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QuoteWerks Knowledgebase Topic (Article ID 6205)

Linking QuoteWerks Contact Manager Terms field to Sale Info Tab Terms field

This information applies to :

Article ID
6205

Created/Updated
January 23, 2006

Category
Datalink


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Question:
How do I pull in the terms information from the QuoteWerks contact manager to the Sale Info terms field?

Answer:
1. Click Contacts > Setup Contact Manager.
2. Click Datalink Setup.
3. Select the Terms field in the first and third drop down menus.
4. Click Ok and verify this works when bringing in QuoteWerks contact manager information on a new document.

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