Inova Next Generation 2.4.0 Release

What's New

Private Initiatives Notifications

We've set up new notifications to let you know when you're given access to a private initiative, or when an initiative that you own was changed to public or private access. 

Reallocation of Opportunity Ownership Within a Private Initiative

When you remove the access of some users to a private initiative, you can now reassign the opportunities they previously owned in this initiative to a new user. 

• First, you need to make sure the new user you will select is part of the list of owners of the initiative.

• Then, click the "x" deletion icon to remove the access for the user you want to exclude from the private initiative you're in.

• Lastly, select a new owner for the opportunities previously owned by the now-excluded user, among the existing owners of the initiative.

Evaluations

You can find the evaluations within the Activities tab of an opportunity. We call evaluators the users that are invited to contribute to the evaluation of the opportunities contained in an initiative.

The Evaluation feature is available in BETA mode only. If you're interested in having a look at the feature before its official launch, please contact your Inova Customer Success Manager.

Title and Due Date

You can now update the title and the due date of an evaluation. 

Close/Open Status Notification

When you close or reopen an evaluation contained in an opportunity, you can now notify the other evaluators of the opportunity. 

User's Access

In a public initiative, the evaluators can be invited to contribute to the evaluation of an opportunity, without being part of the owners of this initiative. On the contrary, if you decide to make an initiative private, you'll need to make the evaluators owners of the initiative, so that they're still able to access the evaluations.

You can identify the evaluators who don't have access anymore to the evaluations after you've turned an initiative to private access. To do so, go to the evaluation. Click the Invite button. They're now shown greyed out in the list of invitees. If you want to grant them access, you'll need to add them to the list of owners of the initiative. Otherwise, you can remove them from the list of evaluators by clicking the "x" deletion icon.

Note that the greyed-out users have no longer access to the evaluation BUT will remain listed here if either they created the evaluation or already contributed to it.

What's Enhanced

Opportunity Title

You can now have more characters in the title of the opportunities.

Initiative and Opportunity List Value Search

We've improved the sorting of results when you search the list values in an opportunity or an initiative. When you type only one letter, the values starting with that letter will show up first in the list. When you type more than one letter, what you typed will be highlighted in the values showing up. 

Learn more on our help center