To retrieve account/contact information from Zoho into QuoteWerks, first select the Sold to / Ship to tab. Click on the button next to the Sold to / Ship to boxes.

The Lookup Zoho contact window will appear:

Select the field that you want to use in the search, and then enter the value that you are searching for. 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 contact and click on the [Sold To] button to use this contact for the Sold to information. You can also select a contact and click on the [Ship To] button to use this contact for the Ship to information or you can click on the [Bill To] button to use this contact for the Bill to information or the [All] button to populate the same contact information across all three fields.

When you are finished selecting contacts, click on the [Close] button. You will be returned to the Sold to/ Ship to tab and the selected contacts will be pre-filled in the Sold to/Ship to/Bill to fields.

Clicking on the button will display this contact in Zoho.

Create New Company and Contact in Zoho CRM
To create a new Company and Contact from the Sold to/Ship to tab, you will need to fill out the Company and Contact fields at a minimum. However, we recommend filling out all of the contact fields (title, address, email, phone, etc.) so all of this data is created in Zoho CRM for you.  This will then activate the new contact button on the toolbar above the contact.

The Company and Contact cannot already exist in Zoho CRM for this feature to work. If the company already exists, you will need to create the contact separately in Zoho CRM. The contact field cannot already be populated with a contact that was retrieved from Zoho CRM in order to use this feature.  

There is also an Access Right CannotCreateCRMContact that you can set if you do not want specific users to be able to use this feature.