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 [...]
Have you ever wanted an instant guide at your side to help you learn new and productive features of your software at the same time you’re using it? (Then, have you ever wished that guide would go away during the parts you already know?) We’ve got the convenient, instant guide you need--there when you need [...]
Release Notes PlanPlus Online Aurora 2.5 (sprint 169.2) Release Date: June 2, 2016 -New & Improved Guided Help Resources - These help resources are now available from a tab on the lower edge of your screen while logged in to your account. There are a combination of videos and guided explainer tutorials to help you [...]
Release Notes PlanPlus Online Aurora 2.4 (170) Release Date: May 11, 2016 We are happy to announce the release of another new update for PlanPlus Online, Aurora 2.4. This update is now available on all production servers and includes the following: Better looking and easier to use: New interface for Home Page New interface [...]
Release Notes 167 Release Date: April 27, 2016 The following features are now available in your account: Homepage speed improvement. Fixed Task Delegation problem Chrome browser. New custom field type: String Table. New custom field type: encryption. Added Custom Field Filters on Organization, Contact, Opportunity Summary pages. Daily Task Reminders: Added B & C Priority [...]
We continue to work on updating and improving the PlanPlus Online experience. Here’s the update of work that was completed in March: Release Notes (165 & 166.1) March 21, 2016 Fixed problem with BCC to note duplication Performance fixes with Outlook & Gmail sync Leads-Leads edit page- after "Updation" system should display text message-"Leads Record [...]
PlanPlus Online is pleased to announce a new software release, which adds additional features and repairs the following issues: Enhancements New Custom Field Type (Picture/Portrait) Added color support for all day appointments Custom development project (report) Add sequence option to field groups No longer allowing apostrophe in account names Quick Search Return opportunity ID in [...]
Features & Improvements Corrected numerous issues preventing the application from functioning correctly with secure (SSL / https) First pass at new user interface! Aurora-1.0 is the beginning a transformation for PlanPlus Online, the first of many iterations on improving the design and Redesign PlanPlus Online registration / trial Removed requirement for a credit card on [...]
Welcome to another great release to improve your PlanPlus Online experience! We have been busy at work providing the best service to continually make our app better! We’d like you to note that our Feature/Enhancements section keeps getting better with each release. Here at PlanPlus Online we are very please with how stable our platform [...]
It's an exciting time over here at PlanPlus Online. We want to bring you another update on what we've been doing to keep making your experience with us better. We've done a number of new features and enhancements to make PlanPlus Online the best custom CRM on the market. We strive to make our customers [...]
We are still plugging away over here at PlanPlus Online and the product team has done it again in bringing us another fabulous update. We released 158 on August 25,2015. We wanted to tell you some of our newest items as well as what we’ve done to keep PlanPlus Online experience an enjoyable time. In [...]
Our product team has been hard at work again. We sent out our release on August 5, 2015. We wanted to tell you all the awesome highlights that we have been doing to continue making the #1 customizable CRM that aligns productivity with purpose. This round we had over 60 items that were addressed, fixed [...]
