F2 Lookup Features

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Navigation:  QuoteWerks Help > CHAPTER 9: Contact Management Integration > Kaseya BMS Integration > Using the Kaseya BMS Integration >

F2 Lookup Features

A list item in an F2 Lookup can be setup to retrieve information from your contact manager.  For Kaseya BMS 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:

~Kaseya BMS_Macro (contact->phone_home)

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