13 10, 2016

Release Notes: New Features in PlanPlus Online

Here’s what was included in our latest product updates… Aurora 2.12.2                 Release Date: Sep 20, 2016 Updated: Auto complete City/State for Postal Codes Fixed: Hide delegated tasks Fixed: Call popup from home screen Fixed: Adding note from daily note center Fixed: Display issue with all day appointments [...]

20 07, 2016

Release Notes PlanPlus Online Aurora 2.5 (release 171)

Release Date: July 18, 2016 Improvements with this release: Customizable help tips Ability to trigger 3rd party form post from Process Builder New territory engine rule based on custom database. Allows for easier and faster setup of complex territory engine rules. Added HTML editor to Missions & Values area Improved Flow View on Process Builder [...]

11 05, 2016

Release Notes PlanPlus Online Aurora 2.4 (170)

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 [...]

26 04, 2016

New Features in PlanPlus Online: Release Notes for April 27, 2016

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 [...]

1 04, 2016

March 2016 Release Notes for PlanPlus Online

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 [...]

4 03, 2016

PlanPlus Online Continues to Improve

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 [...]

9 12, 2015

Release Notes for PlanPlus Online Aurora 1.1

User Interface User Interface: New Menu Icons Add “Count” to Process Steps overdue report Fix Goal Page U/I issue- not showing all goal steps Various browser compatibility issues Adjust text box on task detail page Task U/I Reference button was cut off in some resolutions Compass & Goal page U/I fix […]

2 11, 2015

PlanPlus Aurora Release Notes: Version 1.0

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 Planner registrations! Now you can test drive PlanPlus Online with absolutely no commitment Territory Engine is now triggered to run when you import large batches of records, taking the burden off of you for setting up additional rules and logic after the import! Call record now created on click to dial! This helps to automatically track the records history, and let’s you stick to the task at hand…the call! […]