Product Enhancements – Release Notes May 2025
We are happy to announce some new enhancements & fixes:
(Last Released: May 27th, 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: May 27th, 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.
May 20th Release Notes – PlanPlus Online – Version 5.51
Product Enhancements
- Improved Appointment Visibility:
- Now displays the full title of appointments when the checkbox functionality is not in use, making it easier to review details at a glance.
- Optimized Recurrence Management:
- Recurring items are now permanently deleted from the database (instead of being marked inactive), ensuring cleaner data and faster system performance.
May 15th Release Notes – PlanPlus Online – Version 5.50
Product Enhancements
- Task & Appointment Workflow Improvements:
- Tasks are now automatically marked complete when a linked calendar appointment is marked complete—and vice versa.
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Enhanced Estimated Time field in task details.
- Data & Tracking Enhancements:
- Enabled full support for all UTM tracking codes for better marketing attribution.
- Reporting Upgrades:
- Expanded the “Period Type” dropdown in the report builder to include all options from “Job Completion Date.”
- Added “Process Assigned” to the Customize Columns menu in report views.
- Added new functionality to report on opportunities based on their connected organization or contact.
- Tasks are now automatically marked complete when a linked calendar appointment is marked complete—and vice versa.
Bug Fixes
- Fixed an issue allowing users to create duplicate tags when adding tags to a note.
