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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

A list item in an F2 Lookup can be setup to retrieve information from your contact manager.  For Kaseya BMS you can retrieve company or contact information.  For a list of fields that you can use, go into the DataLink setup where you add a new field mapping and in the Contact Manager Field drop down you will see a list of all the available fields that can be used.


~Kaseya BMS_Macro (contact->phone_home)

Note:See the F2 Lookup section in Customizing QuoteWerks for more details on the F2 Lookup feature.