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.

  1. Go to ADMIN SETUP > Application Settings > Global Settings > Object Summary View. The Object Summary View page is displayed.
  2. Configure the following details and click Save.

For Proposal Summary

Field NameDescription
NameEnter the name as "Proposal Summary".
Object NameSelect the object name as "Proposal".
Display FieldsSelect 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 NameDescription
Name

Enter the name as "Product Summary".

Object NameSelect the object name as "Product". 
Display FieldsSelect 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 NameDescription
NameEnter the name as "Account Summary".
Object NameSelect the object name as "Account".
Display FieldsSelect account field names. You can select any field from the account.

When you click the account name on the catalog page, you will see account summary page with the fields configured in Account Summary.