New Platform Update: 2024-07-19
🚀 July 19th, 2024 - DealRoom Product Updates 🚀
Remove Users from the People Tab: Now you can completely delete contact and user records from the People tab that are no longer needed. This update helps keep your user database clean and organized, ensuring that only relevant and active contacts are maintained.
Note: Ensure that the person does not have access to any active room or to your pipeline. Otherwise, revoke room access first.
Remove Email Attachments on Deal Cards: Now you can both download and/or remove email attachments from deal cards that are pulled in from the Outlook plugin. Simply hover over the attachment in the bottom right of the deal card and click the trash icon!
Note: The email attachment will still currently be visible in the email body itself, under the Emails tab on the deal card.
Choose to Exclude Attachments from Logged Emails on the Deal Card: Want to attach an email to a deal card, without pulling in it's file attachments as well? Simply open the email in Outlook > Change logged details > Uncheck the boxes for the attachments you want to remove > Save changes.
Timeline Enhancement - Customize Request Columns: You can now select which request columns you'd like to show in the Timeline view. Want to see only the request title and assignees? Click the table icon to start customizing. This allows you to streamline the information you truly need for a seamless work experience!
Updated Data Room Tool Bar: We've revamped the data room toolbar for a cleaner and more intuitive UI design. Now, you can easily create a folder using the folder icon, access more options through the three-dot menu, and customize the columns viewed with the table button. This update aligns the data room toolbar with the design of other tabs, ensuring a smoother and more consistent customer experience.
We want to hear from you! What features would you like to see in the next DealRoom update? Your feedback is instrumental in shaping the future of our platform, and we can't wait to hear your thoughts. Let's continue to build a DealRoom that works best for you!
Issues with exporting data room index to PDF on new servers is fixed
Issues with Outlook Plugin not working on DealRoom trials is fixed
We hope you enjoy these updates! As always, your feedback is invaluable to us. Stay tuned for more exciting improvements coming your way soon.
🌟 New Releases
Remove Users from the People Tab: Now you can completely delete contact and user records from the People tab that are no longer needed. This update helps keep your user database clean and organized, ensuring that only relevant and active contacts are maintained.
Note: Ensure that the person does not have access to any active room or to your pipeline. Otherwise, revoke room access first.
Remove Email Attachments on Deal Cards: Now you can both download and/or remove email attachments from deal cards that are pulled in from the Outlook plugin. Simply hover over the attachment in the bottom right of the deal card and click the trash icon!
Note: The email attachment will still currently be visible in the email body itself, under the Emails tab on the deal card.
Choose to Exclude Attachments from Logged Emails on the Deal Card: Want to attach an email to a deal card, without pulling in it's file attachments as well? Simply open the email in Outlook > Change logged details > Uncheck the boxes for the attachments you want to remove > Save changes.
Timeline Enhancement - Customize Request Columns: You can now select which request columns you'd like to show in the Timeline view. Want to see only the request title and assignees? Click the table icon to start customizing. This allows you to streamline the information you truly need for a seamless work experience!
Updated Data Room Tool Bar: We've revamped the data room toolbar for a cleaner and more intuitive UI design. Now, you can easily create a folder using the folder icon, access more options through the three-dot menu, and customize the columns viewed with the table button. This update aligns the data room toolbar with the design of other tabs, ensuring a smoother and more consistent customer experience.
We want to hear from you! What features would you like to see in the next DealRoom update? Your feedback is instrumental in shaping the future of our platform, and we can't wait to hear your thoughts. Let's continue to build a DealRoom that works best for you!
🛠️ Bug Fixes
Issues with exporting data room index to PDF on new servers is fixed
Issues with Outlook Plugin not working on DealRoom trials is fixed
We hope you enjoy these updates! As always, your feedback is invaluable to us. Stay tuned for more exciting improvements coming your way soon.
Updated on: 19/07/2024
Thank you!