Daniel
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Activity overview
Latest activity by Daniel-
Daniel created an article,
August 2026 - Quote screen filters
The quote screen can become full of products as you create long quotes. Using the filters at the bottom toolbar can help you work with large lists by showing only selected segments at a time.You ca...
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Daniel created an article,
June 2026: Freecode (miscellaneous) products
Freecode products allows you to quickly add a product line to a quote or order that is not connected to any catalogue product. They can be used for one-off additions, bespoke products or additional...
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Daniel created an article,
Error sending email "Server replied with invalid authentication response"
SymptomWhen sending an email via EQ you may receive the following System Message: The following Error Occurred while sending our emailServer replied with invalid authentication response. CauseYou a...
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Daniel created an article,
EQ Features: Additional Tools
EQ Flex is an end-to-end management solution for your KBB business. EQ's features manage the core customer journey and provide extra tools to help organise the after-sales process. It also offers t...
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Daniel created an article,
EQ Features: After-Sales Processes
EQ Flex is an end-to-end management solution for your KBB business. In addition to EQ's features managing the customer journey it offers features vital to help manage after-sales care.Here is a vis...
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Daniel created an article,
EQ Flex and the Customer Journey
EQ Flex is an end-to-end management solution for your KBB business. EQ's features improve the customer journey and management from the very first lead capture, through to reconciling purchase invoi...
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Daniel created an article,
July 2026 - Validation Rules
Validation rules are helpful reminders when you click save on a Quote or Order. They can remind you to add on certain products or services and prevent you forgetting key parts of your order. For ex...
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Daniel created an article,
May 2026 - Auto calculating My Catalogue products
My Catalogue provides the ability to add your own product codes for products or services. You could use those codes to adding surcharges such as delivery charges, and you can set a pricing type to ...
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Daniel created an article,
How to check your SMS/text message and postcode credits balance
You can use these steps to check the available balance of your credit account.Credits are used when sending SMS text messages (1 message is 160 characters) and when entering a postcode and looking ...
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Daniel created an article,
How to purchase SMS/text message and postcode credits
EQ Flex can send text messages. You can use these to send to customers for marketing, keeping in contact, advising of upcoming appointments and other reminders. You can send messages to customers, ...