Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

download

Configuring the Tooltips

You can display additional details of product records on the different pages of CPQ Admin. When you hover the cursor on the product name, a tooltip appears that displays more details about the product. By default, you can see the Product Code, Product Family, and Product Description fields on the tooltip. You can configure the tooltip to display different fields.

The tooltips are displayed on the following pages:

  • Product Details page

  • Product Groups Details page

  • Price List Items Tab

To configure tooltips
  1. Navigate to Setup > Customize > Products > Field Sets. This field set displays the fields on the tooltip.
  2. Click Edit for Product Compact Fields.
  3. Drag and drop the desired fields in the In the Field Set column. You can add a maximum of 3 fields only. You must remove the unwanted fields.
  4. Click Save.

For more information on the Product Details page, refer to Navigating the Product Page.