July 8, 2025 Release Digest

Delivery time: Tuesday, July 8, 2025, 7:30 a.m. - 9 a.m. CEST.
Impact: During this maintenance window, Inpart Deal, the Outlook add-in, the Opportunity Portal, and the Admin Center will be briefly unavailable.

Version 3.62.0

What's improved

Track opportunity creation date and creator more accurately

To support data migration, we added two new fields to the opportunity details: Creation date and Created by. These fields reflect the real creation date of the opportunity, not the date it was migrated into the system. These new fields are now visible in opportunity lists, activity streams, and exports.

For existing opportunities and opportunities created manually in Deal after this release, the fields will be automatically populated with the creation dates in Deal.
For migrated opportunities, there will be a field in the migration process that allows these fields to be populated in Deal to keep track of the historical creation date and creator name.

Add favourite views directly from the homepage

To make it easy for new users who have not yet set up favourite views to display on the homepage, we have added guidelines on how to use views, and shortcuts to add existing default views and shared views to the homepage.

Edit obligation forecasted dates in the list view

To simplify the process to update obligation forecast dates, we have made the date editable directly in the list view of obligations on each agreement page. Simply click on the forecasted date to select a new date.

What's fixed

Add private agreements to an alliance

We have fixed the issue of not being able to link private agreements to an alliance via the add button.

Agreement main document display issue

We have fixed the issue where the main document is not showing up in the main document card at all time.

Double-click to open opportunity in full page from Opportunities list

Sometimes double-clicking an opportunity from the Opportunities list does not open the opportunity in full page. We have fixed the issue.

Feedback

Feedback is a gift! Let us know what you think about these new features and if you have any additional thoughts on what you'd like to see in functionality. Thank you and have a wonderful weekend!

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