3.1. Client Codes

If you are using your find template for the purposes of creating a Virtuoso Launcher button, you may want to perform a search based on the contact record you are on in your CRM, if that's the case you must add a special designation to the Client field in the Worldox Find Template.

The designation is:

{!CONTACTCODE!}

Here is an example of a Worldox Find Template that uses this code:

This code must be present to do a search in Virtuoso based on the contact record you are on in your CRM.  If this code is not included, Virtuoso will perform a search in Worldox for all documents based on the other criteria provided in the Find Template.

Note:  This special designation is only designed to work with Virtuoso launcher buttons.