<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration |
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QuoteWerks integrates with the following contact management sources.
•Microsoft® Outlook with Business Contact Manager
•QuoteWerks™ built-in contact database
•None (you can manually enter contact information if you wish)
Another option is to use the QuoteWerks API to create a link between the applications. The SDK includes a sample program that shows you how easily you can accomplish this. |
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The simplest level of contact management integration is to retrieve contact information from a contact manager and place it into a quote, order, or invoice in QuoteWerks. QuoteWerks provides this level of integration for all of the supported contact managers. QuoteWerks also provides additional write-back integration with some of the supported contact managers, which will be covered later in this Chapter.
To choose the contact manager that you will be using with QuoteWerks, select the Contacts -> Setup Contact Manager menu:
On this window, you can select your contact manager: