The expected content of this release is published several days before the release date and is therefore subject to change. Please check back at release time for updates.
Improvements
The look and feel of the "Create" button has been improved to make it more visible and thus encourage its use when one needs to quickly create new objects.
A regression affecting all exports (PPT, Excel) has been identified in the version 2.4.0. The user was indeed sometimes improperly recognized which led to the generation of erroneous reports. The way to handle the authentication has been improved to fix this issue.
BIO Import / JPM Import: For the sake of consistency with the EBD import, the messages exchanged in the "Description" field of the One on One meetings are now also imported.
On import/update, all the messages are concatenated in a descending order (the most recent message appears first) in the "Agenda" field of the meeting.
Any content of the "Agenda" field will be overwritten during the import/update.
To improve clarity and use of some existing features, a few messages/labels have been reworded :
"New activity" pop-up: When no result is returned for the "Person(s) Associated" field and the "Recipients" field of the reminder, a "No match found" message is now displayed (instead of "No data").
"Contacts" tab: We have updated the confirmation messages that are displayed after users have performed an action.
Add contacts: "The contacts were successfully added" (instead of "The new contact roles were successfully added")
Remove contact: "The contact was successfully removed" (instead of "The contact role was successfully removed")
Edit contact: "The contact details were successfully updated" (instead of "The contact role was successfully updated.")
Administration - Audit log: The filter named "This year" was actually displaying information for the past 12 months. It has been renamed to reflect this.
"Contacts" tab: When adding a contact and selecting a role for it, the drop-down is now automatically folded after each role selection. You no longer have to click outside of that dropdown to fold it.
A horizontal scrollbar has been added on the listers' filters to provide a better visibility of the available values. It only appears whenever it is needed.
Bug Fixes
"Watch it" button: In the version 8.7, when a user watched an item, the system sent out a notification when a change was made to that item by the watcher himself/herself. This has been fixed, and now a watcher receives a notification only if somebody else makes a change.
Listers: Users without administrator rights can now switch from one page to another one when using a template view. Those templates views are only intended to be used as they are, i.e. as they have been predefined by your Administrator. However, you can still copy them to your own views if you want to customize them to your own needs (e.g. adding more columns, applying filters/sorts).
Pie charts / bar charts: you can now customize these charts' colors to reflect your company's corporate colors and/or get the aesthetic that you want for your data.
Stacked bar chart: fields other than lists of values are now also supported for the Y-axis.
Bug Fixes
The default filters were not properly applied in some cases when a page was first loaded. This is fixed.
In the "Ready to import" tab, a new "UPD" flag indicates which meetings had been imported previously and will be updated during your new import.
In the "Action required" tab, a new "Update" button indicates which meetings had been imported previously and will be updated during your new import.
EBD Import :
The matching results for contacts, companies and assets has been enhanced and are now more relevant.
Workflow : Improvement of the documents loading time, especially those associated with activities. This will also improve the workflow loading time.
Technical Improvements
Multiple technical improvements have been implemented to continue preparing for the activation of new functionalities and integration of new applications in future versions.
Bug Fixes
Email fetch : Pushing an email, received in "My Emails", to an object no longer results in an error message.
Outlook add-in : Using the "additional actions" feature no longer results in an error message.
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.
