Product Enhancements – Release Notes December 2025

December 04 Release Notes – PlanPlus Online – Version 5.67

Product Enhancements

• Daily Notes Filter by Tag: Added a new dropdown filter in the Daily Notes section so you can quickly view notes by tag.
• Reporting History: All reports now include new columns for Created By, Creation Date & Time, Last Updated By, and Last Updated Time.

• Opportunity Management:

  • Added a custom clone option for Opportunities.

  • The popup window for Opportunity Advanced Search has been enlarged for better viewing.

Bug Fixes

• Task-to-Appointment Conversion:  Note data is no longer lost when converting a Task to an Appointment.
• Project Task Category Stability: Fixed an issue where project task categories would disappear automatically after being added.

• Task Management & Planning:

  • Delegation Icons: Delegation icons now correctly show for repeating delegated tasks on both the Homepage and Weekly Planning summary views.

  • Delegation Window: Delegating a task from the Daily Planning summary view now opens the correct supported window.

  • Task Priority: Fixed bugs preventing new repeating tasks from being incorrectly assigned Priority A1 and ensuring “No Priority” tasks stay unassigned.

  • Task Visibility: Completed tasks are now correctly hidden from the Weekly Planning page.

  • Daily Repeating Tasks: Daily repeating tasks no longer disappear after completion on the daily planning page.

  • Project Tasks: The Estimate Time field no longer disappears automatically after being added.

  • Drag & Drop: Role-Based Tasks can now be correctly Dragged and Dropped into the Calendar on the Weekly Planning Page.

  • Stability & Performance:

    • Fixed an issue on the Daily Planning page where resizing the screen triggered an infinite loop of calls.

    • Resolved login issues causing instant login delays and unexpected clearing of the password field.