New account onboarding flow PlanPlus Online introduces an enhanced onboarding flow for new accounts. The new flow guides the user through a few simple steps in order to customize the planner just for them. Verify your time zone. We’d hate to have you in the right place, but unfortunately, [...]
PlanPlus Online is pleased to announce the following enhancements and fixes (Release 2.26.2): Added attendees to our Appointment APIs. Added ability to sort relationships in organizations: Click on the up or down arrow to sort by the selected column: Enhanced condition searches on beta dashboards: This is a beta feature, but it's fantastic if you're [...]
PlanPlus Online Release Notes: PlanPlus Online is proud to announce the following for release version 2.25.4 on March 28, 2019. Enhancements 1. We have dramatically enhanced the Goals section. Goals now include the following attributes: Goal Name Role Goal Health Goal statement Goal Confidence Goal Duration History Linked Goals Notes Goal Steps Start & Due [...]
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 new features, improvements, and fixes: New features and improvements Added feature where changes to a note in the note popup window will auto-save Added feature where multiple BCC to note email accounts can be configured in the Email Center Added ability in BCC to Note feature where [...]
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 [...]
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 [...]
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 [...]
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 [...]
