<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Saleslogix/ Infor CRM Integration > Writing Information Back to Saleslogix |
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While Saleslogix is running you will have the option to write back information to Saleslogix when you save the quote.
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All of the following features require that you have already pulled the contact information into the Sold to / Ship to tab of the Quote Workbook. When this is done, the Saleslogix contact record id is embedded into the quote (see Pulling Saleslogix Contact Information into QuoteWerks for more details). QuoteWerks then uses this record id to write information back to Saleslogix.
Please click the following topics to learn more about writing information back to Saleslogix:
•Creating or Updating a Document Attachment in Saleslogix
•Creating or Updating a Follow-Up Call in Saleslogix