Daniel
- Total activity 837
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 8
- Subscriptions 364
Articles
Recent activity by Daniel-
Google Calendar Sync
The EQ appointments diary can be connected to Google Calendar. Your Google Calendar account can then be accessed online (in a browser) and shared with computers (e.g. in Outlook calendar) and mobil...
-
Displaying data in standard dashboard
This article shows how to display data in the Dashboard.The dashboard detailed here is the legacy dashboard in EQ versions 18 and older. (EQ Flex version 25 has introduced new Power BI dashboards w...
-
Customer List General Notes
1. Click the Customer List button on the top toolbar: 2. Click the General Notes tab. 3. Ensure you click Edit to make changes. If your system is using free type notes: This is a large text box...
-
My Catalogue Import/Export (Standard Format)
For ease of editing you can export your own products to an Excel spreadsheet to make changes and add new products and then import back into EQ. It can be quicker than adding your own products manua...
-
Delete a saved filter
Saved Filters (from projects, or from customer) can be removed. Deleting a filter does not delete any quotes, customers, or other data, only the saved filter is deleted. Go to Projects Lists and ...
-
Stock: Create a stock label with barcode
When an item is added to EQ Stock Control you can print a default barcode, which identifies the product using an EQ internal stock code. This article shows you how to print labels for 1 or every st...
-
January 2026 - Resource Planner
With Resource Planner it's easy to schedule work like installation and trades and balance workloads (with individuals or teams). All bookings are linked into the CRM view too so your information is...
-
Release Notes EQ Flex v18.0.9067
Released 06/09/2024 New Features Email sending via EQ has been upgraded with the ability to Sign in with Microsoft when using email addresses with Microsoft 365 or those ending @hotmail, @outloo...
-
Microsoft email authentication changes (September 2024)
Customers who use EQ or EQ Flex with Microsoft email addresses via Microsoft 365 or those addresses ending with @outlook, @hotmail or @live need to upgrade, in order to keep sending email via E...
-
Supplier Quick Start Guide
As a supplier providing your product data for catalogue content you have access to an EQ Foundation licence so that you can view and experience your catalogues like all EQ users. Software install...