Daniel
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Recent activity by Daniel-
Acknowledgement Layout settings
These settings change the printed acknowledgement layout such as product groups, pricing and signature line. Fitting Options (on acknowledgement) Additional Layout Options Product Group Settings (o...
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Quotation Layout settings
These settings change the printed quotation document like hiding the product code or combining sub-items as well as quote screen behaviour such as quotation groups. Note any document templates you ...
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General Layout Product Grouping settings
Here you can change the type and category combinations used to present product information. You can re-classify types/categories into a different quotation groups so they follow the presentation ru...
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General Layout settings
Settings here change document layouts like showing company logo, change the header to fit business letterhead, removing the manufacturer's name from products and when to print images. Click: Syst...
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Document Titles settings
Document titles allow you to alter the names of printed documents. For example EQ labels documents as Quotation, and an Acknowledgment but you can type over these names to replace them. E.g. you ca...
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Toolbar settings
These settings let you change the behaviour of left and right clicks for the New button when starting new quotes and new orders. You can also disable toolbar customise options for all users. Clic...
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System Locks settings
System Locks apply restrictions to working with a quote once it has been accepted, and when orders can be archived. Click: System Config > System > System Locks Tick the box to enable the foll...
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Word Processor settings
The word processor settings let you switch between using the EQ WP (built in) or Microsoft Word for creating documents. Click: System Config > System > Word Processor In addition to standard E...
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EQ Calendar App Settings
These options control how EQ works with the EQ Calendar app for mobile devices (the mobile app is no longer available for purchase). Click: System Config > Optional Modules > EQ Cloud EQ Cal...
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EQ Showroom App settings
These options control how EQ works with the EQ Showroom app for mobile devices (the mobile app is an additional chargeable app that is no longer available). Click: System Config > Optional Modules ...