As you install various releases of the iQ software, you should make it a practice to update any active projects created in the prior version then opened in the new version. This process will check the format of the existing project, and prompt you to answer any new or changed questions to ensure that your project is still complete and valid in the new release.
Once you have installed the new version of iQ, you will need to update your existing quotes. There are three options for updating projects; an individual project, multiple projects at one time, or all projects in the iQ database.
To update a single current project:
1. From the iQ Main Window, click on the project that you want to update. 2. Click on Update in the menu bar and select ‘Update Selected Projects’.
3. A message will appear notifying you that the product information and pricing may change during the update process and that you can print a copy of the quote before updating the project.
4. To continue with the update process, select the Continue Update button. If you would like to print a copy of the quote before updating or do not wish to update at this time, select the Cancel button to return to the iQ Main window.
Once the update process has been completed, there may be line items that are incomplete due to changes in the product information. These line items will be highlighted with a colored bar and will need to be manually updated to resolve any issues. The following steps can be used to resolve these issues: 5. Select the line item that is highlighted and click on the Open Line Item button in the toolbar (or
double click on the line) to open the item. The Item Window will be displayed. 6. Find the question/answer combination that is incomplete.
7. Select the appropriate answer to the question(s). When all of the questions have been answered, the drawing in the lower right hand corner will change from orange to black.
8. Click on the Save button in the toolbar to return to the iQ Main Window. 9. Repeat steps 5 - 9 for all of the items in the project that are highlighted.
To update a range of multiple current projects at one time:
1. Click on the first project in the list that you would like to update. 2. Depress and hold the Shift key on your keyboard.
3. Select the last project in the range that you would like to update and release the Shift key. 4. All of the projects in the selected range should be highlighted.
6. Review the list for any projects that may have incomplete product information. These projects will be highlighted with a colored bar.
7. Select any projects that are highlighted for incomplete information and follow steps 5 - 9 in the updating a single project section.
To update a random selection of current projects at one time:
1. Select the first project in the project list that you would like to update. 2. Depress and hold the Ctrl key on your keyboard.
3. Select the projects you would like to update by clicking on them.
4. Once you have selected all of the projects you wish to update, release the Ctrl key. 5. All of the selected projects should be highlighted.
6. Click on Update in the menu bar and select ‘Update Selected Projects’.
7. Review the list for any projects that may have incomplete product information. These projects will be highlighted with a colored bar.
8. Select any projects that are highlighted for incomplete information and follow steps 5 - 9 in the updating a single project section.
To update all current projects in the iQ database at one time:
1. Click on Update in the menu bar and select “Update All Current Projects”.
2. Review the list for any projects that may have incomplete product information. These projects will be highlighted with a colored bar.
3. Select any projects that are highlighted for incomplete information and follow steps 5 - 9 in the updating a single project section.
Note: This process may take considerable time to update depending on the number of projects in your database. If your environment allows it, you may want to start the update process at the end of the day and let the software process overnight.
If you have any questions about updating projects created in a prior version of the iQ software, contact the iQ Help Line at (888) 772 – 7796.
Note: If a project has not been updated to the most current version and you try to edit the project, edit an item within the project, or export or submit the project, you will receive a warning message. You will not be able to proceed with the desired operation until you have performed one of the above described update procedures to the project.
Note: This same process can be used to update projects that are listed under the Archive tab of the iQ Main window.