New Features and Enhancements for PlanPlus Online
Google Sync - You can now sync your PlanPlus Online account to Google Calendar. This new release works with both regular gmail accounts as well as the Google Apps accounts. If you use iCal, iPad, iPhone, or Android this is a great way to get your PlanPlus calendar data synced with those other devices via Google's sync with those formats.
Change Week Start Day - Now select from a Saturday, Sunday, OR Monday start day for your 7 day view in your weekly calendar. This has been a big request for both international customers as well as those who want to plan their weekends with Saturday and Sunday next to each other rather than each end of the week.
Mobile Android Task App Support - We recently released PlanPlus Tasks as an application that can be used on Android or in connection with your existing PlanPlus Online account. This mobile task app allows you to have offline editing of your task list. *PlanPlus Tasks requires a separate purchase.
vCal Support - You can now send and receive standard vCal appointment requests with PlanPlusOnline. This makes it even easier to schedule appointments with people using other calendar systems and makes it convenient to accept an appointment request.
Project Module Enhancements - As part of ongoing enhancements to this module, we have added the ability to customize the project summary and project details page columns, including adding type and status display options to summary view. We also improved the way project comments are displayed inside of a project.
Numerous Performance Enhancements - We have improved or optimized over 70 additional tiny fixes that make PlanPlus function even better.
Quick Action Sheets for Contacts and Organizations - Define a set of tasks, appointments, reminders and calls that can be created with a single click for the contact (or organization) of interest.
Display Primary Organization in the Contact's Details - A contact may be associated with numerous organizations, but only one may be considered the primary organization. Now we can display that primary organization within the contact detail.
Customer to Opportunity Field Transfer - If you wish to pass a field value from your customer to their associated opportunity, now you can setup a rule that will take the customer field value (e.g. category or some status field) and push it to the opportunity that is created. This is a great asset for tracking opportunity sourcing and ROI.
We are eager to listen to our customers and provide ongoing feature enhancements that meet your needs. If you have suggestions, we have created a new forum for you to share your thoughts with us. Log in to your account, click Help & Training in the upper right-hand corner, on the left side of the screen you will see a box for "Vote & Suggest". Here you will find over 80 ideas that have been shared by customers, and you can add your votes to theirs to prioritize these features. Our development team is taking feature requests directly from the top of this list.
Comments
Hi Kennethi. Thank you for your comment. PlanPlus Online does integrate with Microsoft Exchange. Please look for the email I sent you. We'll get the instructions to you, upon your reply. Thank you!
I have been a paper system user since we were just Franklin Quest. One thing I really valued was the ability to look back and assess the number of times I planned forward a task or deleted a task. Is there a way to do that online or are they erased as they are changed?
Hi, Mike. Thank you for your comments. You have a number of options available to you, relating to Tasks in PlanPlus Online. You can view your Tasks by Priority, Due Dates - including Today, Next 7 Days and Past Due. You can view by Task Type. You can view by All Open Tasks, All Closed Tasks, or All Tasks. You do have an option to Delete Tasks, but you can't view them after your Delete them. There are numerous filters. Would you care to join us for one of our daily Q&A Webinars? Register at http://www.PlanPlusOnline.com/webinars.
I forgot to mention...Great job on the system updates. Keep up the good work.
Does PlanPlus Online allow you to drag and drop an email or calendar item from your browser to your folder system to save the message in your files with a .msg file extention?
Hi Sue. I'd like to invite you to attend one of our daily Questions & Answers Webinars so you can see how PlanPlus Online can help make your life more organized and productive. Register at http://www.PlanPlusOnline.com/webinars.
In response to your question, PlanPlus Online has drag & drop functionality for Tasks & Appointments. The Email Center has great features, too. You can turn emails into Tasks, Calendar Appointments and more. You attach your emails to Organizations, Contacts and more. With our Email Connector, you get even more functionality! You can sync your Outlook with PlanPlus Online. By doing this, you can save those .msg files to your hard drive on your computer.
I'm sure you'll have more questions. Please do register for one or more of our free webinars. We'll be happy do a "show & tell" and to answer ALL of your questions!
Hi, Sean. You can sync Outlook 2010 with PlanPlus Online. More questions? Attend our daily Questions & Answers Webinar! Register at http://www.PlanPlusOnline.com/webinars
Manage your time, achieve your goals, live a balanced life. Attend a free FranklinCovey Software Productivity webinar. Visit http://www.PlanPlusOnline.com/webinars
Thanks for the info on the updates. Do these automatically update or do we need to download an updated file?
Julie, If you are talking about updates to PlanPlus Online, they are automatically updated. In some cases you may need to find the new feature to access it but there is usually a video or help tip on those.
why has connectivity gotten so bad lately? I try to login and it just churns and i get nowhere. Sadly i am way too dependent on this planner to not be able to see if for a day or two. What gives?
We always appreciate feedback ~ Thank you, Liz.
We have implemented 2 additional alert procedures to catch any login issues as they happen and provide a quick response to customers.
1. We have created an additional alert that will provide an extra point of monitoring on all servers.
2. We have added a link on the login page for customers to report any login issues. This will enable quicker escalation and resolution of any login issue you may experience.
We also recommend that you try an alternative PlanPlus Online Login URL:
* Go to http://www.planplusonline02.com/iLogin.jsp
* Go directly to http://www.planplusonline.us/iLogin.jsp (No SSL)
* Go directly to one of the nodes ~ Example: http://www.planplusonline06.com/
* Clear Cache or Close/Open Browser
See if these suggestions help you!
These measures have been put in place to enable us to provide a better level of service to you.
Incidentally, using PlanPlus for Outlook (or Outlook) to sync your data with PlanPlus Online is a terrific option for those that do not have online access to the Internet all the time. You can sync your data by following the instructions at http://www.planplusonline.com/sync ~ Especially nice for those who spend time on planes, or who are frequently in an offline mode.
In addition, you can set up automatic Reminders & Alerts to send your Daily Agenda and A1 Priority Tasks automatically to your email and/or via text to your smart phone each morning (or at whatever time you specify). We have a video tutorial for this on our YouTube Channel here: http://www.youtube.com/watch?v=0dj4aFjORhw ~ it takes just a few seconds to set that up, and it is a really useful feature!
Are you frequently away from your computer, always on the go? You can also access your PlanPlus Online account from your smart phone, anytime, anywhere! Simply point your smart phone's browser to http://www.planplusonline.com/mobile and login as normal!
We hope these suggestions are helpful for you.
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Needs Exchange Integration