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Quick Bid - 03.05 Program Options - Lookups (Assigning Fields to Master Record Contact Types) - QB

Views: 1044 Last Updated: 11/04/2024 10:06 am 0 Rating/ Voters
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Click Tools > Options to open the Options dialog, the click on the "Lookups" tab.

These are Database options and affect the active, current database only. Other databases may have other settings.

Lookups Options

The Lookups tab sets various Contact Types for different Lookups used in Quick Bid. For example, when Quick Bid expects you to assign a Supplier, you can designate the "Contact Type" that should be considered a "Supplier" when you click the Lookup button the lookup button is a magnifying glass that opens the relevant Master List.

Basically, the Lookups options map program fields (such as "Suppliers") to Contact Types in the database. The defaults should suit most users - there is no need to configure these unless your organization, for example, calls "Suppliers" something different.

Quick Bid Options dialog box open to the Lookups tab

click here to view the previous article Program Options - M/U Cost Codes Program Options - Category Codes click here to view the next article



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