Please enable JavaScript to view this site.

QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
  •      

In Maximizer 10.0 and higher, a list item in an F2 Lookup can be setup to retrieve information from the Maximizer record linked to the quote on the Sold To section of the Sold to / Ship to tab. In older versions of Maximizer, the list item in an F2 Lookup can only retrieve information from the active contact currently displayed in Maximizer. Below is a list of fields that you can retrieve from your contact manager, along with an example of their use:

Address_Line_1

Address_Line_2

City

Company

Country

Client_Name

Contact_Number

Department

Division

Fax_Number

First_Name

Identification

Initial

Last_Name

Mr/Mrs

Name_and_Address

Phone_4

Phone_4_Extension

Phone_1

Phone_1_Extension

Phone_2

Phone_2_Extension

Phone_3

Phone_3_Extension

Position

RecType

Receives_Mail

Salutation

Security

State_/_Province

Today’s_Date

Today’s_Time

Use_Client_Name

Zip_/_Postal_Code

Note:User Defined Fields work too, just use their field name.

Example:

~Max_Macro(Name_and_Address)

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