To retrieve account/contact information from HaloPSA into QuoteWerks, first select the Sold to / Ship to tab. Click on the button next to the Sold to, Ship to or Bill to boxes. The Lookup HaloPSA contact window will appear:

You can search for an HaloPSA Contact to add to the quote by Name, Phone, Client Name, Client Phone, User First Name, or User Last Name.  

Select the field that you want to use in the search and then enter the corresponding value. When you click on the button, the results of your search will be displayed.

Once you have found the account or contact you are looking for, select the record and click on the [Sold To] button to use this record for the Sold to information. You can also select a record and click on the [Ship To] button to use this record for the Ship to information or you can click on the [Bill To] button to use this record for the Bill to information. When you are finished selecting records, click on the [Close] button. You will be returned to the Sold to/ Ship to tab and the selected records will be pre-filled in the Sold to/Ship to/Bill to fields.