We will be undergoing scheduled maintenance during this time.
Posted Jan 26, 2023 - 08:59 PST
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. - Data will be refreshed to mirror what is in production.
RELEASE CONTENT The release highlights include:
Collaboration & Content (integration with Intapp Documents) - On Demand SharePoint Workspace Creation - SharePoint Workspace Creation via Automations - Cloud Storage Widget - Access to SharePoint from Page-level Actions
Relationship Intelligence - Relationship Paths – Setup and UI Clean Up - Exchange Connection – Stability Improvements
Signature Collection & Data Quality Automation (Self-Maintaining Contacts) - Parsing Signatures in 7 Languages - Signature Validation and Company Matching Improvements - Better Grouping of Data in Pending Updates Grid - Re-Label Mass Actions
DataCortex - Creation of Views Based on DataCortex Objects - Moody’s Analytics Bureau van Dijk Companies and Deals Data - Additional Data Points Added to S&P, D&B, Preqin, and Equilar
Dashboards & Reporting - Template Reports Grid Now Includes Row Level Actions - Custom Row Level Actions - Cherre Data Integrated to Map Widget - Expanded ESRI Coverage for Canada and Europe - Card Widget Includes Empty Categories
Search - Grid Widget Search Defaults to Search Across All Fields
Automations & Notifications - Email Notification when Automation Approaches Limit
Data Entry - Address Autocomplete - Time Zone Selection for Entries
Dispatch - Pages: Field Label for Forms - Updating Pages without Pausing - Merge Marketing Stats
Outlook Add-In - Navigation Bar Re-design - Access to Dashboards - Consideration of Additional User Email Addresses - Improved Navigation & Sync
User Management - Two-Factor Authentication Enhancements
Mobile Application - Suggested Records: Similar Matches - Dashboard Filters Display - Preventing 3rd Party Keyboards (Apple) - Document and Template report view update (Apple)
ADDITIONAL INFORMATION - Detailed release notes will be posted on the Intapp Support Portal and DealCloud University on Tuesday, January 24th. - If you have any questions, please contact firstname.lastname@example.org or email@example.com.
Posted Jan 20, 2023 - 17:07 PST
This scheduled maintenance affects: AP: Non-Production (AP DealCloud - User Acceptance Testing, AP OnePlace CRM - Sandbox), US: Non-Production (US DealCloud - User Acceptance Testing, US OnePlace CRM - Sandbox), and CA: Non-Production (OnePlace CRM - Sandbox).