Release Notes

Inova

  • Inova 7.2.119 (August 2019)
    • Inova
    • Version
    • 7.2.119
    • Release date
    • August 27, 2019

     

    Improvements

    • Lister Filters : It is now possible to individually delete the filters applied to the listers. 
      Delete_Filters.png
    • Top right dropdown menu : 
      • This menu automatically expands with a simple mouse over. It automatically closes when mouse over outside the menu.
      • The "My email" option has been removed from this menu. It can be displayed in the left main menu if needed.
    • Left main menu : The "Logout" button has been removed from this menu as it now appears in the top right dropdown menu.
    • Advanced Search : 
      • Users can open search results in a new tab by doing a right-click/open in a new tab or mouse scroll wheel click.
      • A new “Load more results” button appears when there is more returned results than the value defined for the "Max results" field.
      • Many users reported that the score associated to each result was not enough explicit. So it has been decided to remove it for the moment.

    Bug Fixes

    • Some minor corrections were made to improve the look and feel of the search bar.
    • The top bar (i.e the search bar and right dropdown menu) and the content of the workflow tab are now correctly displayed for users whose first / last name contains an apostrophe.
    • It was no longer possible to skip questions for the participants of a review. It has been fixed.
    • Users with Readwrite rights on a module no longer get an error message (Access Forbidden) when trying to assign an object to a new owner.
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  • Dashboards 2.0.6 (July 2019)
    • Dashboards
    • Version
    • 2.0.6
    • Release date
    • July 30, 2019

     

    Improvements

    • New conditions for dates have been added and can now be used to configure the dashboards as well as the notifications :
      • Current month + 2 following months
      • Last 2 months (i.e. last 60 days)
      • Next 2 months (i.e. next 60 days)
      • Last calendar month
      • Last 2 calendar months
      • Last 3 calendar months
    • The standard dashboards use a new color palette to ensure readability and cohesiveness.
    • Process Chart: Minor adjustments to improve the look and feel of this chart.

    Bug Fixes

    • Process Chart: filters containing special characters are now working properly.
    • Filters:
      • The available options for filters on linked objects are now sorted alphabetically.
      • When modifying a filter already applied to a field, the filter previously applied is no longer automatically deselected.
    • PowerPoint Generator:
      • Header/Footer slides are no longer displayed in a random order when generating decks with more than 2 Header/Footer slides.
      • The parameter to limit the number of characters for a field is now correctly processed when used on sub-tables.
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  • 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 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.
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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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Outlook Add-In

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