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 have been added to EQ! New Account Manager field, new Contracts, Pick Ticket updates, and more!
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.
We’ve added 2 new line item Contracts that do NOT show the Supplier or Product Code of the line items, but they only show the line item Descriptions.
You can now suppress which items will show on your Pick Tickets, and Payment Terms have been added also.
Learn how to create and save your own customized views in EQ lists.
These are instructions on how to export your design from 2020 V10 or later so that it can be imported into 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.
Watch this training video on how to set up your pricing profiles for your catalogs.
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.
New Login Page and 2020 Import Fixes
Some catalog items require you to enter the cost or list price. Here’s how you handle those 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.
Now documents stored on the Job are also shown on the Quotes and Orders for that Job. So you can see both Quote Docs and Job Docs.
You can now rename ANY calendar name in EQ. Previously you could only rename 4 of them.
Try this method if you’re having trouble getting emails to go through to either Vendors or Customers.
If you’re using Chrome and are having issues creating tasks, follow these instructions.
Use these steps if you need to stop Google Chrome from Auto-Updating
New Features Added Aug 2019. See the list here.
EQ Bug Fixes in a June 2019 Release. Various fixes in Quotes and Orders.
A new proposal is now in EQ. It’s the Room/Item Group Proposal but the group totals INCLUDE tax at the bottom of the proposal.