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<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Maximizer Integration > F2 Lookup Features |
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In Maximizer 10.0 and higher, a list item in an F2 Lookup can be setup to retrieve information from the Maximizer record linked to the quote on the Sold To section of the Sold to / Ship to tab. In older versions of Maximizer, the list item in an F2 Lookup can only retrieve information from the active contact currently displayed in Maximizer. Below is a list of fields that you can retrieve from your contact manager, along with an example of their use:
Address_Line_1 Address_Line_2 City Company Country Client_Name Contact_Number Department |
Division Fax_Number First_Name Identification Initial Last_Name Mr/Mrs Name_and_Address |
Phone_4 Phone_4_Extension Phone_1 Phone_1_Extension Phone_2 Phone_2_Extension Phone_3 Phone_3_Extension |
Position RecType Receives_Mail Salutation Security State_/_Province Today’s_Date Today’s_Time Use_Client_Name Zip_/_Postal_Code |
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Example:
~Max_Macro(Name_and_Address)
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