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.
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
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.
A summary of EQ updates released December 2019.
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.
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.
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 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.
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.
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.
EQ Limits have been increased on document attachments and on attachments for Proposals and POs.