If you are a distributor and your customer has an existing QuoteFast account, you do not need the number to share a project or upload to EQM. Simply select the company name from the list that appears when trying to send to EQM. However, if your customer does not have an existing QuoteFast account, you will have to look up their customer account number on EQM at this time. We hope to add full customer search capability to QuoteFast in the future.
If you are not a distributor then you do not have to worry about entering account numbers in any QuoteFast function as they are already embedded into your account profile.
