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This section will take you through the steps of integrating your Microsoft Outlook or Outlook with Business Contact Manager CRM with QuoteWerks.

Setup

Select the Contacts -> Setup Contact Manager menu to choose your contact manager:

Select the Outlook option on the left hand side, then click on the [Outlook Setup] button to begin setup.

 

For more information on Outlook and Outlook Business Contact Manager integration, please see:

●Outlook and Outlook BCM Setup

●Pulling Outlook or Outlook BCM Contact Information into QuoteWerks

●Writing Information Back to Outlook or Outlook BCM

●F2 Lookup Features

●Including Additional Contact-Manager Fields when Printing

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