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

  • Quotes display in numerical order by Quote Id.

  • Use the Sort control to change the order of the quotes listed.

    FXM Quote search Sort control

  • Select a field on the Sort control to sort quotes based on entries in that field.

    • The fields available for selection are fields on compact layouts for the Quote object.

    • If there are multiple Quote compact layouts, a combination of the fields from all compact layouts displays.

    • Lookups and roll-up summary fields never display available for selection.

  • Select the arrow on the Sort control to toggle between ascending/descending order.

  • Use the Search field to do a keyword search for a quote.

  • Search queries analyze data in the fields shown on quote tiles.

Quote Tiles



Use the walkthrough to view explanations of buttons and controls available on the current screen.

Example of help text in the FX Mobile Help Tour

Using the Walkthrough

To display the walkthrough, select the help question mark button on the sidebar.

Example of the ? button to tap on a mobile device to access the FX Mobile Help

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.