| |
| |
Quick Bid - 03.05 Program Options - Lookups (Assigning Fields to Master Record Contact Types) - QB
| Views: 1100 Last Updated: 11/04/2024 10:06 am |
0 Rating/ Voters
|
 |
| Be sure to rate this article 5 Stars if you find it helpful! |
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  .
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.
|
| |
Program Options - M/U Cost Codes