The matching results for contacts, companies and assets has been enhanced and are now more relevant.
The auto-mapped objects are not forced anymore and you can now search for another object if needed.
The search typeahead is pre-populated with suggestions (5 results max).
Workflow : Improvement of the workfow loading time and crashing prevention when a business object contains a significant amount of documents.
Mobile vizualization : This feature had too many limitations (for example, it was impossible to edit objects) so we decided to remove it.
Technical Improvements
Multiple technical improvements have been implemented to prepare the activation of new features in future releases.
Bug Fixes
Activity : In some cases, when adding associated persons, the contacts were displayed by their contact identifier instead of their full name. This is now fixed.
The "Show filters" and "Hide filters" buttons have been replaced by two new buttons:
Edit Filters: to add, edit or remove a filter.
Cancel: to reset the selections to the values currently applied.
Technical Improvements
Technical updates have been made in order to:
Improve performances.
Fix corruption/repair message on generated PPTX files.
Add support for macro enabled powerpoint files (PPTM).
Bug Fixes
Now, when there are too many filters applied to dashboards, we display them on a single line and a scrollbar is added so that you can view all of them. In this way, the export buttons of the reports (XLS, Images in PPT ...) are no longer hidden by these filters.
Activity : A new "history" option is now available in the menu. This enable you to have a quick overview of status changes and comments added.
"Send an email" feature : Minor improvement to strengthen the security.
Bug Fixes
EBD Import : In some cases, the import was running indefinitely without explanation. A warning message is now displayed to indicate that the import is blocked due to an attendee belonging to several compagnies (mainly in case of a consultant) and prompts the user to verify his import file.
JPM Import : Various fixes to improve handling of special characters.
User creation : Various fixes to improve handling of special characters.
You can now choose to hide reports directly at the menu level, based on user rights.
Technical Improvements
Some technical improvements have been implemented to prepare the replacement of our actual authentication system and thus enable the future migration to our new authentication system to operate securely, smoothly and effectively.
Bug Fixes
Data table now allow grouping rows as well as sorting by any column.
We fixed a bug happening in only rare cases, when a formula could not be executed because targeting a not-yet filled-in cell.
Now, when you mouse over the bar charts and stacked bar charts (eg: Time Spent per Phase, Priority Graph), some resizing handles will appear so that you can dynamically resize them.
Bug Fixes
The Excel export of some reports was failing (error 500) due to some default filters that were not properly applied. This is now fixed.
Some fields or conditions used/applied in the charts did not work properly or led to some display issues. This is now fixed.
"Quick create" button: To make you save time, we added a new button that enable you to create the main objects directly from the header :
Improvements
Quick Create from a meeting: It is henceforth possible create Internal Development/R&D Collaboration projects and Out-Licensing projects directly from a meeting.
BIO Meetings Import: We are now importing more information regarding contacts and companies. To be more precise, we added the following fields:
For companies : description, URL, phone number, address, zip, city, country.
For contacts : address, zip, city, country.
To avoid overwriting fields or creating confused situations, this information will be imported only upon creation of a new company/contact and not upon update.
Bug Fixes
List values management: Administrators will now receive a proper warning message (instead of an error message) when trying to delete a contact role that is already used/referenced by some objects.
Dashboards: A technical change made to the 7.3.1 version of the application has unfortunately led to some regressions for the graphs and tables related to users activity (number of users logged by week and last connection date). This issue is resolved.
Document Manager: Document name containing Japanese characters are no longer replaced by their Unicode equivalent.
BIO Meetings Import: The values in columns were badly displayed on Internet Explorer 11, preventing users from properly seeing the objects to import. This is fixed.
JPM Meetings Import: In the "Ready to import" tab, in some specific cases, it was not possible to choose another company than the one automatically linked (or create a new one). Now the match is only suggested and can be changed if needed.
The separator character "|" is now supported. Users will no longer receive an error message (An error occurred while refreshing the list. Please check your network connection.) when trying to push an email to an object containing a "|" character in its name.
Quick select : When searching for an object, the auto-completion is now started from 3 characters or more.
Quick select : Archived objects no longer appear in the quick select list.
The size of the Quick Push form has been increased to improve the visibility of the object names.
Technical Improvements
Various technical improvements have been implemented to speed up the retrieval of objects and avoid the freezing of the Outlook add-in for huge databases.
Bug fixes
Quick select : The automatic selection was overactive and thus a bit confusing for users. So we removed it and now wait for user validation (Enter key) to select one of the suggested results.
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.
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).
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).
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.
