CRM Maintenance – EU – Sandbox
Scheduled Maintenance Report for Intapp, Inc.
Completed
The scheduled maintenance has been completed.
Posted Feb 26, 2021 - 00:59 PST
In progress
Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted Feb 26, 2021 - 00:12 PST
Scheduled
SERVICE IMPACT


- Customer action required: Please communicate to your users that they may be logged out and experience downtime. We recommend that you do not perform any large data imports or changes until the maintenance window is closed.

- Usage impact: Some users may be logged out and experience downtime. The service disconnection can occur any time after the maintenance start is announced via the status site



DEFECT FIXES


Bug fixes and improvements before production release on March 6th.



FULL RELEASE DETAILS 



Relationship Intelligence (BETA) 

-New native relationship intelligence capability mines firm email communication to harvest, score, and trend colleague-contact relationships 

  
Dispatch 

-Dispatch Sequences (BETA) allows firms to automate eMarketing workflows like drip campaigns and event communications 

-Template builder UX enhancements 

-Auto-accept form submissions 

-Improved visibility to excluded contacts 

  
Automations and Notifications 

-Schedule recurring automations to automate regular business activities. Easily run automations on a repeating schedule, using view queries to find entries to trigger actions. 

-Copy multiple recipients on notification emails 

  
Reporting & Dashboards 

-New bubble charts and pie charts with drilldown improve data exploration and analysis across three variables 

-Show or hide dashboard on Mobile/Outlook/Web 

-Improved configuration of widget tabs 

-Multi-select fields will now report entries in the order they were entered 

-User names can be displayed as "firstname lastname" or "lastname, firstname" 

  
New User Management Interface improves user experience of managing groups and capabilities 

-New grid-like interface will allow users to clearly configure, edit and review User Group capabilities at both the Entry Group and Field level 

-Data Access capabilities are now in a separate tab with improved search functionality and a new filter by List option 

-Toggle between groups to compare capabilities 

-Object management permissions can be set at the object level, allowing firms to delegate management of site areas to different certain users or teams. 

-Bulk editor is now available in User management 

  
Outlook Add-in 

-Users can now edit the subject line, email body, or event title before syncing to OnePlace 

  
Query Builder 

 -link a secondary list when building a view 

  
Data Entry 

-The new description field for Entry Groups makes it easier to track the purpose and use of group 

-Offset ranges for cross entry calculations 

-Unique count for cross entry calculations 

  
DataCortex 

-Support for Pitchbook people data 

-Improved auto-linking and batch handling of unresolved entries 

-New setting in Matching Preferences to auto-create new entries in queue 

  
API 

-Create proxy-user assignments 

-Ability to proxy/impersonate other users based on proxy assignment 

  
CDS 

-New field mapping user interface to map CDS messages to CRM objects and fields 

  
Object Management 

-Field deletion audit will identify where reference fields are used 

-New ability to duplicate fields, copy settings and rename 

  
Mobile 

-Ability to disable emailing from the mobile app 

  
ADDITIONAL INFORMATION 



- Subscribe to the Intapp Client Community to receive full release notes on Thursday, February 18th. 
- If you have any questions, please contact Support@intapp.com.
Posted Feb 25, 2021 - 10:51 PST
This scheduled maintenance affected: OnePlace CRM - Sandbox - EU.