QuoteWerks Built-In Contact Database
OverviewThis video will walk you through an overview of the QuoteWerks Built-in Contact Database.
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If you do not use a contact manager (CRM) that QuoteWerks integrates with or would prefer not to use a contact manager with QuoteWerks, QuoteWerks has a built-in contact database that allows you to store your contact information.
Contacts can be manually added or imported from a tab or comma delimited file.
QuoteWerks lets your search the database for a contact to use in the quote
QuoteWerks pulls other contact information into the quoteWhen you select the contact to use in the quote, our innovative DataLink feature can automatically pull other information from the database into the quote such as customer terms, customer sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.
QuoteWerks prints information pulled from other contact fieldsQuoteWerks has a built-in print layout designer that allows you to customize the look of your quote. The print layout designer also allows you to easily insert data fields from the contact database into the QuoteWerks print layout. Then, when you print the quote, QuoteWerks will pull data from the contact fields that you inserted into the print layout resulting in a printed quote that includes information from your contact. This feature is different from the DataLink feature (described above) in that this extra data is pulled from the contact and printed, but not saved with the quote. When you need to save the information pulled from the contact into the quote, you would use the DataLink feature. So, for example, if you are using a field in to store the contact’s assistant’s name, you can insert that field into the print layout so that when the quote is printed, the assistant’s name will be printed on the quote, but not saved with the quote.
QuoteWerks can pull lookup list information from the contact
Productivity Feature: Company AKA
Productivity Feature: Context Ref
Productivity Feature: Notes
The Notes field has a simple, but useful productivity feature. Pressing CTRL-I while anywhere on the Edit Contact window will switch to the Notes tab and insert the logged in user name, date, and time at the beginning of the notes field. It will insert, for example, "*** (John Lewe) *** May 10, 2010 at 9:45 am".