November 28, 2023 Release Digest
Delivery time: Tuesday, November 28, 2023, 7:30 a.m. - 9 a.m. CET.
Impact: During this maintenance window, Inpart Deal, Inpart for Outlook add-in, and the Admin Center will be briefly unavailable.
Version 3.22.0
What's New
Configure your workflow templates directly on the Deal Administration page
To make managing the workflow templates easier, users with a Manager role and Business Admin rights now have access to the Workflows settings on the Administration page. From there, you can customize the workflow name, description, asset type, add or remove stages, etc.
Learn how you can configure workflows
Attach documents to agreements
You can now attach several documents to your agreements, such as contract supporting files or internal validation proofs, or add links to external storage spaces via the Attachments tab on the agreement pages. You can easily select any file and make it your agreement's main document to highlight it and make it easier to find to your colleagues. You can also switch it to another document or remove it.
Learn how to manage agreement attachments
Add more fields to your opportunity pages
We're making available three new fields for users with the configurable field option:
Internal tool: Indicates the tool selected at the end of an opportunity or idea generation.
Probability of execution: Indicates the probability percentage of execution.
Type of impact: Indicates in which area the opportunity will create an impact.
Add values to opportunity additional fields
All users are now allowed to add new values to the additional fields under the Asset and Details tabs directly from the opportunity pages.
What's Enhanced
Visualize the stage instructions in the opportunity workflow
You can now open the stage instructions for the stage you're currently in the opportunity workflow. These instructions are here to remind you of all the steps that must be completed before moving to the next stage.
Learn how to add stage instructions
Change the display order of the opportunity additional fields
You can now, via the Administration page, reorder the fields displayed on the Details tab of the opportunity pages to reflect the information's level of importance.
Learn how to configure opportunity additional fields
Select columns more efficiently for your list display
We've improved the selection panel to choose the column display for all the opportunity, company, contact lists, etc. The column choice is now ordered by category (opportunity fields and assets fields) and whether they're currently visible or hidden to search the list of available fields more easily.
Better visualize fields values
You can now click field values to show all of them in a pop-up window when the number of values is too large to fit the default display.
Add preferred names to contacts
You can now add preferred names to help you personalize your contact pages. On the contact page, click Edit to add a preferred name.
Company and contact improvements
We've made a few display improvements on the company and contact pages to improve navigation.
What's Fixed
Company merge tool
We fixed an issue where it was impossible to merge two companies in some specific cases.
Need help? Visit our help center.