Release Notes 157: PlanPlus Online gets even better!

Our product team has been hard at work again. We sent out our release on August 5, 2015. We wanted to tell you all the awesome highlights that we have been doing to continue making the #1 customizable CRM that aligns productivity with purpose. This round we had over 60 items that were addressed, fixed or changed ever so slightly to make your experience with our application pleasing. Here’s a some items we are very ecstatic to tell you about.

  • New PlanPlus Online to Outlook Connector v3.0.  This Windows Outlook add-in product now supports that transfer of email attachments.  (see more)
  • Zip Code (US Only)  Proximity search for Contacts/ Organizations advanced search
    • You can now search your PlanPlus records based on their location!  Just give us the starting point and we’ll search within a radius to get you the results you need!
  • Zip Code (US Only) Proximity search in Custom Search page- Allows you to search records based on their proximity to a certain zip code. 

  • Speed Improvements:
    • iCal feed improvements. Now faster!
    • Improved Speed: Reduced Homepage load time. Reduced 50% over past 6 months!
    • Improved load time of Campaigns field on Contact details page
    • Improved speed of numerous mobile pages
  • Fixed a Google Contacts sync error
  • Marketing Lists: now able to delete contacts from list
  • Added sorting by custom date fields in Opportunity views
  • Select owner for Drip Campaign
  • Export references on Custom Report Builder
  • Infrastructure work for Integration with Zapier (full integration coming soon)
  • Added Video for BCC Email to Note Integration Features
  • Fixed BCC Duplication Issue
  • Fixed Contact edit form
  • Added mobile task name wrapping
  • Project Task Budget feature
  • Fixed Case Status field showing color code html on export
  • Fixed issue while Editing mission statement
  • Fixed issue changing master tasks in mobile app

And here are a few things that were released in recent weeks but are still pretty big news:

  • BCC Note Attach Feature:  Allows integration of any email client (including smartphones) for attaching email communication history to Contact notes.
  • Duplicate check on Import by Phone Number for Contacts
  • Stabilization Initiative: Improved uptime & availability!

Here are some things that we are working on for upcoming releases:

  • Zapier Integration
  • Enhancements to Google Contact Sync Phone label mapping