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.
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.
We implemented additionals configurable fields to be able to add more criteria and thus better answer the "Tech Scouting" use case.
Internal Due Diligence Room : When a user start to input something in the field to add members, the typeahead suggests a list of authorized contacts to be selected.
The templates for "Automated Contact Notifications" have been improved to achieve the GDPR (General Data Protection Regulation) compliance.
When reassigning In-Licensing or Out-Licensing Projects, the linked milestones and activities are now also automatically reassigned to the new owner, except if these ones are completed, initiated or not started but already assigned to another than the original owner of the project.
Technical Improvements
The access control to the "Assign to" and "Choose Participants" features have been strengthened to improve security.
Bug Fixes
Users were prevented from deleting a contact created via "Advanced push" (Outlook add-in). It is now possible to remove them.
Document Manager : The documents titles are no longer truncated.
In some cases, the contacts linked to application users were automatically updated by reversing first and last names and adding a comma. This is now fixed.
We fixed a character encoding issue so that contacts with special characters in their name are correctly displayed.
Users no longer receive an error message when trying to clone or execute a payment without currency.
Users no longer receive an error message when trying to open or create a new governance body from the agreements and alliances.
Internal Due Diligence Room This new module has been implemented to allow internal collaboration as well as secure data exchange during the due diligence process.
As a Due Diligence Room Manager :
Involve your internal experts in the due diligence process thanks to the new "Guest" profile and the authorization list.
Grant temporary access to the confidential information, manage access control of folders and documents.
As a Due Diligence Room Member / Guest :
Upload / download files and folders (depending on document permissions).
Manage different versions of files.
Add comments.
Improvements
The style of the user interface has been slightly modified (mainly the font) to improve the display of the application in small devices such as tablets and phones.
From a Portal Opportunity, with the "Quick Create" button, you can now quickly create a linked object while retaining important links to the object you are creating it from. In other words, the following fields/links are autopopulated in the newly created object : access, products, company, contacts and authorization list.
When someone creates an object and assigns it to another person on creation, the reminder of the defaults activities is now assigned to the new owner (and not to the creator of the object).
Bug Fixes
From an object view, it was no longer possible to save the changes made to fields coming from another object (for example for the "development phase" and "therapeutic areas" fields which come from an asset and are displayed in an opportunity). This is now fixed.
You can create a new issue log while pushing an email with the Outlook Add-in (Advanced push).
In the "Authorization" tab of an object, when using the "Copy to..." function, you can select all the linked objects at once by choosing the "Select all" option.
In the "Links" tab of an object, when you click on a link/an URL this will now open the link/URL in a new tab of your browser.
The "All Financial Obligations" (FO) lister combines the FOs linked to an agreement and the FOs linked to an Internal Development Project (IDP). It is now possible to add two new tabs (to be done by your Inova Customer Success Manager via a configuration change) to help you to more easily differentiate between the FOs.
You can add clickable URLs in a text field (to be done by your Inova Customer Success Manager via a configuration change).
When someone creates an object and assigns it to another person on creation, the asignee now receives only one email, which groups information about this object with its related default activities (instead of sending a notification for each activity).
An administrator can now create a new application user from an existing internal contact. This does not currently work for customers synchronized with Bio.
Cascading archiving : when you archive an Out-Licensing (OL) Project, all of the OL Discussions related to this Project are also automatically archived.
Document Manager : We now support the "+" sign in the file name.
Bug Fixes
For all objects, the emails are now sorted by sent date by default (instead of being sorted by subject) in the "Emails" tab so that you can more easily find the email you just pushed to the application via the Outlook Add-in.
Document Manager : An "Internal error" was sometimes displayed when trying to access a folder created by uploading a zip file. This corrupted folder was also impossible to delete. This issue is fixed.
The date format defined at an application level is now correctly applied to all objects.
The "Reply by Email" button is deactivated for all users with a "read only" license.
Using the new Financial Obligations and Non Financial Obligations pop-ups, you can now send reminders to both Application Users and Internal Contacts.
Contact Roles A new "Contacts" tab has been implemented on the object level to enable roles management. You can ask your Administrator to customize and add roles based on your needs. These roles can then be associated with Application Users and/or Contacts. The main objective is to know at a glance who are the team members of a project/agreement and why. Now, you can also filter this list of contacts on every objects.
For Alliance Management, here is an example of a Peer Matrix :
For customers migrating to this version, the roles have to be added by your Administrator and/or your Inova Customer Success Manager. For customers directly starting with this version, a set of pre-defined roles is already implemented.
Improvements
It is now possible to find a company via a search on its synonym for all the listers.
We no longer automatically create an empty review folder in the document manager of the assessed project if the reviewers have not added documents to their response.
The style of some buttons has been improved in the Workflow manager.
Bug Fixes
While creating a new object, if you choose an owner other than yourself, this new owner is now correctly informed via notifications.
A "&" sign in the file name no longer prevents users from opening the document once they download it.
The following message was sometimes displayed when participants were trying to access to the response page of a review : "We're sorry, your response could not be entered. You do not have authorization to enter a response to this Review." This issue is now fixed.
Administrators are now able to apply some filters for the snapshots (Administration > Audit Log > Snapshots).
Import Tool : we fixed the bug that prevented users from importing companies and contacts.
A new library has been implemented to improve the indexing of certain types of documents (and more specifically the Excel and PDF files).
The separator character "|" is now supported. Users will no longer receive an error message 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.
