FAQ

Deals & Alliances

  • How do I enter multiple records in the system at a time?

    If you have a lot of information you need to have entered into the system, you have a couple of options:

    1. Use the import tool. In cases where you have a lot of records, like a list of 500+ companies in an Excel spreadsheet, you can upload the data using a template formatted by the application to fit your form configuration. Click here to learn more about the import tool, and talk to your Inova administrator about getting access or about getting training from your Inova rep if needed. 
    2. If your data is more complex, such as a list of 500+ companies plus associated project information some attached documents for each record, a custom data migration can take care of it. Inova has developed migration tools that can extract the data from a source such as an Excel file and migrate it into the system into specific fields to create different types of objects, based on client requirements. Such migrations require: A mapping exercise where you work with a technical specialist to ensure each column in your spreadsheet matches a field or fields in the Inova system; adjustment of the technical tools by the specialist; test migrations; and final validation by you, the user. In most cases, migrations can be covered for a minimal amount of service days. Contact your Inova representative for details and to receive a quote. 
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  • How does the system help me avoid creating duplicates?

    Keeping your data clean and free of duplicate records is key to getting value from the application. Clean data results in more effective reporting. Below we describe some tools in the system to help you create clean data and manage duplicates. 

    Type-ahead

    A type-ahead field is a special type of field that contains a "predictive typing" or "autocomplete" function. As you enter text into a type-ahead field, the application automatically begins searching for objects in the system of that type (e.g. companies or contact names) that match what you're typing.

    If your system includes the option for connecting to Thomson, some autocomplete fields will search both D&A and Thomson for company and asset records. For more information, see the articles on Thomson and companies and Thomson and assets.

    Type-ahead fields help you to find out what has already been entered into the system for that object type, giving you the option to quickly and easily link to the existing object, or create a new object that will be saved into the system and available for you and other users in future data entry. With type-aheads, you save time and avoid creating duplicate data.

    Note:
    • Type-aheads can be found in Create New forms, add pages, editable lists, and choose pages.
    • A type-ahead is sometimes referred to as a "quick choose" field.
    • All type-aheads include the option for you to type in an asterisk * and display a full list of all the items in the system that could populate that field.

    If the system can't find a company or other value that you are looking for, it could be that the value does exist in the system, but when you typed it into the type-ahead field it was not spelled the same way as when it was first entered in the system. Try changing the spelling of the value or name and see if the system finds a match before attempting to create a new object. This will help you to keep system data cleaner and easier for other users to link to.

    Duplicate Detection

    When creating some objects such as assets or companies, the Inova application uses pre-defined rules to determine if you're creating a duplicate. If so, it will display this message: 

    Click Details to view the potential duplicates.

    If one of the duplicates is restricted, contact the owner of the object to make sure you're not creating a duplicate. 

    Thomson-related tools

    The name field on the asset and company can be configured to include an additional search feature that help you avoid creating duplicate records. It searches both your Inova system and Thomson's Cortellis database at the same time. For details, check these articles: Thomson Cortellis and Assets and Thomson Cortellis and Companies.  This feature can be enabled in your application's form configuration regardless of whether you have a Cortellis license. 

    Additionally, the Thomson Advanced Query form (which does require a Thomson license) will display on its search results page an icon that indicates when a record already exists in your Inova system--but in this case, when you choose the record for import it will update the existing record, not create a duplicate:

     

    Merge tool

    If you created or found a duplicate company or contact, contact your system administrator to perform a merge of the duplicate data.

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  • How can I customize my home page?

    Page Settings

    Each object page as well as the Home Page has a Page Settings button, as shown in the screenshot below. Page Settings allows you to choose the tabs you want display or hide on that page.

    Page Settings are user-specific, but global to the object type. So when you choose to display certain tabs on a Company, for example, those tabs will be displayed for every company, but only for you. Other users can choose to display different tabs. 

    1. Under Available, you can see all the tabs which are currently not displayed, but which you can choose to display
    2. Under Visible, you see all the tabs currently visible
    3. Use the arrows to hide or display tabs
    Tip: Display or hide multiple tabs in one go by pressing the Control key, selecting all the relevant tabs, then clicking the relevant arrow. 
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  • Why I don't receive notifications and automatic emails?

