Question:
How to change the display order of the listed detailed products during Call creation within the Detailed Groups?
Answer:
To change the order of the products, edit the Display Order field in the Product Catalog. For example:
- The default order is alphabetical from left to right within the Detailed Group.
- Edit the two Product Catalog records, in order to change their order.
Example: Set 1 for Test 2 and set 2 for Test 1.
- Schedule a new call to verify the new display order.
Related Documentation:
CRM Online Help: Detailing a Product in a Call