December 2020 EQ Update Summary
New features & fixes have been added to EQ! New Account Manager field, new Contracts, Pick Ticket updates, and more!
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.
New Line Item Contracts Showing Descriptions Only
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.
NEW Pick Ticket Changes – Suppress Items From Pick Ticket
You can now suppress which items will show on your Pick Tickets, and Payment Terms have been added also.
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.
January 2020 EQ Update
New Login Page and 2020 Import 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.
Dec 2019 EQ Updates
A summary of EQ updates released December 2019.
Job Documents Now Show on Quote/Order
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 Modify Calendar Names (All of Them)
You can now rename ANY calendar name in EQ. Previously you could only rename 4 of them.
When PO’s or Proposals Won’t Email
Try this method if you’re having trouble getting emails to go through to either Vendors or Customers.
Tasks Not Working With Chrome Update
If you’re using Chrome and are having issues creating tasks, follow these instructions.
August 2019 Updates
New Features Added Aug 2019. See the list here.
June 2019 Bug Fixes
EQ Bug Fixes in a June 2019 Release. Various fixes in Quotes and Orders.
New Proposal – Room/Item Group Including Tax
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.
Move (or Copy) Items (Or POs) to Another Sales Order
New Feature! You can now move or copy items from one order to another, even if they’ve already been purchased or received! Technically you can even move a Purchase Order to another Sales Order (by moving all the items). Example 1: Let’s say you’ve...
Dashboard Flash Display Issue – Solve Permanently
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.
You Can Now View Document Attachments on iPad (Known Issues)
You can now view attachments in EQ on your iPad (attachments like images, PDFs, or Word docs stored in your Job or Order).
Previously attachments would not open on iPad.
Fixed! Confirm Notes Now Show on PO Lists
Confirm notes were not showing when you made the Confirm Notes column visible in either PO list. They now show when you show that column either inside the order on the Purchasing tab, or on the PO List. To see all the latest fixes and features see the Equilibrium...
Fixed! Account Number Now Auto-Popluates on PO
The account number field for a Purchase Order now populates automatically if there is only 1 possible account number for the order. Even if there are multiple account numbers for the company, as long as there are not multiple available to that order/location it will...
Fixed! Proposal by Room / Item Group – Lines are Sorted by Line Now, Not Supplier
The Proposal by Room/Item Group was sorting line items by supplier name instead of by the line numbers in the order they were on the quote. This is corrected and the items are now in the same order within each Room / Item Group as they are on the Quote....
Duplicate Page or Items on Proposals – Workaround
This is a workaround to fix the duplicate page or part of a page on proposals. We appreciate your patience as we find a solution for this issue.
NEW! Attach Documents at Customer Level
You can now attach documents at the Customer Level. Docs attached at Customer level can automatically be seen on any Jobs or Quotes/Orders for that customer.
Fixed! Scrolling in History Tab Works
In the history tab you could not scroll to see the history lines if there were enough to fill the page. You can now scroll to see entire...
New! Larger Document Attachment Limits
EQ Limits have been increased on document attachments and on attachments for Proposals and POs.
