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 [...]
Just in time for Planning your 2017. On December 28th we are planning some major changes to PlanPlus Online home page. A whole new look and new improved planning functionality for PlanPlus Online. Watch this brief video to get a peek at some of the changes coming to PlanPlus Online. What is Changing: [...]
Organize yourself and your business with PlanPlus Mobile iPhone app! Use our unique planning methodology to boost your daily productivity. Whether you're a student, parent, spouse, manager, or CEO, PlanPlus Mobile is your Productivity Prescription! With tasks, calendar, notes, and contacts you can easily manage on the go. Download now PlanPlus Mobile includes the full [...]
Release notes for August 15, 2016 Release 2.9.2 Release date: August 15, 2016 We’re pleased to announce the following improvements to PlanPlus Online: You can now display field groups on External Process Update page. Added ability for admins to disallow users to postpone process past due date. Daily agenda emails now can contain overdue process [...]
Release 2.8.7 Release Date: August 05, 2016 When a user changes their PlanPlus Online password, their Cloud Connector will be updated so that it is seamless Can now create relationships between Opportunity Import and Organization Entity fields Close date now available on Opp field groups Fixed Opportunity Process Step report Fixed Contact Monthly report Contact [...]
It’s elementary: For this month only, you can enjoy a full year of PlanPlus Online Essentials for just $25 a month for a family of four, with your paid annual subscription! In a class by itself: You get four licenses to the ultimate family digital organizer! The most effective all-in-one tool for your family: See [...]
Have you ever wanted an instant guide at your side to help you learn new and productive features of your software at the same time you’re using it? (Then, have you ever wished that guide would go away during the parts you already know?) We’ve got the convenient, instant guide you need--there when you need [...]
Release Notes PlanPlus Online Aurora 2.5 (sprint 169.2) Release Date: June 2, 2016 -New & Improved Guided Help Resources - These help resources are now available from a tab on the lower edge of your screen while logged in to your account. There are a combination of videos and guided explainer tutorials to help you [...]
Release Notes PlanPlus Online Aurora 2.4 (170) Release Date: May 11, 2016 We are happy to announce the release of another new update for PlanPlus Online, Aurora 2.4. This update is now available on all production servers and includes the following: Better looking and easier to use: New interface for Home Page New interface [...]
Release Notes 167 Release Date: April 27, 2016 The following features are now available in your account: Homepage speed improvement. Fixed Task Delegation problem Chrome browser. New custom field type: String Table. New custom field type: encryption. Added Custom Field Filters on Organization, Contact, Opportunity Summary pages. Daily Task Reminders: Added B & C Priority [...]
We continue to work on updating and improving the PlanPlus Online experience. Here’s the update of work that was completed in March: Release Notes (165 & 166.1) March 21, 2016 Fixed problem with BCC to note duplication Performance fixes with Outlook & Gmail sync Leads-Leads edit page- after "Updation" system should display text message-"Leads Record [...]
