Daniel
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Recent activity by Daniel-
Email setup with SMTP servers
These instructions allow you to setup EQ to send email with an email provider who uses an SMTP server connection. You will need to know your provider's username, password and server settings to ent...
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EQ System requirements overview
It is important to ensure that your computers and IT equipment can successfully run EQ well. What do I need to run EQ on my computer? Ensure you access the correct requirements for your product a...
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How to change the file locations (datapaths) for EQ's databases
When EQ is installed on 1 PC there is an installation folder within Program Files (x86) and a set of data folders where the data files are stored (also called datapaths). If your EQ connects to sha...
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How to add or edit a customer
EQ has a Customer List for saving all of your customer details such as name, address, telephone numbers and more. All documents you create are saved back to your customer. Add a Customer Click t...
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Opportunities in Dashboard
Both the Opportunities module and Dashboard module require activating in EQ Professional. Please contact support if you do not have these. As with other areas of your business you can report on s...
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Milestone overview and setup
Milestones are stages of an order that visually show you which stages of the order are complete. They are displayed on the Projects > Sales Orders screen in the blue shaded columns. They can be use...
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Customer Product Prices
This Prices button allows you to configure pricing so that the selected customer can receive a special cost price and/or special selling price. 1. Click Customer List on the top toolbar: 2. Sel...
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Adding a new appointment (communication entry)
Communication (Contact History) articles:Creating a new appointment (communication entry)Editing an appointment (communication entry)Resulting an appointment (communication entry)The Communication ...
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Export purchase invoices to Sage (desktop)
You can export purchase invoices into Sage Accounts 50 (version 11 and above), Sage Instant Accounts and Quick Books (2003 only) and some other accounts packages. These instructions are for a 2 pa...
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Recording supplier purchase credits
Use this screen to record a supplier's credit note when received. By doing this you will be able to return to the costings screen and compare estimated costs with actual costs. You can also run cos...