.