In this chapter, you’ll learn how to customize features in QuoteWerks to fit your organization’s needs.

For more information, see the following sub topics:

•Customizing Fields on the Custom Tab, Tab Names, and Field Labels

•Customizing Columns on the Document Items Tab of the Quote Workbook

•Customizing Product Fields, Contact Fields, and Menus

•F2 Lookup List Feature

•Setting Personalized Preferences

•Setting Defaults and Options

•Customizing Menu Items

•Settings Manager