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F2 Lookup Features

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A list item in an F2 Lookup can be setup to retrieve information from your contact manager. For Autotask you can retrieve company or contact information. For a list of fields that you can use, go into the DataLink setup where you add a new field mapping and in the Contact Manager Field drop down you will see a list of all the available fields that can be used.

Example:

~Autotask_Macro (contact->phone_home)

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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