Inova

  • Inova 8.28.0 (October/November 2021)
    • Inova
    • Version
    • 8.28.0
    • Release date
    • UAT: October 19, 2021
      PROD: November 2, 2021

     

    Improvements

    • Improvement of the integration with Inova Lead Space.
      It is now possible to display a link to the Lead Space platform in the company page in Inova Partnering Platform.
    View Full Article
  • Dashboards 2.8.0 (July 2021)
    • Dashboards
    • Version
    • 2.8.0
    • Release date
    • July 6, 2021

     

    Improvements

    • Images from records exported to Excel now keep their original ratio, even when resizing the line.

    Bug Fixes

    • Fixed a bug when displaying the list of documents in a table.
    • Fixed a bug when using boolean of a linked object as a filter.
    • Fixed a regression with email notifications containing attached reports.
    View Full Article
  • Inova (September/October 2021)
    • Inova

     

    As we move towards a monthly product release schedule, we’ll start to communicate releases involving our entire product suite.

    Inova Partnering Platform

    UAT: September 21, 2021
    PROD: October 5, 2021

    Technical Improvements

    • Enhancements have been made to support integrations with other Inova products. We’ve built new integrations and strengthened existing integrations with the following products:
      • Lead Space, our brand-new module for the Inova Partnering Platform, which will officially launch on Tuesday, September 21st. Lead Space is built to bring more focus, efficiency, and collaboration to S&E teams. Contact your CSM or Account Executive if you’re interested in learning more.
      • The Due Diligence module, built for compliance and internal collaboration, now includes a two-way communication with the Inova Partnering Platform.
      • The Opportunity Portal (Version 2), built for capturing external partnering inquiries online, now offers more flexibility involving assigning roles to contacts.
    • For clients using Alpha Vantage, we now have a new API integration which allows for more financial indicators within the Inova Partnering Platform.

    More details on recent updates involving other Inova Products.

    Lead Space

    PROD: September 22, 2021

    Improvements

    • There’s now direct access to company profiles. Previously, users accessed company profiles through leads. Company profiles contain any related leads.
    • The view of lead details has improved, making it easier to find essential information like when a lead was created and last updated.
    • UI/UX enhancements include a prompt to refresh lead lists when needed and the re-naming of buttons to be more concise.

    Due Diligence Module

    UAT: September 21, 2021
    PROD: October 5, 2021

    Improvements

    • There’s a new administration page for managing the application settings, including field configuration, theme configuration, and Inova Partnering Platform project data mapping.
    • We’ve added a Due Diligence report template to allow field declarations directly on the Word template, report footer placement and configuration, and error handling during an upload.

    Bug Fixes

    • We’ve corrected the issue involving ratings and values table on Due Diligence report was not filled in correctly.
    • We also fixed the deployment error caused by field column size.
    View Full Article
  • Inova 8.26 (August/September 2021)
    • Inova
    • Version
    • 8.26
    • Release date
    • UAT: August 24, 2021
      PROD: September 7, 2021

     

    Improvements

    • Quick search - We have improved the visibility of the scroll bar to indicate more clearly when there are more than 7 results to display. Quick_Search_Scrollbar.png
    • With the introduction of the "Count" button in the version 8.23 of Inova, some users were confused about the conditions under which they could use the "Go to first/last page" and "Go to x page" features in a lister. We've made a few changes to clarify this.
      Now, these features are displayed only when they are usable, ie when the "Count" button is activated.

      Lister count disabled: Lister_Count_Disabled.png
      Lister count enabled: Lister_Count_Enabled.png

    Bug Fixes

    • Control characters in the email body sometimes prevented emails from being successfully pushed to the Inova Partnering Platform through the new Outlook add-in. This issue is now resolved. 
    View Full Article
  • Inova 8.23 (June 2021)
    • Inova
    • Version
    • 8.23
    • Release date
    • June 22, 2021

     

    Improvements

    • Performance optimization:
      • The on-demand lister count introduces a change in the listers view. In order to load pages faster, the total number of items displayed on listers is now disabled by default and a "Count" button is available for all listers so that it can be activated whenever the information is needed.
        Lister_Count.png
      • We also added a warning message in the view and template creation page to let you know when the custom view or template may have an impact on the lister loading time.
        Views_Creation_Warning.png

    Technical Improvements

    • Patches to strengthen the overall security of the application following the last pentest recommendation.
    • Some improvements have been made to support the integration with other Inova products.
    View Full Article
  • Inova 8.22 (April 2021)
    • Inova
    • Version
    • 8.22
    • Release date
    • April 27, 2021

     

    Technical Improvements

     

    Our development team has been hard at work preparing for the launch of a brand-new Outlook add-in to replace our existing add-in.

    This new release of the Inova platform includes many technical improvements aimed at supporting the new Outlook add-in.
    These improvements will help ensure enhanced performance, a simplified installation process via Microsoft’s App Store, ease of use, and usability for iOS Apple device users. The new add-in will be available within the next few weeks. Your Customer Success Manager will reach out to you or your team directly with more information when it’s available.

