Equinox Corporate Plus

Pavis Renewals Management: Automated Weekly Batch

For clients managing their renewals with Pavis before the Pavis Connect integration has gone live (typically during the onboarding process which can be up to 3 months), EC+ will automatically send a weekly update batch to the Pavis Onboarding email address. 

• The weekly batch will need to be setup/configured per client once the assets are fully onboarded from the legacy IPMS to EC+
• Email contains an XML file with only the updated assets, based on a new field on the object called “Last Biblio Update”. 
• The weekly batch only contains biblio updates on the asset itself, it does not include any data on the renewal record. For clients who have standing instructions, Pavis does not need a affirmative renewal instruction. If the client wants to instruct not to renew a particular asset, they should update the asset status, and the status will be sent to Pavis in the next weekly update batch to reflect an Abandon/Do Not Pay instruction. 

List View Exporter

The previous third-party List View Export function in Salesforce is replaced by a new proprietary solution, offering users a more flexible and seamless way to export data.

Key Enhancements:

• Dynamic List View Selection: Users can now select any of the existing list views within an object for export.
• Filter Preservation: The export respects the current filters and column changes applied, ensuring only relevant data is included.
• Optimized File Naming: The exported CSV file is automatically named using the list view title and export date for easier identification.

• Defined "chess piece" icon for Goods and Services object when displayed in the menu
• Configure Trusted URL details for displaying images

• Tasks are being generated automatically with no clear reason
• Primary Owner not filled

Documentation: Refer to the platform's documentation at

https://corporateplus.help.questel.com/en/support/solutions  for detailed information on specific features, workflows, and best practices. The documentation provides step-by-step instructions and valuable insights to help you make the most of Equinox Corporate+.

Customer Support: If you require assistance or have technical issues that need resolution, reach out to our dedicated customer support team. They are available to address your queries and provide guidance to ensure a smooth and successful experience with Equinox Corporate+. Contact the support team at help@questel.com

Training and Webinars: Take advantage of training sessions and webinars offered by Equinox Corporate+. These sessions provide hands-on learning opportunities, tips and tricks, and insights into advanced features. Stay updated with the latest training schedules and join these sessions to enhance your knowledge and proficiency.

We appreciate your commitment to efficient IP management and trust that Equinox Corporate+ will be an invaluable tool in your journey. Should you have any feedback or suggestions to further improve the platform or this user guide, please don't hesitate to share them with us. We are continuously working to enhance the user experience and meet your evolving needs.

Thank you for choosing Equinox Corporate+!