March 31, 2026 Release Digest

Delivery time: Tuesday, March 31, 2026, 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 4.29.0

What's new

Create and manage survey templates for health checks and evaluations
For Deal Advanced plan users with the Alliance Management add-on. Please contact your CSM at Inpart to activate the health check and evaluation module on your Deal space.

Access the new Manage Templates option in your user menu to create, duplicate, edit, or delete templates, then reuse them to create assessments via the three-dot menu or save any existing assessment as a template for future use.

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Split the obligation amount into Estimated Amount and Actual Amount

Use the two new distinct fields, Estimated Amount and Actual Amount, to log financial information in obligations with greater precision. Find them listed separately in your list views and filter options for more accurate reporting.

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What's enhanced

Enhance list views, exports, and reports with new data and navigation

• View, sort, filter, and export declined, on-hold, termination, and cancellation reason details from your opportunity and agreement lists.

• Add unlimited columns to your agreement, obligation, alliance, and company list views.

• Click names and titles in your alliance, agreement, company, contact, and meeting Excel exports to navigate directly to the corresponding record.

• Find a consolidated Territory column and clickable links to obligation and agreement pages in your Excel exports.

• Generate opportunity one-pager reports that now indicate whether each opportunity has restricted or public access.

See consistent dates for opportunity fields regardless of your time zone

The on-hold, declined, and discovered-on dates on your opportunities now display the same value no matter which time zone you are in.

What's fixed

Mentions in comments now deliver notifications

You can now use @ mentions in comments, and the tagged person will receive the notification as expected. Previously, mentions appeared active while typing, but became inactive after sending, so the message never reached the mentioned person.

Fix agreement categories displayed in the Folders tab

All agreement categories now appear under the Folders tab in the Administration page. Navigate to that tab to find the full list of categories, no longer limited to the three legacy ones.

Health check navigation restored on alliance pages

You can now click a health check from an alliance page card, and it opens the full health check view correctly. Previously, clicking it led to an error page.

Opportunity creation from conferences and campaigns

You can now create an opportunity from a conference page, a meeting linked to a conference, or a campaign page without errors. Previously, these actions returned an unexpected error, and the opportunity was not created.

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!

Need help? Visit our help center.