    As a reminder, the Outlook add-in is complimentary to all Inova platform users. If you’re currently using Outlook, the new add-in should enable you to work more efficiently and centralized your communication (emails and documents) within the platform.

    Thank you to all our users, especially our beta testers, for their valuable feedback over the past few months. Together with you, we’re designed and developed a more beautiful and intuitive add-in backed by improved performance.

    We look forward to the upcoming release. Stay tuned!

    View Full Article
  • Dashboards 2.7.0 (March 2021)
    • Dashboards
    • Version
    • 2.7.0
    • Release date
    • March 17, 2021

     

    Improvements

    • New conditions for dates have been added and can now be used to configure the dashboards as well as the notifications :
      • Last 10 years
      • Next 10 years
      • Not next 10 years

    Bug Fixes

    • Adding the "name" field of objects as a filter no longer crash the dashboards.
    • User Activity Graph: Fixed a bug where some logins were not associated with the right date (eg: date in the future).
    View Full Article
  • Inova 8.20 (March 2021)
    • Inova
    • Version
    • 8.20
    • Release date
    • March 2, 2021

     

    Technical Improvements

    • License Details/Users rights: As part of an upcoming Inova release, intended to activate some functionalities related to a new product still in development, we are adding a new option named "Opportunities Inbox" to the special groups of the license. This right will give access to an Inova waiting room for users of this new product. 

    Bug Fixes

    • Non Financial Obligation: Adding some special characters in the title, description and/or comments of an NFO no longer cause the action buttons to display incorrectly.

    Upcoming features/products we're working on...

     

    Just a quick note to shed some light on one of Inova related new products we are currently working on.

    We are pleased to announce that the new Outlook Add-in for Inova (web & desktop versions) for Outlook 365 is currently in finalization phase!

    • This new version will feature a streamlined installation and login process, to address the main pain points of the Outlook add-in V2.
    • We also added a contextual search (algorithm based on the senders and recipients of the email) which will automatically suggest you a list of objects to push your email to.

    Beta Testing is ongoing with a limited number of end-users to get feedback on the product quality.

    Do not hesitate to let your Customer Success Manager know if you also wish to participate in these tests!

    View Full Article
  • Dashboards 2.6.0 (January 2021)
    • Dashboards
    • Version
    • 2.6.0
    • Release date
    • January 20, 2021

     

    New features

    • It is now possible to include some pictures within your PPTX and XLSX reports.
      For example, you can display the organization logo in the upper right corner of the slide of your OnePager.pptx.
      Most common image formats are accepted but we advise to mainly use PNG, JPEG or GIF file types.
      Do not hesitate to contact your Inova Customer Success Manager if you wish to benefit from this new feature.

    Improvements

    • New conditions for dates have been added and can now be used to configure the dashboards as well as the notifications :
      • Current Month
      • Last 3/7/15/30 days
      • Next 3/7/15/30 days

    Bug Fixes

    • The "location" field for meetings can now be properly used in reports and no longer appears as empty.
    • The generation of reports including sub-tables no longer fails when using filters.
    • Fixed an issue where doing sums could crash when values were not numbers
    View Full Article
  • Inova 8.18 (January 2021)
    • Inova
    • Version
    • 8.18
    • Release date
    • January 27, 2021

     

    Technical Improvements

    • New technical improvements have been implemented, to continue to prepare for the arrival of new products as well as the migration to our new infrastructure.
    • Technical updates to strengthen the overall security of the application following the last pentest.
    View Full Article
  • Inova 8.16 (November 2020)
    • Inova
    • Version
    • 8.16
    • Release date
    • November 10, 2020

     

    Technical Improvements

    • Multiple technical improvements have been implemented to support the arrival of new products as well as the migration to our new infrastructure.
    View Full Article
  • Inova 8.15 (September 2020)
    • Inova
    • Version
    • 8.15
    • Release date
    • September 22, 2020

     

    Improvements

    • Header: 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.
      Create_Button.gif
    • Advanced search: The AND/OR operators have been added to enable you to refine your searches and deepen the results.
      Inova search uses the OR operator between terms by default.
      Advanced_Search.png

    Technical Improvements

    • Various technical improvements have been implemented.
    View Full Article
  • Dashboards 2.5.0 - HOTFIX (August 2020)
    • Dashboards
    • Version
    • 2.5.0
    • Release date
    • August 7, 2020

     

    Bug Fixes

    • 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.
    View Full Article
  • Dashboards 2.4.0 (August 2020)
    • Dashboards
    • Version
    • 2.4.0
    • Release date
    • August 4, 2020

     

    New features

    • 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. 
    View Full Article
  • Inova 8.11 (July 2020)
    • Inova
    • Version
    • 8.11
    • Release date
    • July 21, 2020

     

    Improvements

    • 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. Import_BIO_JPM.png
    • 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. Audit_Log.png
    • "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. Scrollbar.png

    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).Template_View.png
    View Full Article
  • Dashboards 2.3.0 (June 2020)
    • Dashboards
    • Version
    • 2.3.0
    • Release date
    • June 2, 2020

     

    New features

    • Timeline : It is now possible to create timeline reports using the milestone initiation date : Timeline_Milestone.png

    Improvements

    • Stacked bar chart : Fields other than lists of values are now also supported for the X-axis.
    • New condition for dates has been added and can now be used to configure the dashboards as well as the notifications : next calendar month
    • We improved the way the filters are displayed (new font and better alignment) to make it more harmonious and consistent.

