OnePlace - US - Prod - 2020.3.2
Scheduled Maintenance Report for Intapp, Inc.
Completed
The scheduled maintenance has been completed.
Posted Oct 10, 2020 - 10:58 PDT
In progress
Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted Oct 10, 2020 - 08:30 PDT
Scheduled
RELEASE OF ONEPLACE CRM 2020.3.2 US/EU/APAC

Status Site Message:

SERVICE IMPACT

The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 4 hours. Downtime can occur any time after the maintenance start is announced via the status site.

Customer action is not required.

2020.3.2 RELEASE CONTENT
NEW FEATURES/IMPROVEMENTS

MOBILE 2.0
New Intapp OnePlace App for Android or iPhone
360 degree meeting overview
Access to OnePlace web content
Sync calendar meetings to CRM
Notifications
Business card scanner

MICROSOFT OUTLOOK WEB ADD-IN
New Outlook web add-in
Adds support for MacOS
Search and view OnePlace entries from the add-in
Tag entries and add notes from the add-in
Drill into grids and charts from Outlook
Admins configure widgets from web & have users view in Outlook

DISPATCH
OnePlace’s new, native email marketing platform
Utilizes CRM Contact list for automated & intelligent email marketing campaigns
Track email opens, clicks, bounces, unsubscribes against campaigns and view in CRM
Create and manage library of email templates. Use template builder or import from previous campaigns

AUTOMATIONS
Append values to multi-select fields
Calculation engine UI enhancements
Ability to use ‘Switch’ formula logic with calculated fields

VIEWS
New foldering capability for Views
Ability to share private views
Write access to public folders

NOTIFICATIONS
Notification detail flexibility with field-level control
Overall redesign of notification configuration experience
Ability to send high priority notifications through to recipient inbox

APIs
REST API enhancements supporting names for fields and objects
Ability to create different field names in API vs UI
Simplified endpoint naming conventions and updated Schema

REPORTING
Keyboard shortcut & hotkey enhancements
Enhanced Dashboard ordering experience upon creating
Easier reordering of Dashboards
Ability to insert hyperlinks back to OnePlace web application within the MS Word add-in
Enhanced ability to sort/filter to find templates based on Report Type, Recipient or Frequency
Filter entries for template reports

WIDGETS
Make filter tokens for grids appear by default for certain users
Show totals on each page of a data grid rather than last page only
Ability to copy/paste widgets
When using pivot tables and charts, ability to create buckets to groups rows & columns
Quick edit directly from charts, including edit & delete options on every data row used in the chart
Ability to removed single fields in stacked columns used within Query Builder

DATA MANAGEMENT
Ability to Data Audit 3rd party data providers and calculated fields
When using Data Audit, ability to revert data changes to prior state
Ability to view full Data Audit history from entry details page
Date formatting flexibility on entry and display
Ability for admins to leverage user group configs when using list management
When using List Builder, users can assign values in bulk while creating target entries
OnePlace IDs exposed in Lists, Data Grids and Bulk Edit Grids

PERMISSIONS & USER GROUPS
Ability to clone user groups
New hover help text for user group capabilities

SITE SETTINGS
User profiles with permissions to enable add-in download links
Ability for admins to show/hide download links
Ability for admins to enable/disable access to edit properties
Ability to export user & group capabilities

OTHER ENHANCEMENTS
Enhanced “No Results” experience in Search
New Currency Options (MMK & RSD)
New Keyboard Shortcuts
Posted Sep 17, 2020 - 07:07 PDT
This scheduled maintenance affected: OnePlace CRM - US.