Pulling Saleslogix Contact Information into QuoteWerks |
  
|
Pulling Saleslogix Contact Information into QuoteWerks |
|
While Saleslogix is running, select the Sold to / Ship to tab in QuoteWerks:
To insert the currently active contact record from Saleslogix into the quote, click on the button next to the Sold to, Ship to, or Bill to 
fields.
Searching the Saleslogix Database for a Contact to Use in QuoteWerks
Another way to select a Saleslogix contact for the Sold to and or Ship to fields is to click on the 
button next to the Sold to / Ship to boxes. The Lookup Saleslogix Contact window will appear:
The “Use Contact currently displayed in Saleslogix” option will be selected by default. This will display the contact information for the contact record that is currently displayed in Saleslogix.
When you select the “Search Saleslogix’s database for a contact” option, you can select the field that you want to use in the search, and then you can enter the value that you are searching for. When you click on the [Find] button, the results of your search will be displayed:
Once you have found the account or contact you are looking for, select the contact and click on the [Sold To] button to use this contact for the Sold to information. You can also select a contact and click on the [Ship To] button to use this contact for the Ship to information or you can click on the [Bill To] button to use this contact for the Bill to information. When you are finished selecting contacts, click on the [Close] button. You will be returned to the Sold to/ Ship to tab and the selected contacts will be pre-filled in the Sold to/Ship to/Bill to fields.