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 Contact process tab
- Improved some validations for data inputs
- Numerous Interface improvements
- Fixed: Project notes display overlap issue
- Import entity fields
- Fixed: Call results report results data
- Added option for Godaddy emails in Email Center
- Added cell background colors on view/ report create pages
- Added direct access to edit any view from summary page
- Improved search option for y/n checkbox fields to search for is not checked
- Lead Report builder: fixed missing saved snapshot option
- Background workflow engine: added option for Leads
- Improved importing of larger files
(release 184)
Release Notes PlanPlus Online Vector v2.0.7
Release Date: March 6, 2017
- Added: SmartMatch – Allows Opportunity & contact records to find matching records based on custom field criteria
- Fixed: Automated emails not sending in Contact Processes in some accounts.
- Numerous Interface changes/improvements
- Fixed: Contact entity relationships displaying after contact record is deleted
- Fixed: Import history not showing Type for some records
- Template images display in a-z
- Improved error validation and notices on Import exceptions
- Organization Forms: added Lead Source & Lead Source detail fields
- Task Tab, Summary view, sort by Priority is default
- Fixed: Contact Email Template Merge Field Lead Source and Lead Source Detail
- Added validation on Outbound Form Post
- Added merge codes for Contact & Organization Email Templates
(release 183)
