Daniel
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Recent activity by Daniel-
August 2026 - Quote screen filters
The quote screen can become full of products as you create long quotes. Using the filters at the bottom toolbar can help you work with large lists by showing only selected segments at a time.You ca...
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Error sending email "Server replied with invalid authentication response"
SymptomWhen sending an email via EQ you may receive the following System Message: The following Error Occurred while sending our emailServer replied with invalid authentication response. CauseYou a...
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EQ Flex and the Customer Journey
EQ Flex is an end-to-end management solution for your KBB business. EQ's features improve the customer journey and management from the very first lead capture, through to reconciling purchase invoi...
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July 2026 - Validation Rules
Validation rules are helpful reminders when you click save on a Quote or Order. They can remind you to add on certain products or services and prevent you forgetting key parts of your order. For ex...
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How to check your SMS/text message and postcode credits balance
You can use these steps to check the available balance of your credit account.Credits are used when sending SMS text messages (1 message is 160 characters) and when entering a postcode and looking ...
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How to purchase SMS/text message and postcode credits
EQ Flex can send text messages. You can use these to send to customers for marketing, keeping in contact, advising of upcoming appointments and other reminders. You can send messages to customers, ...
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📢 What's New in EQ Flex version 26?
EQ Flex version 26 is unveiled at the KBB Show 2026 (1st to 4th March). Flex platform integrationFlex platform integration brings cloud enabled features to EQ Flex and makes it easier to use Winner...
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Christmas 2025 - Email via Microsoft accounts
You can email directly via EQ using many different types of email account. A popular option is a Microsoft account (either as part of Microsoft 264 office suite, free addresses like @hotmail or @ou...
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Christmas 2025 - Adding and editing your company logo
You can print your company logo and information on the header of most customer facing documents from EQ, like the quotation, contract, invoices and delivery notes.This shows you how to paste your e...
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Christmas 2025 - Favourite products
Favourite products allow you to make lists to quickly and easily find and answer products onto quotes and orders. It can be useful to group frequently sold products together, easily access time-lim...