Apply Selections Speed Fixed

Apply Selections Speed Fixed

Apply Selections has had a massive performance improvement. Now it’s lightening fast to apply selections to even huge orders.

New Features & Fixes

New Features & Fixes

This release improves performance of deleting items/groups/rooms, adds ability to combine Misc Items and Catalog Items on a PO, and improves calendar performance.

2020 Fix if .CSV Export is Jumbled Up

2020 Fix if .CSV Export is Jumbled Up

If your 2020 .csv exports are jumbled up with data in the wrong columns (and won’t import), follow these directions to reset 2020 to work correctly.

New Features & Fixes

Account Manager Added to EQ

We have added a field to EQ called “Account Manager”. This is to capture the overall sales or account person for the Customer and Job.

2020 Fix if .CSV Export is Jumbled Up

Importing a Design From 2020 V10 or Later

The instructions below show how to import your 2020 design (via csv export) into your EQ Quote. Here’s how to do it. To import a 2020 csv file, on your Line Items tab in the menu, choose “Actions” and “Import”. Import Wizard Step 1 –...
Using DocuSign in EQ

Using DocuSign in EQ

Many users would like to have their customers sign proposals/contracts electronically instead of on paper. You can do this with the help of an electronic signing platform, like DocuSign.

New Features & Fixes

August 2020 EQ Update

New features added to EQ. Cubes on Purchase Orders, Ability to Calculate Cubes for Multiple PO’s, 5 New Calendars to Utilize in Scheduling, and misc fixes.

2020 Fix if .CSV Export is Jumbled Up

Stock Inventory Method in EQ

Sometimes people ask if they can track inventory of items in EQ. While we technically don’t have an inventory module, there is one thing that some dealers do to track inventory they stock inside of EQ. If you’re just looking to have a place that tells you...
New Features & Fixes

New EQ Support Chat

New Equilibrium Support Chat! If you need any help with EQ, previously you would email or call our support line. We now have live chat where you can ask us anything just by typing in the chat window. The chat window is on our help / support webpage at...
New Features & Fixes

Import 2020 Design as Misc Items

You can now import any catalog from 2020 as Misc Items in EQ, so you don’t even have to have the catalog in EQ to be able to import.

2020 Fix if .CSV Export is Jumbled Up

Better Searches with the Product Finder

You can use Equilibrium’s Product Finder to quickly locate any item in a manufacturer’s catalog. You can either search by the CODE, or the DESCRIPTION of the products.  NOTE: When you search in the CODE field, it’s looking for an exact match on the...