Daniel
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Recent activity by Daniel-
Appointments Diary: Customise
Customise the appointments diary (note the schedule view has it's own customise option, see Schedule: Customise) Display Options Day Select the hours which you want to display for each daytime ...
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Displaying graphs in standard dashboard
This article shows how to display graphs 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 dashboard...
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Customers Buttons
Click Customer List on the top toolbar: The left side of the customer screen has the following buttons: Folder Cloud New Quote/Order New Opportunity Print List Groups New Communication Email Text ...
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Customer Folder
The customer folder is used to store information that comes from outside EQ, e.g. Word documents, e-mails, pictures so they are all kept in one central location. It is also used to keep a copy of ...
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My Catalogue Import from Other Formats
You can import a spreadsheet (XLS) file that contains your own products to make new products in My Catalogue. This could include products from small local suppliers who do not offer their catalogue...
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Contact History/Communication settings
These settings allow you to set the fields that you want to set as a compulsory option, so that it must be completed every time a new communication entry (contact history entry) is saved by your us...
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Suppliers: PWS Direct Pricing
In partnership with PWS EQ offers the EQ Direct Pricing platform to deliver your cost prices from PWS directly in to your EQ system. This delivers your price changes directly to your EQ software ap...
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Filters for valid users
When you have setup a filter you can restrict which EQ users can access it. This can be a useful addition to User Groups to restrict the data that staff can access. 1. Click Projects Lists > Save...
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Requirements for local and network computers
These requirements apply for EQ (versions 17 and older) installed on your own computers and servers. For requirements for accessing EQ Flex (versions 18 and newer), read this article: EQ Flex Requ...
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My Catalogue Special Priced Products
My Catalogue enables you to add your own products and services into a catalogue (or sub-catalogues). Those products can have straight forward cost and sell prices but also can be set up with specia...