Daniel
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Recent activity by Daniel-
EQ Flex on an iPad
EQ Flex can be accessed via browser on desktop computers, and for the best experience using an iPad we recommend you use the Microsoft Remote Desktop application, instead of browsers such as Safari...
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Virtual Worlds CAD integration
With EQ version 17.6.1 and above there is a new integration with the leading bathroom CAD package, Virtual Worlds.It is possible to create a design plan in Virtual Worlds and import all of the prod...
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Stop non-furniture products showing as Furniture (Quotation Groups as sub-headings)
Quotation Groups are determined by the product's type and category which are set within the catalogue you have downloaded (or, for your own products, set by a user in My Catalogue). They are colour...
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Best Practices Guide
This guide explains some best practices and maintenance routines which will help keep your software in good working order. test It covers the following topics: Closing EQ Flex correctly Closing EQ ...
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Export quote/order to a CSV file
Once a quote or order has been saved you can export the order details (including associated customer, communication and product line details) to a CSV file. A CSV (comma separated values) file can ...
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Export to QuickBooks (Online and Desktop) Overview
This article provides an overview of how to export data to QuickBooks main 2 types of product of accounts software. EQ will use the file format CSV to export data that QuickBooks can import. Quic...
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Projects Opportunities
Open Projects > Opportunities to view all opportunities across all customers.Either use the main toolbar's dedicated Sales Opportunities iconor click Project Lists > Opportunities. This opt...
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Configuring EQ file locations to use shared data
These instructions apply to EQ when it is installed as a desktop application, using a local area network (LAN) to share data. It does not apply to remote servers or any hosted EQ Flex software.By d...
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Customer Supplier Discounts & Margins
Catalogue pricing is set in the Supplier List screen. These options allow you to set a discount and margin for a catalogue (or catalogues) just for the currently selected customer. This will overri...
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Editing an appointment (communication entry)
The Communication section allows you to create and store all contact with a customer (previously called Contact History). The Communication tab of the Customer screen stores all contact details and...