Bug Fixes & Performance Improvements

Bug Fixes & Performance Improvements. DealCloud: - Combining Template Reports now available in Mobile - AI Smart tags now auto-fill suggested values to accelerate data entry. - Widget actions (text, references, choice, and Report generation) are now available in Mobile - Enhanced Data Grid Editing with a cleaner layout and simplified tap behaviors. - Card mode previews offer a mobile-friendly way to browse data grid and card-based records. - Combining Template Reports is now available in Mobile

Security Updates Intune SDK upgraded: 20.8.0

Bug fixes

Bug fixes

- Enhanced iOS Screenshot blocking - Security improvements - Bug fixes and performance improvements DealCloud: - Enhanced Calendar Sync (Intune enabled) - Intapp Collaboration: Enhancements for browsing Cloud Storage - Adjusted User Interface for Widgets for improved widget previews - Change values or delete multiple : reference and choice fields in Data Grids Risk & Compliance: - Intake AI Summarization is now available on mobile

Bug Fixes & Performance Improvements

Risk & Compliance: - Custom questions can now be added when starting a new Quick Search, aligning the mobile experience with the web app. - Bug fixes DealCloud for Financial Services: - Intapp 2.0 now supports DealCloud for Financial Services for IDM enabled tenants.

CRM: - Calendar widget support - UX foundations - Direct edit for choice and reference Risk & Compliance: - Extra Value now supported in Smart Lookup questions - Matter Count added to Client Hit Details screen - Description of Work now shown in Conflicts Reports

Bug Fixes & Performance Improvements

Bug Fixes & Performance Improvements

- Risk & Compliance: Quick Search feature now supports Summary By Party setting - AI Smart Tags: Get intelligent tagging suggestions in DealCloud Mobile. (Requires Intapp Assist subscription.) - Cleaner Notifications: See only relevant fields, matching the desktop experience. - Improved Map Widget: Find nearby entries instantly with geolocation and adjustable search radius. - Target Builder on Mobile: Create and configure entries with inclusions, exclusions, and autofill settings. - UI Enhancements: Better navigation, updated menus, and optimized widget sizing. - Upgraded to Intune iOS SDK 20.1.2

Bug Fixes & Performance Improvements Intune SDK update 19.7.6.

- VCard Support: Import and edit VCards as new contacts with smart matching suggestions. - Enhanced Data Entry: New Data Providers tab improves duplicate detection and linking. - Improved Charts: Interactive legends, direct drilldowns, and better mobile card views. - Streamlined Reports: Option to exclude empty tables in mobile template reports. - New Features: History button for summaries and functional filters in widgets. - Quick Searches: a new Summary By Party option is now supported - UI enhancements: on Intake Forms, Search Forms and Dark Mode - iOS 18 features support: Application Icon Personalization and Eye Tracking - Enhanced Admin Controls: Minimum PIN length settings (6-8 digits) and speech recognition restrictions now available. - Copy/Paste Control: "Block Copy/Paste" setting now split by platform with separate controls. - Security Updates: Speech recognition settings refined to limit data sharing with third parties. - New Accessibility Features: Support for iOS 18 vocal shortcuts, icon personalization, eye tracking, and - VoiceOver for improved screen reading.

Upgrade to Intune SDK 19.7.1

- Intapp 2.0 application and its actions are now available in Shortcuts - Intake Request form: UI enhancements and bug fixes - Smart Lookup search issue has been fixed - "Add Entry" Page-Level Actions in Mobile - Improved Chart Widgets in Mobile - AI Recommendations Widget for Mobile - University Link - Widget and Row-Level Actions in Mobile Data Grids

Bug Fixes & Performance Improvements

Risk & Compliance: - General UI improvements to tables in edit mode. To reorganize table rows and update hierarchies, turn on edit mode by long pressing a row. - UI improvements and icon updates to the iOS widget - UI improvements to the Comments and Notes screens - All toggle buttons were replaced with radio buttons in Intake Request forms - Intake Request card text is now left-aligned to improve readability - Conflict Hits can now be viewed in a separate list screen, when there are more than 5 hits DealCloud: - Introduction of AI Summarization widget - Widget Tabs - Delete Entries - Voice based app navigation ( Beta) - Mobile Login : Environment and Data Centre selection - Yes/No fields : Clear value to Null

Bug Fixes & Performance Improvements

Introducing AI-powered text generation tools in DealCloud! Now effortlessly create descriptions for companies, deals, contacts, and more. Also, enjoy improved filter management, address autocomplete, interactive data grid info cards, and enhanced landscape orientation. Plus, easily add new entries with the updated Add New button. Explore more efficient dashboard menu editing with auto-expanded groups. Upgrade now for a smoother experience!

Improved mobile security feature capability

Bug Fixes & Performance Improvements

Bug Fixes & Performance Improvements

Release notes: - Entry forms enhancements - Intake requests enhancements - more question types are now available in the app - Default country selection can be configured - Industry terminology can be configured - UI improvements - Bug fixes

This update includes a number of enhancements including: - Newly added Risk and Compliance Solution - Contextual Detail Pages - Data Grid Navigation Improvements - Enhanced Widget Previews for Detail, Data Grids, Card Based and Map widgets - Entry Forms Redesigned - Landscape Orientation - Resizable Widgets on Tablet - View Recent Items - Mobile Security Enhancements: Phone and SMS links