- DATE:
- AUTHOR:
- The Inpart team
May 28, 2024 Release Digest
Delivery time: Tuesday, May 28, 2024, 7:30 a.m. - 9 a.m. CEST.
Impact: During this maintenance window, Inpart Deal, the Outlook add-in, and the Admin Center will be briefly unavailable.
Version 3.33.0
What's New
Sort out companies more efficiently with tags
Add custom tags to company profiles to sort them out based on a specific categorization. These tags can be managed by users with Business Admin rights on the Deal Administration page. Companies can be filtered and exported based on these tags.
Ensure better data quality with restrictions on adding new values for opportunity, initiative, and company tags
Users with Business Admin rights can now define from the Deal Administration page the category of users who can add values to opportunity, initiative, and company tags on the platform. These users are either Managers with Business Admin rights or simple Managers.
Track new emails uploaded through the Outlook add-in in the activity stream
Each time a new email is pushed to an opportunity or a company from the Outlook add-in, it will be displayed in their activity stream on Deal with the note and a link to open the email preview.
What's Enhanced
Open page view of opportunities, meetings, and agreements with a double-click
On the master lists of opportunities, meetings, and agreements, double-click a row to directly open the page view of the item, instead of opening the side panel view.
Discard changes made to custom views
Easily discard changes made to custom views to reinitialize the originally saved parameters.
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