QuoteWerks Knowledgebase Topic (Article ID 6242)
SalesForce.com - Linking to an existing contact
This information applies to :
February 15, 2006
Is it possible to link a QuoteWerks document to an existing contact instead of an existing opportunity
It is possible to do, however, it is considered a workaround. Please look at the example below:
This example is showing a portion of the long URL string that you can see in Knowledge Base Article 6113.
- opportunity&SoldToCMOpportunityRecID is the field as it corresponds to QuoteWerks
- !Opportunity_ID is the field as it corresponds to Salesforce.com.
You will need to change the SalesForce field of the URL to reflect the Company_ID (or Contact_ID) as opposed to the Opportunity_ID as shown in the sample above.
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