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 […]
Features & Improvements Corrected numerous issues preventing the application from functioning correctly with secure (SSL / https) First pass at new user interface! Aurora-1.0 is the beginning a transformation for PlanPlus Online, the first of many iterations on improving the design and Redesign PlanPlus Online registration / trial Removed requirement for a credit card on [...]
