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

A list item in an F2 Lookup can be setup to retrieve information from your contact manager. For a list of fields available for use, go to Contacts -> Setup Contact Manager menu, click on the Outlook Setup button, and then click on the [DataLink Setup] button on the Advanced tab. Under the Contact Manager Field drop down, you will see a list of all the fields you can use to pull additional information. Below is an example of their use, where Lastname is the actual field name.



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