Release Notes

Inova

  • Inova 7.2.115 (June 2019)
    • Inova
    • Version
    • 7.2.115
    • Release date
    • June 25, 2019

     

    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.
      Header.png
    • 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.
        Instant_Search.gif
    • 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.
        Advanced_Search.png
    • The "Out-Licensing Discussions" 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.
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  • Dashboards 2.0.5 (June 2019)
    • Dashboards
    • Version
    • 2.0.5
    • Release date
    • June 13, 2019

     

    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).
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  • Dashboards 2.0.4 (May 2019)
    • Dashboards
    • Version
    • 2.0.4
    • Release date
    • May 29, 2019

     

    New features

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

    ProcessChart.png

    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).

    ProcessChart2.png

    1. 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. 
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  • Inova 7.2.109 (April 2019)
    • Inova
    • Version
    • 7.2.109
    • Release date
    • April 30, 2019

     

    New features

    • Recurring Financial Obligation/Non Financial Obligation : You can now set up a recurring FO/NFO. RecurringFO.png
      • 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.
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  • Inova 7.1.106 (March 2019)
    • Inova
    • Version
    • 7.1.106
    • Release date
    • March 21, 2019

     

    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.
        Contact.png
      • 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.
        Workflow_Skip.png
      • 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.
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  • Inova 7.1.96 (January 2019)
    • Inova
    • Version
    • 7.1.96
    • Release date
    • January 15, 2019

     

    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.Review_Participants_Warning.png
    • 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.
    Survey_Popup.png
    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.
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