    Notifications and mails are send with links and in HTML format. Depending on security rules on your computer, they might be send in your Spam box.

    Please check your Spams. If you find emails send from Application here, authorize the sender in settings.

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  • Why everytime I click on a document, the system prompts me to download it while I just want to have a look at it?

    If you want to view a file in the document manager, you must first download it. You cannot open it in your browser. 

    If you click on the "Open File detail Page" button, the system will display the document overview page, where you can find additional details about the document, including keywords and versions. 

     

     

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Outlook Add-In

  • General installer error (0x8007007E) when trying to install the Outlook Add-in

    During the installation of the Outlook Add-in, you might receive an error message that will halt the installation (the error code might differ from that shown in the screenshot):

    The following Microsoft Office solution cannot be installed due to a general installer error: InovaPushAddIn.vsto

    0x8007007E

    General_Installer_Error.png

    We have most commonly seen this error occur with users running Windows 10 and Office 2016 on a Microsoft Surface Pro.

    Workaround :

    1. Download and install Visual Studio 2010 Tools for Office (Microsoft link)
    2. Install the Outlook Add-in again (setup.exe)
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  • How to uninstall the Outlook Add-in?
    1. Exit Outlook
    2. Open the Control Panel and then go to Programs and Features
    3. Scroll down the list to find InovaPushAddIn
    4. Click its name to highlight it and then do a right click with your mouse to make the Uninstall button appears
    5. Click on Uninstall and you'll get a pop-up warning that the program will be removed
    6. Confirm by clicking on OK
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  • I don't see the object I want to push an email to. What do I do?

    The list displayed in the quick select search results should refresh automatically--the refresh is scheduled to run daily (2am local time). But there might be some scenarios when you don't see the object in the list:

    • You created the object after the refresh ran that day.
    • Your computer was in sleep mode when the refresh ran.

    To address the problem, try the following:

    1. Refresh the list manually by clicking the refresh icon to the right of the search field. This will refresh the list to include the most recently created objects.
    2. Restart Outlook. This should prompt the application to refresh the list.

    If neither of these steps solves the problem, contact Inova support. 

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  • Why can't I see which folders are synchronized (the icons are missing)?

    The folder icons were removed for Outlook 2013 and 2016.

    If you need the folders icons to help identify the synchronized folders, just press Ctrl+6.

    This will display the folders list view instead of the modules view.

    Now you can easily see which folders are synchronized thanks to a specific icon : 

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  • Where can I get the latest version of the Outlook Add-in?

    Click here to download the latest version of the Outlook add-in.

    The explanations on how to install it are available in this article.

    Some IT policies may prevent you from installing the add-in on your computer directly. If this is the case, please contact Inova support for assistance.

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  • The "Inova" tab has disappeared, what can I do?

    If you notice that the "Inova" tab has disappeared, this probably means that the add-in is disabled and/or inactive.

    You can easily fix this issue by following these steps :

    If the add-in is disabled

    For Outlook 2016 and 2013

    1. Go to Outlook > Click on the "File" tab > Choose "Info"
    2. Select "Slow and Disabled Add-ins"
    3. Click on "Always enable this add-in" for "InovaPushAddIn"

    Always_enable.png.png

    For Outlook 2010

    Disabled.png

    1. Go to Outlook > Click on the "File" tab > Choose "Options"
    2. Click on "Add-Ins"
    3. Scroll down your add-ins list and check if InovaPushAddIn appears under "Disabled Application Add-ins"
    4. Under "Manage", click on the drop-down, select "Disabled Items", and then click on "Go"
    5. Select InovaPushAddIn from the list of disabled add-ins and click on "Enable"

    If the add-in is inactive

    For Outlook 2016, 2013 and 2010

    Inactive.png

    1. Go to Outlook > Click on the "File" tab > Choose "Options"
    2. Click on "Add-Ins"
    3. Scroll down your add-ins list and check if InovaPushAddIn appears under "Inactive Application Add-ins"
    4. Under "Manage", click on the drop-down, select "COM Add-ins", and then click on "Go"
    5. Check the box near to InovaPushAddIn and click on "OK"

    Inactive2.png

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