Daniel
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Recent activity by Daniel-
Postcodes & Texts settings
This screen allows you to enter settings which are used to perform address lookups (from postcode) and sent SMS text messages. You can signup for a free trial with 10 credits or contact sales to su...
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EQ 12 Tips of Christmas - Day Ten: Quote Flags and Filters
Learn how to apply your own labels to quotes and orders, and filter by the flag names to easily work with them. For example flagging up complaints, warranty claims or other customer service related...
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Release Notes EQ v17.8.7171
Released on 17/07/2024 News Features Users of the Blanco UK catalogue can now benefit from calculated discounts which are added to your order when ordering qualifying products. For full details ...
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Product item notes and comments
Item notes, fitting notes and user comments are free text notes you can add to products on any quote/order. A note could be entered by an EQ user against a product to add important information. Th...
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EQ Professional Features & Benefits
A short overview of some of the main features of EQ Professional (compared to EQ Foundation). You can click the chapter icon at the bottom of the video to skip to any of the 7 sections: For furt...
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Setting discounts and margins on JJO catalogues
Previously the JJO furniture catalogues (for example, Avalon furniture) contained only the fitted furniture products, whilst the accessory products were in a separate "Components" catalogue.. In a ...
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Import a plan from ArtiCAD
You can create a design in ArtiCAD and import the product list into EQ to quickly produce a quote using EQ's catalogue data and prices. Note: Before beginning you need to have a customer folder. Cu...
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Microsoft 365: Intermittent email sending via Office 365 through EQ
During October we have been made aware that some of our customers are experiencing problems reliably sending emails if they use Microsoft 365's email server (SMTP) settings through EQ. During our i...
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Customers Groups
Customer groups allow you to allocate 1 customer record to more than one group. This helps you filter the list and find and display customers who meet the group's criteria. Unlike customer types yo...
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Stock Reports
As long as you use the stock control module, you can print a stock list of products and a stock valuation report. For reporting purposes stock in EQ are only products that you use with the stock c...