Quote Item Wizard Setup




The Price Book Item search results layout controls the following on the Quote Item Wizard:

Selecting the Fields to Use

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "object" in the Quick Find box, then select Objects

  4. Click Price Book Item

  5. Under Search Layouts, click Edit next to Search Results

  6. Change the fields

    Don’t add the following:

    • Text Area (Long) fields

    • Text Area (Rich) fields

    • Text Area (Encrypted) fields

  7. Click Save