Using Refine Your Search
You must have configured Custom fields for each search question.
When you are selecting items from the Product Catalog, Refine Your Search enables you to narrow the list of products to those that match your search filter questions.
For a product to be displayed on the Catalog page, it must match all of the selected Refine Your Search criteria.
- Select a Quote/Proposal and click Configure Products.
- On the Catalog page, search for a product. Based on your selected category, all the products are listed in the Product Catalog section.
- The Refine Your Search window displays the search filter questions. Select a value to answer the questions that best match your requirements, and based on your selection, the list of products are further filtered to narrow down the list.
The displayed products list will refresh to only display those products which match the search criteria. Products must match all criteria to be displayed.
Additional selections you make in the Refine Your Search window will further filter the products list.