    Bug Fixes

    • OnePager : Header slides were not taking the {now} placeholder into consideration. This is fixed.
    • Reports (Word,Excel,PPT) :
      • When a sorting parameter is configured, the system no longer deduplicates the data based on the selected sorting criteria.
      • Sorting a data table by a numeric field it is no longer done alphabetically.
    • User activity : In some cases, when exporting the "User Activity" dashboard, only part of the previously selected users was exported. This is fixed.
    View Full Article
  • Inova 8.7 (May 2020)
    • Inova
    • Version
    • 8.7
    • Release date
    • May 26, 2020

     

    Improvements

    • BIO Import / JPM Import :
      • 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.
    View Full Article
  • Inova 8.3 (April 2020)
    • Inova
    • Version
    • 8.3
    • Release date
    • April 7, 2020

     

    Improvements

    • BIO Import / JPM Import :
      • 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 workflow loading time and crashing prevention when a business object contains a significant amount of documents.
    • Mobile visualization : 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.

    Known issue and workaround

    • Attempting to link an email, sent to Inova via the email fetch feature, to an object will result in an error message.
      This bug also impacts the "additional actions" feature of the Outlook add-in.
      A fix will be delivered in the next version of Inova.
      In the meantime, to work around this issue, we recommend to use the "advanced push" feature of the Outlook add-in.
    View Full Article
  • Dashboards 2.2.0 (March 2020)
    • Dashboards
    • Version
    • 2.2.0
    • Release date
    • March 30, 2020

     

    Improvements

    • 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.
    View Full Article
  • Dashboards 2.1.1 (February 2020)
    • Dashboards
    • Version
    • 2.1.1
    • Release date
    • February 13, 2020

     

    New features

    • 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.
    View Full Article
  • Inova 7.3.8 (February 2020)
    • Inova
    • Version
    • 7.3.8
    • Release date
    • February 4, 2020

     

    Improvements

    • 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.
      Activity_History.png
    • "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.
      EBD_Warning.png
    • JPM Import : Various fixes to improve handling of special characters.
    • User creation : Various fixes to improve handling of special characters.
    View Full Article
  • Dashboards 2.1.0 (December 2019)
    • Dashboards
    • Version
    • 2.1.0
    • Release date
    • December 12, 2019

     

    Improvements

    • 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.
      Time_Spent_In_Phase.png

    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.
    View Full Article
  • Inova 7.3.5 (December 2019)
    • Inova
    • Version
    • 7.3.5
    • Release date
    • December 10, 2019

     

    New features

    • "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 :
      Quick_Create_Button.png

    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.
      MeetingQuickCreate.png
    • 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.
    View Full Article
  • Inova 7.3.1 (October 2019)
    • Inova
    • Version
    • 7.3.1
    • Release date
    • October 22, 2019

     

    Improvements

    • EBD Import : The import process for EBD meetings has been aligned with the new Excel export format provided by partneringONE.
    • JPM Import :  The BIO Connector now allows you to import your JPM meetings as well.
      • All JPM meetings can be imported except those set as "confidential" in Inova One-on-One Partnering System.
      • For attendees manually added to JPM meetings in One-on-One with only a first name, contacts will be created in Inova with "Unknown" as last name.

    Bug Fixes

    • Notifications : The known issues that affected the 7.2.119 version have been fixed:
      • Users no longer get an error message when creating new notifications,
      • Users no longer get an error message when accessing/modifying existing notifications.
    • BIO Import : When importing a BIO meeting, if the company was automatically matched with a company already existing in Inova but some attendees were new contacts, then those contacts were created without companies during the import. This is now fixed.
    View Full Article
  • Dashboards 2.0.7 (September 2019)
    • Dashboards
    • Version
    • 2.0.7
    • Release date
    • September 26, 2019

     

    New features

    • Pipeline Evolution : You can now click on a number to display the list of related opportunities.

    Improvements

    • Pipeline Evolution : A loading animation is now displayed while retrieving the data before displaying the dashboards.
    • Pipeline Evolution - XLS export :
      • The date format has been modified to "yyyy-MM-dd" so that Excel can automatically and correctly interpret data as dates.
      • The names now contain a clickable link to Inova.
    • A new date period filter has been added : Current month + 2 following month.

    Bug Fixes

    • Pipeline Evolution : 
      • Some projects were sometimes displayed in the wrong pipeline evolution area for some users due to server timezone difference. This is fixed.
      • The display issue with Internet Explorer 11 is fixed.
    • Filters : When clicking on a bar/pie chart to define filters, the corresponding box is now correctly checked.
    View Full Article
  • 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.
    Known issues :
    • Users get an error message when trying to save a new notification. Nevertheless, the notification is correctly created and sent.
    • Users get an error message when trying to access/modify an existing notification.
    View Full Article
  • 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.
    View Full Article
  • 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.
    View Full Article
  • 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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