Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted Sep 25, 2020 - 00:32 PDT
RELEASE OF ONEPLACE CRM 2020.3.2 US/EU/APAC
Status Site Message:
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 - 07:24 PDT
This scheduled maintenance affected: OnePlace CRM - Sandbox - US.