A list item in an F2 Lookup can be setup to retrieve information from the current contact displayed in your contact manager.

In addition to the list of fields below, Customer custom fields can be retrieved from Sage 50 (Peachtree) also. You can view a complete list of them in the DataLink setup. To view this list, select the QuoteWerks Contacts -> Setup Contact Manager menu, and make sure that you have selected Sage 50 (Peachtree). Next click on the [DataLink Setup] button, and click on the Contact Manager drop down field list to see a list of the field names.

Below is a list of fields that you can retrieve from your contact manager, along with an example of their use:

Ship_Via_Text

BillToTaxCode

{Any Sage 50 (Peachtree) customer custom field like: CustomFields->Referral}

Example:

~Peachtree_Macro(Ship_Via_Text)