October

New notification for upcoming service renewals

Customers can now activate a notification that informs them when a service is about to be automatically renewed. The reminder is sent by email a set number of days before renewal, based on configurable thresholds. In the portal, customers can define how many days in advance the message should be sent, and set a minimum contract term to avoid short-term renewals triggering unnecessary alerts. Optionally, assigned employees can also be notified.

New widget for authorized users on customer detail page

A new widget now shows which users are authorized for a customer. It displays both their sales role, such as Sales, Account Manager, or Reseller, and their role within the customer. Roles inside the customer can be changed directly in the widget. Supplier admins are not listed, since they already have full access by default and would only clutter the overview.

Templates now support Linkservice configuration

Customers can now define in templates which Linkservices are required and which are optional. This applies both in the marketplace and during automated processes such as onboarding or group assignment. In the past, Linkservices were only visible in templates without the option to configure them. With this change, customers receive exactly the setup that has been defined for them, without the need for manual selection.

Monthly invoices now sent automatically by email

If invoice reporting is activated, customers will now see a new option in their notification settings. There, they can define who should receive the invoices. When the monthly billing process runs, invoices are not only generated in the portal and available for download, but also sent automatically send out via email as PDF attachments to the configured recipients.

Automatic email notifications for internal orders

When an internal order is placed, the assigned supplier now receives an automatic email with the order PDF attached. This replaces the need to manually download and forward the order. The feature is controlled by a checkbox in the supplier settings and only sends emails when explicitly activated.

Responsible Account Manager now assignable to customers

It is now possible to assign a responsible Account Manager directly to a customer. This internal employee is selected from your own team and automatically gains access to the customer account upon assignment. The feature helps organize customer responsibilities clearly, especially in larger teams. The assignment is managed within the "Authorized Users" widget and takes effect immediately.

New contact fields added to customer profile

Customers can now store essential contact details directly in the customer profile. Three new fields are available: contact person name, email address, and phone number. These are free text fields, not linked to Equipme users, allowing flexible entry of communication details. The fields are easily accessible and can be copied for quick use.

Contact and account data available via API

The newly added contact fields and Account Manager assignment are also available through the Public API. This enables automated syncing of customer data from external systems and supports more efficient customer data management without manual input.

Partner Customer Contact Sharing

A new feature lets partners share customer contact details with each other directly in the system. This helps partners reach out to the right contact when questions or issues come up during the service process. The shared details are typically basic business contact info like name, email, and phone number. Each partner can choose which customers’ contacts to share, keeping control over privacy.

Import and Export for Locations

There is a new option to import and export location data using Excel files (XLSX). With this update, users can add new locations or update existing ones by importing an Excel file. Exporting location data is also supported, making it easier to manage location information in and out of the system.