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 [...]
Release Notes PlanPlus Online Vector 2.1.4 Â 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 [...]
Here’s what was included in our latest product updates… Aurora 2.12.2         Release Date: Sep 20, 2016 Updated: Auto complete City/State for Postal Codes Fixed: Hide delegated tasks Fixed: Call popup from home screen Fixed: Adding note from daily note center Fixed: Display issue with all day appointments [...]
Release Date: July 18, 2016 Improvements with this release: Customizable help tips Ability to trigger 3rd party form post from Process Builder New territory engine rule based on custom database. Allows for easier and faster setup of complex territory engine rules. Added HTML editor to Missions & Values area Improved Flow View on Process Builder [...]
Release Notes PlanPlus Online Aurora 2.4 (170) Â Â 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 [...]
PlanPlus Online is pleased to announce a new software release, which adds additional features and repairs the following issues: Enhancements New Custom Field Type (Picture/Portrait) Added color support for all day appointments Custom development project (report) Add sequence option to field groups No longer allowing apostrophe in account names Quick Search Return opportunity ID in [...]
User Interface User Interface: New Menu Icons Add “Count” to Process Steps overdue report Fix Goal Page U/I issue- not showing all goal steps Various browser compatibility issues Adjust text box on task detail page Task U/I Reference button was cut off in some resolutions Compass & Goal page U/I fix […]
