CRM Release 2021.1 - EU
Scheduled Maintenance Report for Intapp, Inc.
The scheduled maintenance has been completed.
Posted Mar 06, 2021 - 12:41 PST

- Customer action required: Please communicate to your users that they may be logged out and experience downtime. We recommend that you do not perform any large data imports or changes until the maintenance window is closed. Please feel free to explore the new features.
- Usage impact: Some users may be logged out and experience downtime. The service disconnection can occur anytime after the maintenance start is announced via the status site


Relationship Intelligence (BETA)
-New native relationship intelligence capability mines firm email communication to harvest,
score, and trend colleague-contact relationships

-Dispatch Sequences (BETA) allows firms to automate eMarketing workflows like drip
campaigns and event communications
-Template builder UX enhancements
-Auto-accept form submissions
-Improved visibility to excluded contacts

 Automations and Notifications
-Schedule recurring automations to automate regular business activities. Easily run
automations on a repeating schedule, using view queries to find entries to trigger actions.
-Copy multiple recipients on notification emails

Reporting & Dashboards
-New bubble charts and pie charts with drilldown improve data exploration and analysis
across three variables
-Show or hide dashboard on Mobile/Outlook/Web
-Improved configuration of widget tabs
-Multi-select fields will now report entries in the order they were entered
-User names can be displayed as "firstname lastname" or "lastname, firstname"

 New User Management Interface improves user experience of managing groups and capabilities
-New grid-like interface will allow users to clearly configure, edit and review User Group
capabilities at both the Entry Group and Field level
-Data Access capabilities are now in a separate tab with improved search functionality and a
new filter by List option
-Toggle between groups to compare capabilities
-Object management permissions can be set at the object level, allowing firms to delegate
management of site areas to different certain users or teams.
-Bulk editor is now available in User management

Outlook Add-in
-Users can now edit the subject line, email body, or event title before syncing to OnePlace

Query Builder
- Link a secondary list when building a view

Data Entry
-The new description field for Entry Groups makes it easier to track the purpose and use of
-Offset ranges for cross entry calculations
-Unique count for cross entry calculations

-Support for Pitchbook people data
-Improved auto-linking and batch handling of unresolved entries
-New setting in Matching Preferences to auto-create new entries in queue

-Create proxy-user assignments
-Ability to proxy/impersonate other users based on proxy assignment

-New field mapping user interface to map CDS messages to CRM objects and fields

 Object Management
-Field deletion audit will identify where reference fields are used
-New ability to duplicate fields, copy settings and rename

-Ability to disable emailing from the mobile app


- Subscribe to the Intapp Client Community to receive full release notes on Thursday, February 18th.
- If you have any questions, please contact
Posted Feb 11, 2021 - 12:07 PST
This scheduled maintenance affected: OnePlace CRM - EU.