Scheduled maintenance is still in progress. We will provide updates as necessary.
Posted Aug 20, 2022 - 12:10 PDT
Update
We are running over the announced maintenance window for a few environments. We estimate all environments to be completed within the next hour.
Posted Aug 20, 2022 - 12:08 PDT
In progress
Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted Aug 20, 2022 - 08:01 PDT
Update
We will be undergoing scheduled maintenance during this time.
Posted Aug 10, 2022 - 11:05 PDT
Scheduled
SERVICE IMPACT There will be a downtime during the release that can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes during the maintenance window. Please communicate this information to all users.
RELEASE CONTENT The Polaris release highlights include:
Contact and Activity Capture - Bulk syncing of Contacts from DealCloud/OnePlace to Exchange address books - Capture of email and meeting activity from Exchange to DealCloud/OnePlace
Data Cortex - Affiliations capture contacts linked to multiple companies/organizations - Equilar – Contacts, Companies, and Affiliations - Source Scrub – Industry Sub-Categories - Source Scrub – Enable auto-linking on sources list - Source Scrub – Add contact location data points to contacts list - S&P – Adding phone fields to Companies and People Lists - S&P – Enable bulk syncing - Social media data points added to Contacts lists from Equilar, Preqin and SourceScrub
Dashboards & Reporting - Send data from Excel spreadsheet to a field on an Object in DC/OP via the Excel Add-in - Real Estate Spatial Units allow users to select a distance or area measurement - Select multiple cards on a widget and update across lanes - Ability to set image display order preference - Pivot Grids: pivot on Yes/No Fields and add metadata columns
Automations - Error notifications - Send attachments as links via automation alerts - Add multiple recipients to automation alerts - Now supports choice fields
Data Entry - Lookup, match, and sync to DataCortex providers at point of entry - New Tag reference object type - Filter fields without fields appearing “linked” - Multiselect fields in conditions configuration - Bulk import workflow updates
Dispatch - Send to Views where contact is not primary object - Add Contacts to CC, BCC - Add recipients to previously sent campaigns - Template Builder 2.0: spacer block
Outlook - Search object selection - Show Recents and Favorites - Clearer access to Entry Detail tabs to find relevant data quicker
Site Settings and User Management - Configure Single Sign-On (SSO) without Global Admin privileges - Reset Passwords for Users on dedicated databases
API & Integrations - Backups: create, retrieve, delete backups via API - User concurrency limit of 2 will be enforced - User context can be passed to Advanced Data Windows