Projects > Communication

Any columns displaying a * in the column heading have right-click options.

You can right-click on the Order Ref in all of the tabs to access one common right-click menu.

Ensure you have expanded the screen so you can see all options. See Customise the screen.

The communication tab shows all appointments and history for all customers. The same details are available in the customers screen one customer at a time.
(Since EQ version 17 contact history was renamed to communication)

Right-click 'Ref'

Right-click on the Ref number to access a right-click menu.

Open Appointment/Call

Open the appointment record to see all details and make changes.

New Appointment/Call

Start a new communication item for this customer.

Print Appointment/Call Details

Print the appointment details sheet. This prints all the customer's details, appointment notes.

Order Details

Shows window to record the value of the (future) order and finance details.

Create Quote/Sales Order and Create Quick Quote/Sales Order

Click to begin a new full quote or quick quite for this customer.

(Only available if the customer does not already have a quote or order on the system).

Open Quote/Sales Order

Click to open this customer's quote/order.

(Only available if there is already an order on the system).

Further Options

Searching and Filtering

See the Projects overview for how to search and filter data.

Under Filter on communication there is an option "Apply to last action only". When ticked the results will show you only the most recent entry per customer, when there are duplicate entries. E.g. if there are 4 appointments for the same customer name, ticking this option would reduce to show only 1 which is the most recent. Using this you can see when the last contact was.

Export to Excel

Click to export the current projects screen view to an Excel spreadsheet. The spreadsheet opens automatically so you can edit and save as required. If you have filtered the list the export will be the filtered list too. Note you cannot re-import the spreadsheet data back into EQ.

By default exporting to Excel requires MS Excel 2013 and older to be installed on the same PC as EQ and requires a compatible version of Excel. In EQ version 14 you can select to export as CSV which will save your file and open in any compatible spreadsheet program. See Tools > Customise > Project Tabs > tick 'Use CSV format for all Excel exports'

Print List

Print the current list view. If you have filtered the list the print out will be the filtered list too.

Select Columns

Show a list of column headings you can add into the current tab. Place a X check mark by title to display the column.

You can re-arrange the columns by clicking on the column heading and dragging it with the cursor to a new position and then releasing the mouse button. You can change the column width by clicking and dragging the dividing line of a column.

Batch Printing with a Filter

If you apply a filter to the projects screen you can work with the filtered list (i.e.the matching records) and do some batch commands on them. The commands you see vary depending on which tab you are on. For example (on sales orders) you can locate all orders requiring an acknowledgement and filter them all by date and print all acknowledgment

1.Select some criteria and apply a filter

2.Go to the Projects menu on the top menubar

3.Pick Sales Orders... and select a print command. Or you could flag a batch of orders or export it to Excel