Product Enhancements – Release Notes November 2022

Product Enhancements – Release Notes November 2022

We are happy to announce some new enhancements & fixes:
(Last Released: November 22, 2022)
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Release Notes – PlanPlus Online – Versions 5.28.12

Bug Fixes

  • Sort by field not maintained between result pages for related contacts on Organization record
  • Tasks reporting non-visible notes

Release Notes – PlanPlus Online – Versions 5.28.11

Product Improvements

  • Added category to search results when looking up a linked customer
  • Added link back to lead from converted leads
  • Allow swapping order of zip and state for contact address information
  • When entering a note on tasks, in there is no text the user will bet a reminder that the note is empty

Bug Fixes

  • Add file limit label to task notes
  • Unable to search by notes that have tags
  • Bookmarks not consistent in order
  • ozLOVViewDefSel still displays inactive items
  • Custom view on home page missing “display all“ option

Release Notes – PlanPlus Online – Versions 5.28.10

Product Improvements

  • Add year to task notes
  • Add ability to drag a scheduled task back to the unscheduled task list in weekly planning
  • Adjust weekly planning help tip
  • Add org snapshot
  • Fixed  “all phones” in email merge fields to use commas instead of <BR> between entries

Bug Fixes

  • Fixed issue to relate roles and goals on appointment contact
  • Fixed notes report returning URL encoded values \(%20, etc\)
  • Advanced Search – Calendar repeating appointments not showing in search
  • Server notification appears if search is opened and closed
2022-11-22T07:04:47+00:00