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.
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.
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.
Watch this training video which shows you how to setup your cost factors for your catalogs.
Some catalog items require you to enter the cost or list price. Here’s how you handle those items.
Try this method if you’re having trouble getting emails to go through to either Vendors or Customers.
Use these steps if you need to stop Google Chrome from Auto-Updating
If you want to track Leads with EQ, here is a typical process to do so. Create and Opportunity and follow these steps.
If your Dashboard does not look right (should be 3D color) or if you have to continually “Accept” Flash for it to look right, follow these directions to fix permanently.