Matthew Hilton

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Activity overview

Latest activity by Matthew Hilton
  • Matthew Hilton created an article,

    Import a plan from Winner Design (separate PC to EQ)

    You can create a design in Winner and import the product list into EQ to quickly produce a quote using EQ's catalogue data and prices. The following instructions apply when Winner and EQ are not in...

  • Matthew Hilton created an article,

    2020 Fusion CAD Import into a quote

    It is possible to create a plan in 2020 Fusion and import the product list into an EQ quote to save the need to manually re-enter products.   In 2020 Fusion 1. Have your completed plan saved and op...

  • Matthew Hilton created an article,

    Weekly Delivery/Production List

    This article applies to the Weekly Delivery List and Weekly Production List. Both views operate in the same way except they are populated based on the relevant dates. An order will appear in the De...

  • Matthew Hilton created an article,

    Weekly Delivery/Production List

    The Weekly Delivery List will show you a list of sales orders being delivered whichever week you choose.   The Weekly Production List will show you a list of sales orders with production dates for ...

  • Matthew Hilton created an article,

    Resource Planner

    The resource planner allows you to manage visits and appointments visually. Typically this is used for deliveries and fitting type of actions. Actions are managed through EQ’s communication entries...

  • Matthew Hilton created an article,

    Schedule Customise

    Click Customise from the Schedule screen to change the view options. These can be set individually for each EQ user. See Also: Schedule Configuration for global schedule settings.This screen opens:...

  • Matthew Hilton created an article,

    Schedule: Managing appointments

    Click Appointments Diary > Schedule from the top toolbar. You can manage all types of appointment whether they were created manually or automatically.   Move Time - Click and Drag Click on an even...

  • Matthew Hilton created an article,

    Schedule: Creating New Appointments

    The Schedule view is designed to give you an easy overview of scheduled deliveries (inbound from a supplier and outbound deliveries to a customer).   New creates a new appointment manually. Other a...

  • Matthew Hilton created an article,

    Schedule: overview and customise

    The Schedule view is designed to give you an easy overview of scheduled deliveries (inbound from a supplier and outbound deliveries to a customer). From the main schedule you can customise the view...

  • Matthew Hilton created an article,

    Google Calendar Sync

    The EQ appointments diary can be connected to Google Calendar. Your Google Calendar account can then be accessed online (in a browser) and shared with computers (e.g. in Outlook calendar) and mobil...