QuoteWerks Web - Contacts

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QuoteWerks Web - Contacts

The Contacts shortcut will bring users to Find Contact window.

QuoteWerks Web can search contacts in the following CRM/PSA systems:







The contact manager or PSA must already be set in QuoteWerks Desktop in order to pull contacts.  Users must also have a document open in QuoteWerks Web before a contact can be added to it.  Once the contact has been found and added to the document, a confirmation message will display in the bottom right-hand corner of QuoteWerks Web confirming the contact was added.



The available columns can also be re-ordered by dragging and dropping them to the right or left and sorted by clicking on the arrows next to the column names.