CHAPTER 6: Customizing QuoteWerks

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CHAPTER 6: Customizing QuoteWerks

In this chapter, you’ll learn how to customize features in QuoteWerks to fit your organization’s needs.

For more information, see the following sub topics:

Customizing Fields on the Custom Tab, Tab Names, and Field Labels

Customizing Columns on the Document Items Tab of the Quote Workbook

Customizing Product Fields, Contact Fields, and Menus

F2 Lookup List Feature

Setting Personalized Preferences

Setting Defaults and Options

Defining and Publishing Menu Items

Customizing the Tools Menu using MENUOPTS.ADD

Settings Manager