GoldMine & QuoteWerks Tip: Configure the 'Data link' #quotewerks #goldmine

QuoteWerks can be configured to automatically pull the customer profile from a field in your contact manager using the DataLink feature. 

1. To change the Data Link Setup..

-Log into QuoteWerks as Administrator
-Select Contacts | Setup Contact Manager
-Press Data Link Setup (On my system I am linked to GoldMine)
-Select New
-Pick your Contact Manager Field
-Pick your QuoteWerks field
-Press OK | OK | OK

2. To test your link goto the 'Sold To / Ship To Tab' and pick a contact

See the 'Contact Management Chapter' in the QuoteWerks manual for more details.

Disclaimer: Wizard Systems or its employees accepts no responsibility of any loss or damage resulting directly or indirectly from the use of this information.

Please contact Wizard Systems for any support on GoldMine or QuoteWerks.