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 [...]
To make logging in to your PlanPlus Online account from your desktop fast and easy, you can create an auto login shortcut. Click on the Settings icon in the top right corner of your PlanPlus Online account homepage, and choose Preferences. Click on Setup Wizard from [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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: [...]
Organize yourself and your business with PlanPlus Mobile iPhone app! Use our unique planning methodology to boost your daily productivity. Whether you're a student, parent, spouse, manager, or CEO, PlanPlus Mobile is your Productivity Prescription! With tasks, calendar, notes, and contacts you can easily manage on the go. Download now PlanPlus Mobile includes the full [...]
Release notes for August 15, 2016 Release 2.9.2 Release date: August 15, 2016 We’re pleased to announce the following improvements to PlanPlus Online: You can now display field groups on External Process Update page. Added ability for admins to disallow users to postpone process past due date. Daily agenda emails now can contain overdue process [...]
Release 2.8.7 Release Date: August 05, 2016 When a user changes their PlanPlus Online password, their Cloud Connector will be updated so that it is seamless Can now create relationships between Opportunity Import and Organization Entity fields Close date now available on Opp field groups Fixed Opportunity Process Step report Fixed Contact Monthly report Contact [...]
It’s elementary: For this month only, you can enjoy a full year of PlanPlus Online Essentials for just $25 a month for a family of four, with your paid annual subscription! In a class by itself: You get four licenses to the ultimate family digital organizer! The most effective all-in-one tool for your family: See [...]
