1 08, 2017

PlanPlus Online Vector 2.5.1 Release Notes

Improvements Opportunity entity fields brought up to parity with contact entity fields: added display feature for phone number and email address Added team lead field to edit lead page layout Added feature to allow users to create new dashboard based on user group data sets in addition to individual users Removed feature to customize task [...]

11 05, 2017

Release Notes: PlanPlus Online Vector – March & April-2017

Release Notes PlanPlus Online Vector 2.1.4   Release Date: April 27,2017 Improved drag & drop to mini calendar- added drag target indicator Mini calendar- added indicator for current day Fixed: current date indicator timezone issue Fixed: required fields not working in some field groups New u/i in Contact Process tab Fixed: display field groups in [...]

4 04, 2017

New changes and enhancements to PlanPlus Online

We celebrated the New Year by launching PlanPlus Vector 1.0. Vector helps you define the most important aspects of your life—and gives the framework to march down the path of productivity. To us, 2017 is all about focus and direction, and with PlanPlus Vector, we’ll help you stay focused on your goals and moving in [...]

7 03, 2017

Release Notes: PlanPlus Online Vector Q1-2017

Release Notes PlanPlus Online Vector  1.2.0 Release Date: Jan 18, 2017 Fixed: Task titles truncating on printed page Fixed: Appointments created from case not adding login user as attendee Fixed: Issue causing attendees to be duplicated in some situations Fixed: Browser issue affecting create new Opportunity button Fixed: Multi-Context field groups now import with XML [...]

7 03, 2017

Release Notes: PlanPlus Online Aurora Q4-2016

Release Notes PlanPlus Online Aurora 2.4.0 Release Date: Dec 21, 2016 APIs: updated endpoints for Organization (List, Create, Update, Delete) Added: Auto create quote on New opportunity Added: Option to change address on Quote/Order Fixed: Export Opportunity Report - by Period Type Add: Monitoring to CLX API calls Added: Organization Quote tab Grant Access to [...]

31 01, 2017

Introducing PlanPlus Vector: Planning with Direction

A vector is something that has a specific direction and magnitude. This struck a chord with us: Our goal is to help people to define the most important aspects of their life and then provide them with a framework to march down the path of productivity. That’s why we developed PlanPlus Vector! PlanPlus Vector upgrades [...]

23 12, 2016

An early peek at a present

Just in time for Planning your 2017. On December 28th we are planning some major changes to PlanPlus Online home page. A whole new look and new improved planning functionality for PlanPlus Online. Watch this brief video to get a peek at some of the changes coming to PlanPlus Online. What is Changing: [...]