Using the Quote Detail View

Use the Detail view to see information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section. 

How Do I?

Use the Lookup to search for records

View a group

Promote Infor CRM Back Office Extension only.

Refresh Pricing

information boxes

The information boxes contain the primary information about the quote. The quote snapshot appears in the upper section of the detail view as well. Users with appropriate permissions can edit these boxes.

detail view tabs

Each tab shows specific information you can use for quote related activities. Click a link to see more information about each tab.

Products Details More Tabs
Attachments Sync History  

Additional tabs may be available if your implementation includes a Back Office Extension.

Sold To Ship To ERP Details
Bill To Discount Charges Sales Persons

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.



What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at