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F2 Lookup Features

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Act! 2005 and Higher Support

A list item in an F2 Lookup can be setup to retrieve information from the current contact displayed in your contact manager.

Many fields can be retrieved from Act! 2005 and higher. You can view a complete list of them in the DataLink setup. To view this list, select the QuoteWerks Contacts -> Setup Contact Manager menu, and make sure that you have selected Act! version 2005 and higher. Next click on the [DataLink Setup] button, and click on the Contact Manager drop down field list to see a list of the field names.

Example:

~ACT_Macro(TBL_CONTACT->FULLNAME)

 

Using F2 Lookup Features with Earlier Versions of Act!

Act! 4.0, 2000/5.0, and 6.0 Support

A list item in an F2 Lookup can be setup to retrieve information from the current contact displayed in your contact manager.

Below is a list of fields that you can retrieve from Act! along with an example of their use:

Addr1

Addr2

Address

Alt_Address1

Alt_Address2

Alt_City

Alt_Ext

Alt_Phone

Alt_State

Alt_Zip

AltCountry

Alt1_Ext

Alt1_Phone

Alt1_Title

Alt1Last_Reach

Alt2_Ext

Alt2_Phone

Alt2_Title

Alt2Last_Reach

Asst_1

Asst_2

Asst_Ext

Asst_Phone

Asst_Title

Car_Phone

City

Contact

Cont_Type

Country

Create_Date

Creator

Dear

Department

Edit_Date

Edit_Time

Ext

Fax

Fax_Ext

First_Name

Home_Phone

ID/Status

Last_Attempt

Last_Meet

Last_Name

Last_Reach

Last_Results

Letter_Date

LogonCarrier

Manager

Merge_Date

Name

Owner

Pager

Phone

Pub_Status

Referred_By

Sec

Spouse

State

Title

Unique_ID

URL

User_1

User_2

User_3

User_4

User_5

User_6

User_7

User_8

User_9

User_10

User_11

User_12

User_13

User_14

User_15

Zip_Code

 

Example:

~ACT_Macro(Alt_Address1)

 

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

Version 5.2 (Build 8.12)  - July 7th, 2017