Release Notes

Improvements

In addition to a design overhaul of the top bar, the big focus of this release is the improved and more powerful search features that make it easier to find a particular type of content by searching all objects. This update also makes the results more organised and improve the user's experience.

• New Header : A menu has been added to the Inova header to group access to some settings / functionalities such as : My profile, My emails, Page settings, About and Logout.
  
• Instant Search : When you start typing your request in the search bar, you instantly get the most relevant results back.
  • This search is performed on the name of the main objects (i.e. company, contacts, assets, projects...) but not on the documents or emails.
  • If no results are found, it suggests an advanced search instead.
    
• Advanced Search : Type your request in the search bar and press enter (or click on the magnifying glass icon) to get more detailed results and options.
  • This search is performed on the name and content of all objects, including the documents and emails.
  • To refine the search, you can add two levels of filters: by category and/or by type of object.
    
• The "Out-Licensing Discussion" tab can now be added to the company details page.

Bug Fixes

• A warning message was displayed when pushing an email via the email fetch feature or deleting emails pushed via the same feature. This is now fixed.
• All the "lists value(s)" fields can be properly managed from the Administration page.
• The default template of the "reassign to" notification has been modified to make the message clearer.

Technical Improvements

• Various technical improvements have been implemented to better manage the conditions applied in some reports.

Bug Fixes

• Pipeline Evolution: When selecting a custom period, the data are now properly updated in the chart.
• User Activity Graph: Fixed a bug where some logins were not associated with the right date (eg: date in the future).

New features

• New Process Chart : The "Pipeline Evolution" has been completely redesigned to improve comprehension and readability of the report data.

1. Select a value to display all phase changes over a given time frame (Current Year/Quarter/Month, Last Month/Quarter/Month, Custom Period).
2. Choose to display only the opportunities starting at the beginning of the time frame previously selected.
3. Find at a glance the sum of all opportunities completed, declined or still ongoing at the end of each phase.
4. Know in detail how many opportunities are in a specific status (completed, declined or still ongoing) at the end of a given phase.
5. When there are less than 50 opportunities to display, each small square represents a specific opportunity.
6. When there are more than 50 opportunities to display, all the opportunities are represented by a single large square so that the process chart remains readable.
   To ensure consistency, if one of the statuses is represented by a large square for a given phase, the two others will be as well.
7. Attrition rate = percentage of declined projects for a given phase.
   Calculation formula : # declined opportunities / ( # declined opportunities + # completed opportunities).

7. When you mouse over a little square, a popup will display the project name as well as the start and end dates of the related milestone.
   Squares representing the same opportunity in other phases of the workflow will be highlighted and the related start and end dates will be displayed.
   When you click on a little square, the system will open up the opportunity overview screen in your Inova application.

Improvements

• Filters: The linked objects (e.g. the companies) can now be alphabetically sorted.
• OnePager.pptx: Applied filters are now taken into consideration while exporting.
• The name of a report can now contain the ampersand symbol (&).

Bug Fixes

• User Activity Graph: Fixed a bug where some logins were not associated with the right date (eg: date in the future).
• Pipeline Evolution: The Excel export no longer duplicates the name of the milestones on all columns.
• Opportunities Details: The double-quote character in the opportunity name no longer leads to a display issue. 

New features

• Recurring Financial Obligation/Non Financial Obligation : You can now set up a recurring FO/NFO. 
  
  • This new feature will only be available to customers using the improved version of the FO/NFO.
  • A new "Recurrence" tab is visible.
  • You can select a recurrence type (weekly, monthly, yearly) and a repetition pattern (e.g. every 2 weeks). By default, the "Single occurence" option is selected.
  • The start date is set by default to the current date or to the FO/NFO due date if this one is filled in.
  • You can choose to end the recurring FO/NFO by a certain date or after a defined number of occurrences.
  • You can preview all the recurring FO/NFO.

