Daniel
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Recent activity by Daniel-
Component Price List Report (Price List Builder)
The Component Price List can export prices from a carcase catalogue and add doors from a door catalogue (in selected ranges) to combine the prices of carcase and door, to help you create a complete...
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What's my password? Is the password blank?
How you login to EQ depends whether you have desktop EQ or EQ Flex in the cloud. EQ (on your computer/server)When you have a newly installed EQ, with no data setup, the password screen prompts you ...
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Email setup for Microsoft accounts (including 365, Hotmail, Outlook, Live)
You need to setup email configuration so that EQ can send emails (quotes, orders, purchase orders and all customer communication).These instructions show you how to setup email in EQ to work with M...
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Moving from EQ to EQ Flex
EQ Flex is the latest version of EQ (version 18 and above) that is available through a web browser. That gives you flexible access from any computer or many tablets.This article describes the diffe...
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Right-click Quote/Order Ref
Once you have saved a quote or sales order you can retrieve it to open it, or interact with it using the right-click menu. When you right-click on a Quote/Order Ref (from either Customer List or Pr...
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How to merge your own documents
In addition to using the Print options to print the pre-built document templates such as quotations, orders, letters etc. You can also create your own documents which can be designed by you. You co...
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Create a new opportunity
These options are only available if you have the Opportunities module activated in EQ Professional. Contact support if you wish to activate this. To get started read an overview about opportunities...
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Export invoices to Xero Accounts
EQ can export accounts data in file formats that are appropriate for importing into Xero Accounts, amongst other accounts software. This article applies to EQ Professional customers only. It covers...
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How to install EQ PDF Driver
EQ has the ability to create PDF versions of most documents to make it easy to share, email and save. Before generating your first PDF the EQ PDF Driver needs to be installed. The PDF driver is i...
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Customers Contacts Tab
You can enter extra contact names and contact details here for any extra contact names (e.g. members of staff) on your customer record. 1. Open the Customer List screen: 2. Select a customer rec...