A Brand new look for PlanPlus Online

If you are already a PlanPlus Online subscriber you will notice a number of new features and one of the most significant updates yet. If it has been a while since you tried PlanPlus Online, come take another look.

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All new design

• New User Interface
• More intuitive navigation
• Multi-user-single column view on calendar tab**
• Territory engine feature for leads
• Salesforce migration & files import now available (PS)

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Mobile app improvements

• Leads on mobile
• Daily Notes

New Reports

• Duration & Count by Appointment Category
• Leads Converted to Opportunities by User

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Updates

• • Task detail page UI changes
  • Appointment detail page UI changes
  • New UI Menu
  • New UI for contact summary page
  • New UI for organization summary page
  • New UI for lead summary page
  • New UI for contact detail page
  • New UI for organization detail page
  • New UI for lead detail page
  • New UI for project summary page
  • Project view changes
  • Google task sync feature
  • Territory engine feature for leads
  • New Action sheet UI changes**
  • Email to lead parser for tiger
  • Email to lead parser for Zillow
  • Email to lead parser for ebay
  • Email to lead parser for Realtor.com
  • Added proquest email parsing support
  • Support process steps with “days before” requirements
  • Attaching territory engine in advanced search. Allows territory engine to re-run.
  • Custom Object fields search feature
  • Sales force files import feature (Available via Pro Services Only)**
  • REST interfaces for Tasks (Exchange sync)
  • New Web services for England needs
  • Multi-user-single column view on calendar tab**
  • HTML Color pickers in the app in additional to Hex code
  • Add color to all day events on PDF view
  • Mobile browser app task home will show projects and opportunity tasks
    Lead on mobile
  • Secure method to retrieve passwords
  • Added feature to create appointment from Web forms
  • Record email back to contacts in CC and BCC fields
  • In projects provided feature to view only open tasks
  • Project summary – Separation of open vs closed projects
  • Add Team lead import feature to CSV imports
  • Added Time sheets to all PPOL modules
  • More filtering features to SOS request call notes report(?)
  • Add additional fields to lead reports
  • Mobile leads — Add note, task and appointment feature
  • Added Bing maps next to Mapquest
  • Calendar report shows time duration (*)
  • Shared calendars show All day appointments of other users
  • Option to delete tasks from Activities Tab
  • Report on custom objects (not ready)
  • Mobile enhancements
  • Lead report will show number of converted leads by Rep (*)
  • Field group add button to make it easy to use
  • List view: All headers should be sortable
  • Drag and drop functionality for project tasks and opportunity tasks on home page

Various Bug Fixes:
-Spanish Import not recognizing special characters