AccountPlan
AccountPlan release notes
A change to the way that tasks and events are added. It improves the user experience so they are returned to the page they were on rather than being diverte...
Tue, 15 Feb, 2022 at 12:16 PM
An update for Accountplan to fix customer identified bugs since Winter 22 deployment. In addition new capabilities to filter activities and see goal pro...
Thu, 20 Jan, 2022 at 9:34 AM
A release containing bug fixes only. No new capability. Bugs created by Winter 22 release. This will only install once you have moved to Winter...
Fri, 29 Oct, 2021 at 11:25 AM
This release has an updated SWOT, Goals and Activity page content. Plus some bug fixes
Wed, 1 Sep, 2021 at 4:39 PM
Newly added contracts section plus bug fixes.
Mon, 19 Jul, 2021 at 2:34 PM
Release notes for package version 1.48/1.49/1.50/1.51 Some significant structural changes pages in the customer section, the addition of a financials se...
Mon, 19 Jul, 2021 at 2:34 PM
Bug fix for cloning issues identified by some customers.
Mon, 19 Jul, 2021 at 2:35 PM
Release notes for the change to AccountPlan in version 1.44. The main changes are 1. Timeline is now available 2. Selective page visibili...
Mon, 19 Jul, 2021 at 2:35 PM
August 30th 2019. Fixes for Contact sync and lightning user link for user guide
Mon, 19 Jul, 2021 at 2:35 PM