When customizing your print layouts, you can insert fields from your Contact Manager into the print layout. When you print the quote, QuoteWerks will retrieve the information from the contact manager fields and print it on your quote without the data actually being stored in the quote. See Printing and Customizing Document Layouts for details.
Note: | For ACT! versions prior to version 2005, QuoteWerks will always retrieve this information from the currently active contact in your contact management software |
|