Daniel
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Recent activity by Daniel-
Email & Text Templates
Create templates to send e-mails and text messages from EQ. You can use merge fields so that content can be personalised and contain data straight out of your EQ customer database. Emails and text ...
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Customer Database settings
These settings change the way customer records and displayed, including colour coded status, on stop status, and special account options. Click: System Config > Miscellaneous Configuration > Cust...
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Cannot connect to the Internet message when trying to download catalogues
If you click the Download Catalogues menu option and see a message that shows "Cannot connect to the Internet" you should check these things:Is your Internet connection active?If other programs co...
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October 2024: Sticky Notes
Sticky Notes are available in all versions of EQ and EQ Flex. Users can add their own notes for quick reminders and important pieces of information that needs to be visible.Simply right-click the w...
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How to use EQ for email marketing campaigns (bulk send email)
As part of EQ's CRM capabilities EQ manages your customer list and communication entries, so it is very useful as a starting point for marketing prospects who have expressed interest, contacted you...
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EQ Flex Version 18: What's New?
Read more about version 18's new features including the new interface, mixing furniture catalogues in the same quote and order, heading titles and Virtual Worlds integration. Download the Wh...
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How to use phases/fixes in quotes and orders
EQ Professional has the ability to use preset phases when building quotes. Each product is selected for a phase and then once accepted, the order contents can be filtered by phase to make it conven...
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Projects Configuration settings
These options allow you to change how the projects screen is displayed. Tick each to enable. Click: System Config > Projects > Configuration Only allow the layout of the projects screen to be ...
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September 2024: Stock Control
Stock Control in EQ Professional and EQ Flex Professional helps keep track of your products and organise your warehouse. This short video shows a stocked product, how to use stock on orders and cre...
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EQ Version 17.8: What's New?
The features in the above video are available to both EQ version 17.8 and EQ Flex version 18. The video shows some headline features from the past 12 months of development (up to May 2024). For ...