49 results found
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Create a forum
I need to figure out a way to do some very simple tasks. If they are not simple,then I need to cancel this subscription. I have looked everywhere I can find and no answers. The task is: I created a project and when I add tasks they end up at the bottom. I need to move them around. Online, they just said drag and move as you need, but in reality, they don't move. Very simple, yet I cannot find anyway to do it and it is not very productive for me to sit through an hour long training with…
1 vote -
1 vote
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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 -
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.
3 votes -
Quote upon opening
When I login to my PPOL account, the summary page used to have a quotation of a famous person appearing. Can you please re-instate this?
0 votes -
Improve appointment Reminders by time increments dropdown menu
I want to be able to set appointment reminders by increments of time (minutes, days, and weeks) via a drop down menu (such as 5, 10, 15, 30, 45 minutes, 1, 2, 3, or 4 hours, 1, 2, or days, 1,2 week etc) before my appointment/meetings rather than having to enter a specific date and time for each meeting. It is way more efficient to have a drop down menu that automatically calculates the reminder rather than have to enter a specific date and time for each appointment on calendar.
1 vote -
Status? Does not look good
The uservoice looks like it is dying as several ideas that were in this forum are gone. They are not even shown under "closed". Apparently PlanPlus for Outlook is dead, not listed either and did not receive any news about it. Suggestion for PlanPlus, sorry to say, (it had so much potential): Give it up.
1 vote -
1 vote
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Have the ability to set recurring events with no end date.
Some events for my daily routine are ongoing, and I would like to have the option to select no end date as with my Google calendar.
1 vote -
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 -
"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 -
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 -
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 -
When making changes to the home screen, e.g., the Opportunity Name, before you could simply make the change and click ‘return’. Now you have
When making changes to the home screen, e.g., the Opportunity Name, you used to be able to simply make a change and click ‘return’. Now you have to scroll down and click “Update”. Can we restore the older, quicker method of just hitting "Retun"/"Enter"?
2 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 -
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 -
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 -
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…
6 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 -
A mileage (gps) tracker on the Mobile app (for IRS purposes)
For business professionals, the IRS requires logging mileage for business purposes, so if the Mobile app could track all movement, and alert user to swipe each trip as business or personal, this would be a great addition to the software. Plus, admins could track employees as a dual purpose functionality.
1 vote
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