Product Enhancements – Release Notes June 2025
We are happy to announce some new enhancements & fixes:
(Last Released: June 24th, 2025)
Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to refresh the cache.
(Last Released: June 24th, 2025)
Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to refresh the cache.
June 24th Release Notes – PlanPlus Online – Version 5.53
Product Enhancements
- Mini Calendar Improvements:
- Task and appointment counts now display on hover, giving you quick insights without extra clicks.
- Admin Tools & Account Setup:
- Added an option in the Admin Panel to complete incomplete account setups and auto-populate missing details.
- UI & Usability Upgrades:
- Simplified new note editor by hiding unnecessary options (Org, Contact, Lead, Opportunity).
- Updated goal options menu on the homepage with improved labels and sequence.
- Moved the category dropdown to the same row as the role on the Weekly Planning page for a cleaner layout.
- Contact & History Logging Enhancements:
- Implemented history logs for the left section of contact detail fields.
Bug Fixes
- Corrected an issue where contact email wasn’t updating in the outbound form.
June 10th Release Notes – PlanPlus Online – Version 5.52
Product Enhancements
- Improved Task & Opportunity Management:
- Added “Lead Source” as a new option in the Group By dropdown in the Leads Weekly Report.
- Enabled support for multiple email setup options in the Sync Connector for both Gmail and Outlook.
- Updated the multi-select icon in the Today’s Tasks section for better usability.
- Contact Field History Tracking:
- Implemented history logs for contact fields, allowing you to track changes more effectively.
