You must configure object summary view settings to display the summary information for the proposal (cart header), product, and account.
If there is no Object Summary Setting configured, only the name will be displayed by default when you open the Proposal, Product, and Account summary pop-up.
Go to ADMIN SETUP > Application Settings > Global Settings > Object Summary View. The Object Summary View page is displayed.
Configure the following details and click Save.
For Proposal Summary
Field Name
Description
Name
Enter the name as "Proposal Summary".
Object Name
Select the object name as "Proposal".
Display Fields
Select proposal field names. You can select any field from the proposal.
When you click the proposal name on the catalog page, you will see proposal summary with the fields configured in Proposal Summary.
For Product Summary
Field Name
Description
Name
Enter the name as "Product Summary".
Object Name
Select the object name as "Product".
Display Fields
Select product field names. You can select any field from the product.
When you click the product name on the catalog page, you will see product summary page with the fields configured in Product Summary.
For Account Summary
Field Name
Description
Name
Enter the name as "Account Summary".
Object Name
Select the object name as "Account".
Display Fields
Select account field names. You can select any field from the account.
When you click the account nameon the catalog page, you will see account summary page with the fields configured in Account Summary.