Tips & Tricks

Monthly Tips 2026

• May 2026 - Auto calculating My Catalogue products
• April 2026 - Power BI Dashboards
• March 2026 - Help & Support
• February 2026 - Projects Opportunities
• January 2026 - Resource Planner

Monthly Tips 2025

• Christmas 2025 - Email via Microsoft accounts
• Christmas 2025 - Adding and editing your company logo
• Christmas 2025 - Favourite products
• Christmas 2025 - Quote screen filters
• Christmas 2025: Recover deleted customers
• Christmas 2025: Export mailing list

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Monthly Tips 2024

• EQ 12 Tips of Christmas - Day One: Filtering Customers
• EQ 12 Tips of Christmas - Day Two: Export Mailing Lists from Customer
• EQ 12 Tips of Christmas - Day Three: E-mail Templates
• EQ 12 Tips of Christmas - Day Four: SMS Templates
• EQ 12 Tips of Christmas - Day Five: Favourite Products
• EQ 12 Tips of Christmas - Day Six: Customer Types 1

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