Product Enhancements – Release Notes September 2025
(Last Released: September 18, 2025)
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September 18 Release Notes – PlanPlus Online – Version 5.62
Product Enhancements
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Vision Board – Smarter Value Management:
â—‹ Rename functionality implemented – quickly update your values without leaving the page.
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Task Detail – Better Organization:
â—‹ Tasks now feature a Category field for smarter organization.
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User Interface & User Experience:
â—‹ Removed distracting green highlights from forms. -
Task-to-Calendar Conversion – Category Preserved:
â—‹ When a task is dragged from the task list into the calendar and converted into an appointment, its category is now retained automatically.
Bug Fixes
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Demo Request: Fixed “Domain Not Claimed” error when requesting a demo on planplusonline.com.
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Contacts: Disabled the auto-generated contact number field.
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Subscription: Corrected Support hyperlinks during cancellation to properly redirect to the Support page
September 03 Release Notes – PlanPlus Online – Version 5.61
Fixes & Improvements
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Appointment Notes – Upload Failures Resolved
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Fixed an issue where uploads failed for certain files with specific names. All files in appointment notes should now upload successfully without errors.
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Lead Notes – Correct Created Time
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Corrected an issue where the created time for lead notes was showing incorrectly. The created time now displays accurately.
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Weekly Planning – Role Tasks Visibility Restored
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Fixed an issue where tasks created under a Role in Weekly Planning were not appearing under the same Role on the homepage. Tasks now display consistently across both views.
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