The gap between setting a goal and achieving a goal has now been closed with a recent update on the Planning tab of your PlanPlus Online account! We’ve all set goals or made resolutions only to see, over time, that we eventually lose traction on achieving the goal. It’s disappointing, isn’t it? We lose confidence [...]
PlanPlus Online is proud to announce the following for release version 2.25.0 on February 27, 2019. Product Feature Enhancements Added Goal Reports to weekly planning You can run reports on how you and your team are progressing on public goals. Private goals will not show up in these reports. You can select Goals due this [...]
PlanPlus Online is proud to announce the following for release version 2.25.0 on February 15, 2019. Product Feature Enhancements In the “Find My Why” tool, we added the ability to save your progress partway through the builder in order to return to finish it later. Take your time and create a why statement that really [...]
Purpose and planning as it should be The new PlanPlus Online personal planning and organizing experience is designed to take you on the journey from the vague to the specific. From the vague ideas in your head to a specific action. From a dream in your heart to the specific action to be done at the [...]
October 10, 2017 Improvements / New Features New search feature that suggests results as you type. Refined search results page grouping all matches by record type on one convenient page. Gauge/goal-tracking dashboard widget completed. Refined workflow for building both trend and gauge dashboard widget. Added option to make a dashboard public OR private. Added User [...]
Improvements Opportunity entity fields brought up to parity with contact entity fields: added display feature for phone number and email address Added team lead field to edit lead page layout Added feature to allow users to create new dashboard based on user group data sets in addition to individual users Removed feature to customize task [...]
To make logging in to your PlanPlus Online account from your desktop fast and easy, you can create an auto login shortcut. Click on the Settings icon in the top right corner of your PlanPlus Online account homepage, and choose Preferences. Click on Setup Wizard from [...]
Release Notes PlanPlus Online Vector 2.1.4 Release Date: April 27,2017 Improved drag & drop to mini calendar- added drag target indicator Mini calendar- added indicator for current day Fixed: current date indicator timezone issue Fixed: required fields not working in some field groups New u/i in Contact Process tab Fixed: display field groups in [...]
We celebrated the New Year by launching PlanPlus Vector 1.0. Vector helps you define the most important aspects of your life—and gives the framework to march down the path of productivity. To us, 2017 is all about focus and direction, and with PlanPlus Vector, we’ll help you stay focused on your goals and moving in [...]
Release Notes PlanPlus Online Vector 1.2.0 Release Date: Jan 18, 2017 Fixed: Task titles truncating on printed page Fixed: Appointments created from case not adding login user as attendee Fixed: Issue causing attendees to be duplicated in some situations Fixed: Browser issue affecting create new Opportunity button Fixed: Multi-Context field groups now import with XML [...]
Release Notes PlanPlus Online Aurora 2.4.0 Release Date: Dec 21, 2016 APIs: updated endpoints for Organization (List, Create, Update, Delete) Added: Auto create quote on New opportunity Added: Option to change address on Quote/Order Fixed: Export Opportunity Report - by Period Type Add: Monitoring to CLX API calls Added: Organization Quote tab Grant Access to [...]
A vector is something that has a specific direction and magnitude. This struck a chord with us: Our goal is to help people to define the most important aspects of their life and then provide them with a framework to march down the path of productivity. That’s why we developed PlanPlus Vector! PlanPlus Vector upgrades [...]
