More new features are coming to PlanPlusOnline! Build 143 (as we lovingly refer to it), has a number of great enhancements and bug fixes that continue to make PlanPlusOnline one of the most comprehensive Online CRMs available. Here are just a few.
Display Time Zones Next to Phone Number and Addresses
Improve your contact ratio and avoid calling people when it is too late or too early.
Display time zone and local time of a contact based on Phone Number
Display time zone and local time of a contact based on Address/Zip Code
Display time zone of the logged in User of the PlanPlus Online
Found on Organization and Contact Detail pages
Social Posting of PlanPlus Online Daily Notes
Save notes in your Daily Notes and post them to your favorite social media.
Enable posting of Daily Notes to LinkedIn, Facebook and Twitter.
Found on Home Page>> Daily Notes
Google Map Integration
Allows for multiple addresses to be shown on a single map. Help you better identify routes for travel or identify Contacts based on proximity.
Display multiple contacts on the Google map based on the contact address
Provide the contact info on the Map
Available for Organization or Contact records
Found on Contacts or Organizations>>Advanced Search; After results display, select>>Show on Map
Enhanced Password and SSL Management
Data security is very important to all of us. This new enhancement makes your data even more secure and ensures that your users keep their passwords fresh.
Stronger Password Policies
Password invalidation policies in an account
Default to Secured Socket Layer access to an account
Found at: Account>> Account Profile>>Account Profile/Manage Account
Zillow Integration
Primarily for Real Estate and Mortgage customers, this feature allows for a direct integration with your Zillow leads.
Official integration with the Zillow Tech Connect program
Zillow leads are routed directly to PlanPlus Online Leads.
Minimal setup required on Zillow in PlanPlus Online. See details
Context Sensitive Field Groups
Want more control over your page layouts? We hear you. This feature allows you to set up the Page Layout Field Groups that change based on the record type.
Select one field on the Page Layout and the values of that field will control the layout format for the selected field group.
Asynchronous page saving allows for partial page refresh and increases the speed of the interactions.
Works with Organization/Contacts/Opportunities Details page layouts.
Found on: details pages (Organization/Contacts/Opportunities) >>Layout >> Manage page layout and field group >> Manage Field Section/Group
REST Services (APIs)
We continue to make it even easier to integrate 3rd party applications with PlanPlus Online. Here are a few of the new REST APIs.
Partner & Account tokens & PlanPlus Account Creation
PlanPlus Account list based on Account name or email address
CREATE, UPDATE, DELETE, RETRIEVE
Roles/Life Areas
Goals
Daily Notes
Notes associated with other object
Tasks – Recurring and Non-Recurring
Appointments – Recurring and Non-Recurring
Contact support or your account manager for more details or instructions for use.
New Registration User Interface & Flow
It is now even easier to sign up for PlanPlusOnline and get your own trial account.
New look & feel
Simplified User Interface
Now easier to sign up for accounts with vertical specific XML customizations.
External Portal Self-Service
It is now even easier to get responses from support and answers to your questions. Your support tickets are now directly linked with your login.
All support tickets are viewable from within the Help link in your account.
Reduces chances of support ticket replies getting lost in spam filters.
Increases the visibility of support tickets.
Find this feature: Click Help & Training in your account.
Merge Duplicate Enhancements
You now have more options when it comes to merging one to many duplicate records.By advance search select the duplicate records and merge all the details from many records to one.
Flexible rules for merging one to many duplicates
By created date vs last update
Merge related information such as contacts, opportunities, tasks, appointments, notes, etc.
Set the Profile setting to turn the feature on for the Account: Account>>Organization/Contacts>>Merge Contact Records
Find this feature: Contacts>>Advanced Search: (do search) , select multiple values, select “Update Values”, then choose options Setup Rules For Merge Contact Records
Territory Engine Update
Business Requirements
Provide ‘Update Value’ feature to territory engine
Update value feature should allow multiple and complex rules for updating the records
The update value feature should work on:
Create – upon creation
Update – as a record is updated
Timer based – every 24 hours
New Reports
Reports are a key feature for managing your CRM Software and your team. Check out these new reports.
Opportunity funnel report
Find it: Opportunity>>View/Reports>>Opportunity Report – By Sales Team. Be sure to select “Sales Stage” as the Group By.
Lead reports by Day, Week & Month
Find it: Lead>> Views/Reports
Opportunity dashboards forecast by Team lead
Find it: Home>>Dashboards>> Dashboard Setup
Daily close report by rep and amount
Find it: Home>>Dashboards>> Dashboard Setup
Additional Enhancements
Mobile UI notes
Software advice lead parsing
Process builder in Opportunity snapshot
Relate projects to cases
Add ‘Last Note Field’ feature
Add Portrait feature to Organization and Opportunities
Enable project delegate feature in Mobile
Contact & Organization snapshots more readable
Send email to Team lead from process steps
Enable customizing product summary pages associated with Quotes
Enable customizing quote layout by adding or removing columns
Enable ‘All Calendar’ view as default view
Enable contacts related to organization from Quick create opportunity feature
Enable opportunity process due date with a range for advance search
Features related to PlanPlus Goals iPad app
These features will be introduced to accounts from May 21 through June 30, 2014. A message will be displayed on your server when the features are added to your account.