Product Enhancements – Release Notes November 2022
We are happy to announce some new enhancements & fixes:
(Last Released: November 22, 2022)
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(Last Released: November 22, 2022)
Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to refresh the cache.
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