Release Notes - OnePlace - Version 244 & 245

Owned by Angus Thompson
Last updated: Dec 21, 2017
2 min read

New Features

Overall system

  • Scheduler added to batch processes, such as relationship re-index, compliance updater, etc...
  • Share Link to current page component added for use on any lightning page
  • Notes list component added to display notes content on page layouts
  • Object quick link administrator tool added to OnePlace

Objectives and Goals - v244

  • Vision and objective feature added to the OnePlace solution

Relationships - v245

  • OnePlace Relationship monitoring and scoring features enhanced.
  • Relationship summary, display options for Strength and Points
  • Added relationship links for new Client Market Segmentation and Management feature
  • Relationship summary update display for user relationships on account records.

Accounts / Companies

  • Identification of companies considered "internal" to the firm using OnePlace.
  • New field - Last paid date added
  • New field - SLA Expiry date

Contacts

  • New Contact wizard added to lightning, including duplicate identification and data augmentation.

Lists

  • New Send Email to list added to lists
  • Clone list feature added to allow list and list members cloned
  • Merge list feature added to allow multiple lists to be combined into one

Tasks and Events

  • New printable event report added including view of notes and follow-up tasks
  • New field - inPerson identifier for meetings.

Functions

  • Added cancelled count into the functions
  • Added cancelled as a acceptance list value
  • Added internal identifier on invitees
  • New Send Email to list added to invitee lists

Publications

  • Added internal identifier on subscribers
  • New Send Email to list added to subscriber lists

Surveys

  • Added internal identifier on respondents
  • New Send Email to list added to respondents lists

Matter / Credentials

  • Matter description / Credential capture component added for matters
  • Matter description / Credential prioritisation component added for Professional bios and CV's

Bugs

Integrations

  • Resolves issue when Mail Chimp API returned no response.

Relationships

  • Relationship update to get the LimitTo to work as designed
  • Relationship summary updated styling of columns
  • Relationship visualisation height reduction

Lists

  • Resolves issue with local and package custom field conflict in Manage contacts

Overall System

  • Small bug in Alert list resolved
  • Work on behalf of change event not firing when reset button pressed


Package link for 245.0 : To be updated shortly.