Luke Newham
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Activity overview
Latest activity by Luke Newham-
Luke Newham created an article,
Exporting and importing individual prices via Excel
In EQ, you can manage Individual Product Prices easily by exporting and importing data using Excel spreadsheets. This allows quicker bulk updates and better control over your pricing.Export to Exce...
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Luke Newham created an article,
EQ 12 Tips of Christmas - Day Eleven: Right-click Menu under Quote Reference Number
A short guide into the options available by right-clicking on the order number on quotes. For more information on this subject, please see the articles below:Add-on OrdersRemedial OrdersProjects ...
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Luke Newham created an article,
EQ 12 Tips of Christmas - Day Nine: Recover Deleted Quotes
A short guide on recovering quotes that have been deleted from your EQ data. For more information on this subject, please see the articles below:Recover a QuotationDatabase Integrity
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Luke Newham created an article,
EQ 12 Tips of Christmas - Day Eight: Recover Deleted Customers
A short guide on how to recover deleted customers on EQ. For more information on this subject, please see the following articles:Recover Deleted Customer
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Luke Newham created an article,
EQ 12 Tips of Christmas - Day Seven: Customer Types 2
Learn about Customer Types in your EQ Customer List and how you can set specific settings such as not allowing a delivery note to be raised unless some money has been received, as well as other val...
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Luke Newham created an article,
EQ 12 Tips of Christmas - Day Six: Customer Types 1
Learn how to setup Customer Types in your EQ Customer List, and the settings that you can change within each. You can customise your printed documents, add terms and setup default payment stages. ...
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Luke Newham created an article,
EQ 12 Tips of Christmas - Day Five: Favourite Products
A short guide for creating either Company Favourites or My Favourites on EQ - allowing to create quotes for frequently used items in seconds. For further information on Favourites you can read more...
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Luke Newham created an article,
EQ 12 Tips of Christmas - Day Two: Export Mailing Lists from Customer
Learn how to export a selection of your customers to a CSV file to use as a mailing list, for example in Microsoft Word. You can also add a record of the mailshot being sent (with your description...
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Luke Newham created an article,
EQ 12 Tips of Christmas - Day Four: SMS Templates
A short guide to creating custom SMS templates, using merge fields to customise to individual customers and sending bulk texts to groups of customers at once. For further information on SMS Templa...
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Luke Newham created an article,
EQ 12 Tips of Christmas - Day Three: E-mail Templates
A short guide to creating custom e-mail templates, using merge fields to customise to individual customers and sending bulk e-mails to groups of customers at once. For further information on this s...