Release Notes

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

• Contact Manager :
  • It is now possible to fill in the "Job Title" field while creating a new contact.
  • If the contact is created from a company, the "Company" field is autopopulated.
  • We also added a blue background to better differentiate the contact creation area from the contact selection.
  
• Workflow Tab :
  • You can now skip a milestone and/or an activity if needed. The skipped milestone/activity will then appear in grey in the workflow.
  • You can choose to use a strict workflow so that users can only run milestones in a precise order.
    This also prevents users from starting multiple milestones at the same time.
    However, the activities can still be started in the desired order.
    (Option to be activated by your Inova Customer Success Manager).
  • If the "Strict workflow" option is activated, users can skip the milestones only in the order defined by the workflow.
    However, the activities can still be skipped in the desired order.
  
• Notifications :
  • Activity reminders/notifications are now sent out, whether the activity is started or not.
  • The reminders/notifications are no longer sent when the business object is archived.
• BIO/EBD Import :
  • We have made various improvements to make this feature more user friendly and also to enhance the relevance of the mapping between attendees and contacts.
  • "Read Only" users can no longer import  BIO and EBD meetings.
  • BIO / EBD import : Users who do not have "Read Write" or Super User" rights to the Asset module no longer see any asset information in the matching screen.

Bug Fixes

• It was no longer possible to re-assign an activity or an object in some specific cases ("Access Forbidden" error message). This issue is now fixed.
• Users are no longer prevented from moving a milestone activity to the first position.
• When the "Automated Contact Notifications" option is activated, in the email template, the person to contact in case of access/erasure request of personal data under GDPR (General Data Protection Regulation) is now the user who created/modified the contact.
• EBD Import : we fixed several bugs that prevented users from correctly importing some meetings.

Improvements

• You can now send notifications to groups of contacts.
  • You can select shared and/or private groups.
  • Notifications are sent individually to each member of the group.
  • If a contact belongs to several groups, the notification is sent only once.
  • The email template can be modified to mention all members of the group contacted if needed (to be done by your Inova Customer Success Manager).
• When you add participants to an existing review ("Choose Participants" button), a warning notice is displayed to ensure that no one involves external contacts by mistake.
  We also added a warning to remind that deleting a contact will also delete his answers.
• From an Out-Licensing overview, the option to create a new "Out-Licensing Discussion" can now be hidden for the "Quick Create" function if needed (to be done by your Inova Customer Success Manager via a configuration change).

Bug Fixes

• Users having Read Write as well as Administrator rights no longer get an error message when trying to assign an object to someone else.
• The "Company" field is no longer required when creating a user. This way, Administrators with only administrative rights (i.e. with no access to the others modules) are no longer blocked when creating new users.

We are constantly looking for ways to better serve your needs.
That is why, starting from this release, you may notice a survey popup to gather your thoughts, insights, and expertise.

Your valuable feedback will help us to improve.
So, please do not hesitate to let us know what you think of Inova and provide your comments – good or bad – quickly and easily through the survey popup!
Thank you.

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.