The Macro Tester is available under the Contacts-> Macro Tester menu option. This two tabbed feature enables users to quickly pull in data via the DataLink based on the currently selected contact on the Sold to/ Ship to tab and also view a list of supported macros. This feature is available for any of the native QuoteWerks CRM/PSA integrations.
CRM DataLink Macro Tester
The QuoteWerks DataLink feature requests information from the integrated CRM or PSA systems to retrieve data from those systems. This feature is very useful as you can confirm the data that is going to be pulled into QuoteWerks via the DataLink before you actually set it up. In order to use this tester, you do need to have a contact selected on the Sold to/ Ship to tab.
Simply select the field from the CRM/PSA system that you'd like to test and click the [Send] button. This will show you the data that will be pulled if you setup the DataLink for this field in QuoteWerks.
QuoteWerks Macro Tester
The QuoteWerks Macro Tester is a great way to test a macro for your FPC layouts, Word layouts, Literature documents, Spec sheets, and other documents in QuoteWerks. This allows you to check that the macro you want to add to your output documents will print the information you need it to. This is a great way to quickly test a variety of macros for your documents to ensure you are adding the correct macro to your documents.
For example, if you wanted to make sure your customers titles appear in the layouts, you would need to find that macro. From the drop-down select the &DH_SoldToTitle and click [Retrieve]. This will display the title of the selected user. You now know the correct macro to add to your layout for the title. You can do this for any other macros if you are unsure what data it will return or if you are unsure if the macro is correct.