Improvements

• As an Administrator, you can now add some help text (visible while mouse hovering) for the milestones via the Administration part. The help text will be then also displayed to all objects already created.

Technical Improvements

• Technical improvements have been made to the search bar to enhance security.
• An Administrator can now track and monitor the documents downloads via the Administration Audit Log.

Bug Fixes

• EBD Import : The meeting location is now imported into a dedicated field instead of the description field.
• When merging contacts/companies, the preview page of the linked objects to be merged no longer leads to an error message.

Improvements

• It is now possible to send files that contain a "+" character in their name.
• Quick Select: when the auto-completion is launched, we can now display up to 10 suggestions.
• The "Connection settings" popup has been simplified. Now, you will just have to enter the URL of your Inova application and the add-in will detect your authentication mode. If you are in SSO, you will be automatically connected. Otherwise, your credentials will be requested.

Bug fixes

• Some users were repeatedly prompted throughout the day for credentials or were not able to connect even though the correct credentials were entered. These issues are now fixed.
• Quick Select: when clicking on the refresh button, the list is now correctly updated with the newly created objects.

Related articles

• Outlook Add-in v2 : system requirements
• How to uninstall the Outlook Add-in?
• Where can I get the latest version of the Outlook Add-in?
• Outlook Add-in : Standard Installation
• Configuring the Outlook Add-in v2

Improvements

• All the main objects types are now available through the menu. More precisely, we added the following objects types : Patent, Out-Licensing, Portal Opportunity, Alliance, Conference, Meeting, Issue Log.
• The company is now a mandatory field when creating a new contact through the Outlook Add-in.
• For the "Quick select" option, when typing a word, the results are now returning all the objects containing this word (and not only those starting with this word).
• The "Connection settings" popup has been simplified to make it easier to understand the different connection modes.
  

  

• We modified all the menu icons :
  

  

Technical Improvements

• Centralized Installation : the management of the SSO mode has been improved/simplified.

Bug fixes

• When using the "Quick Select" or "Link to..." features, it was no longer possible to load the next results of the list via the "next..." button. This issue is now fixed.
• We followed Microsoft's suggestions for improving the Outlook add-in performance metrics (startup, shutdown...) and thus reduce the likelihood of seeing the addin disabled by the add-in disabling feature (resiliency logic).

Related articles

• Outlook Add-in v2 : system requirements
• How to uninstall the Outlook Add-in?
• Where can I get the latest version of the Outlook Add-in?
• Outlook Add-in : Standard Installation
• Configuring the Outlook Add-in v2

Known issue and solution

• Despite the improvements we continually make, the add-in can still be disabled in rare cases.
  Should this happen to you, the first step is to check if the add-in is disabled and/or inactive. Then, if it still does not work, please try to use the .reg file provided here.

Since this is a brand new version, unlike what was usually done, the Add-in will not be automatically updated.
So if you want to benefit from this version 2.0 of the Add-in, you will have to uninstall the previous version before installing this one.

Improvements

• The settings page has been redesigned to make it easier to understand the different connection modes.

Technical Improvements

• The authentication and re-authentication process has been completely rethought and improved to avoid connections issues (multiple pop-up).

Notes

• Outlook 2010 is no longer supported.
• Outlook 2016 is now supported.

Related articles

• Outlook Add-in v2 : system requirements
• How to uninstall the Outlook Add-in?
• Where can I get the latest version of the Outlook Add-in?
• Outlook Add-in : Standard Installation
• Configuring the Outlook Add-in v2

Known issue and solution

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

Improvements

• The error messages have been enhanced to help users better understand the authentication (SSO) errors as well as the errors related to the attachments.

Bug fixes

• When the synchronization between D&A and Partnering Place is activated, we no longer have a timeout issue after a certain period of inactivity in Outlook.

Improvements

• From the contact creation popup (contact push), the user will be able to create a new company linked to the pushed contacts.