51 results found
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More frequent 'sync' (than 1 hr) OR button to 'sync' on demand
1hr is to long to be out of sync with Exchange/Outlook365/Gmail. I understand that creates additional load, but how about every 15 min? Also as maybe even a better alternative, a button to 'sync' on demand - that way you wouldn't increase load significantly, and people could use it only as needed.
4 votes -
Auto-scroll when dragging tasks around
I need an easy way to drag a B42 task to A9 (I literally have around 94 tasks at all times). I have to drag it up 15 spaces and drop it then do that several more times.
1 vote -
Allow us to pick which gmail calendar for an item to sync to
Many of us sync work and personal calendars with PP. It would be great to be able to enter a calendar item into PP (mobile and/or desktop) and then select which calendar to sync to so that it appears on the correct calendar within gmail.
4 votes -
Change time grid lines to 15-minute increments on, both, the web app and the mobile app.
Change time gridlines to 15-minute increments on, both, the web app and the mobile app so that all appointments do not visually overlap when the time of the appointments are not overlapping.
10 votes -
2 votes
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Needs to be more like original paper planner
In the old days in Franklin School we were taught to use the daily notices to jot down everything while on the phone. Confirmation numbers, tracking numbers, etc. It was important stuff and took up half the open pages. The software makes this impossible to do. Its is buried and hard to use. There are many of use that dont use the calendar much so having a calendar that takes up 70% of the page us useless. I just need to check upcoming appointments. My day revolves around tasks and daily notes.
12 votes -
Better Visuals for Opportunity Sales Stage
Create a better UI for the opportunities page. Zoho and Pipedrive have it setup where each step of the sales process is a column and you can drag and drop opportunities to move them along the sales stage. This visual is also easier to see what you have to work on and what is important.
2 votes -
Display Notes on Home Page with Task list and Calendar
Have a column for notes, one for tasks, and one for calendar
10 votes -
Fix coding for moving tasks on the daily list
This feature used to work, but now when I try to drag appointments up and down, they don’t end up where the line shows they will be. For example, I have to remember that I need to move them up two places ahead of where I want them to be in order to get them to the correct spot. It could be this only happens on the Chrome browser and doesn’t come up on any of the others, but a lot of people use Chrome.
Thanks.
7 votes -
Color Code tasks based on priority or role
I would like to be able to color code my tasks based on role
10 votes -
Restore the note indicator to the task list
In an earlier version, when you added a note to a task, a symbol was added next to the task on the list. It was a real time saver, but somehow it got eliminated.
If most users are like me, most tasks don’t have notes. So you can look at the list, see the task, do it and then check it off.
But a few tasks have important notes, and I want to make sure to read those notes before I begin the task. In the previous version, I could tell which tasks I needed to open to read my…
7 votes -
Change the "linked date" of a daily note
I want to be able to create a note and then associate it with a date in the future so I don't forget the information on that date.
6 votes -
"Offline" Mode or quicker interactions
Since everything is web based we have to wait for the browser to update with every click. It could be much quicker if the user interface reacted instantly to user input and then synced with the server behind the scenes. For instance when moving tasks around it takes time for the task to update and then move itself. If it could be dragged and dropped instantly and sync on the back-end with the server that would be much quicker. Also if it was possible to have an offline mode where everything was done and saved locally and then it was…
4 votes -
Is there a way to get the search function to perform better?
Is there a way to get the search function better?
Before, there was a static field you could immediately type in and click ‘return’, this would bring up results. To re-search the fields were already there.
Now, the field is hidden, you you have click the magnifying glass, type in the search term, select the drop down, and then click the search. To re-search you have to start at the beginning.
Needless to say this is much more cumbersome, the entire team would like to revert to how it was before.
Also, if it could combine searching in "Organization" +…4 votes -
Date system MM/DD/YYYY
The US date system MM/DD/YYY totally messed-up our planning and communication within the firm (3/10 being 10 March instead of 3 October). I had to stop using Plan Plus. Can the DD/MM/YYYY system be adopted as an option throughout Plan Plus please? Thank you.
3 votes -
Restore the alphabet that made it easier to find a contact
Earlier iterations contained a horizontal alphabet at the top of the contacts page. It looked like this:
ABCDEFGHIJKLMNOPQRSTUVWXYZ
with a bit of space between the letters.
When you clicked on a letter, it brought you right to the contacts under that letter.
This was replaced by requiring three steps:
- Move the mouse pointer to the “Everyone A to Z” box and click on the drop-down arrow.
- Scroll down the drop-down list until you find your letter.
- Click on a letter to bring up the contacts under that letter.
Why not put the alphabet line back under that box and give…
3 votes -
3 votes
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In opportunties automatically "relate to" the contact and their organization for who is put into the "Customer" field
When putting a contact in the "Customer (Updatable)" field, it would be nice if the opportunity automatically "related" itself to the contact and their opportunity.
2 votes -
iphone reminder to task
Use to use system for tasks (todoist). Was able to enter a siri reminder ("siri remind me to...". I then used workflow to run program (reminders to todoist) to pull siri reminders into new task on todoist. Loved that option. Able to rapid fire list of tasks to siri in car over voice and run worklow to then see all in todoist.
3 votes -
All on one page
Have a paged based on your computer/app where it links into email from your email account, contacts, task manager, and calendar. Similar to PP for outlook
2 votes
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