Relationships Priority Maintenance - US
Scheduled Maintenance Report for Intapp, Inc.
The scheduled maintenance has been completed.
Posted Oct 09, 2021 - 09:32 PDT
In progress
Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted Oct 09, 2021 - 08:04 PDT

- Client action required: none.
- Usage impact: The maintenance will incur downtime.



The ERM report has been updated to prioritize data from the Principals table over other data sources to improve the accuracy of principals/lawyer data
- The sources are prioritized as follows: Principals table, CRM/CMC, Direct Mailer, Configured Users, Email Metadata (from/sender/reply-to) from sent emails

ERM Export Report: previously when the contact’s Last Name was blank, the email address was populated in this field. This has been updated so that:

- Last Name field is blank when there is no value
- Email Address is always the first column

Defect resolutions

Synchronized software:
- Increased security of application login password text fields
- Fixed gES Email Parsing to better handle null arguments
- Fixed Unable to access to Intapp CRM configuration page when credentials are invalid; page is now accessible with an error displayed
- Updated disabled links to make it obvious that they're disabled

Dynamics: Throw a descriptive exception when Relationship Type has not been set on Configuration, Dynamics page

Salesforce: System should not slow down with bad relationship configuration

Interaction: Duplicated business address after company association


- Priority Maintenance is required to complete the quarterly release.
- If you have any questions, please contact
Posted Oct 06, 2021 - 12:38 PDT
This scheduled maintenance affected: US (US Relationships).