PlanPlus Online Release Notes: PlanPlus Online is proud to announce the following for release version 2.25.4 on March 28, 2019. Enhancements 1. We have dramatically enhanced the Goals section. Goals now include the following attributes: Goal Name Role Goal Health Goal statement Goal Confidence Goal Duration History Linked Goals Notes Goal Steps Start & Due [...]
PlanPlus Online is proud to announce the following for release version 2.25.0 on February 27, 2019. Product Feature Enhancements Added Goal Reports to weekly planning You can run reports on how you and your team are progressing on public goals. Private goals will not show up in these reports. You can select Goals due this [...]
PlanPlus Online is proud to announce the following for release version 2.25.0 on February 15, 2019. Product Feature Enhancements In the “Find My Why” tool, we added the ability to save your progress partway through the builder in order to return to finish it later. Take your time and create a why statement that really [...]
PlanPlus Online is proud to announce the following new features, improvements, and fixes: Features Added support for date separated custom field type in Create pages for Contacts, Organizations, Opportunities and Leads Added direct Email Center support for email addresses in lead summary and lead detail pages Added threaded email support in BCC email feature Added [...]
PlanPlus Online is proud to announce the following new features, improvements, and fixes: New features and improvements Added feature where changes to a note in the note popup window will auto-save Added feature where multiple BCC to note email accounts can be configured in the Email Center Added ability in BCC to Note feature where [...]
October 10, 2017 Improvements / New Features New search feature that suggests results as you type. Refined search results page grouping all matches by record type on one convenient page. Gauge/goal-tracking dashboard widget completed. Refined workflow for building both trend and gauge dashboard widget. Added option to make a dashboard public OR private. Added User [...]
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 [...]
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 [...]
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 [...]
