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How can we improve PlanPlus Online?

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51 results found

  1. 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:

    1. Move the mouse pointer to the “Everyone A to Z” box and click on the drop-down arrow.
    2. Scroll down the drop-down list until you find your letter.
    3. 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
    0 comments  ·  Other  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Mobile  ·  Admin →
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  3. Display Notes on Home Page with Task list and Calendar

    Have a column for notes, one for tasks, and one for calendar

    10 votes
    4 comments  ·  Notes  ·  Admin →
    How important is this to you?

  4. 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
    1 comment  ·  Notes  ·  Admin →
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  5. Set Role defaults when I drag a task from Compass to task list

    3 votes
    0 comments  ·  Planning  ·  Admin →
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  6. Color Code tasks based on priority or role

    I would like to be able to color code my tasks based on role

    10 votes
    0 comments  ·  Tasks  ·  Admin →
    How important is this to you?

  7. 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
    5 comments  ·  Notes  ·  Admin →
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  8. 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
    0 comments  ·  Sync/Integration  ·  Admin →
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  9. GPS locations on tasks and calendar appointments

    Option to allow calendar/tasks to have reminders/alarms to be based on GPS. ie arriving or departing at location?
    Google calendar has GPS lookup on location versus Planplus must enter full address.

    2 votes
    0 comments  ·  Calendar  ·  Admin →
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  10. Allow me to set the defualt time related to a Goal or Role activity

    When working with Goal & Roles it would be great to be able to set a default time associated with a specific activity.. right now everything is set to 1 hour and I have to reset the appointments or task to the time it takes

    12 votes
    under review  ·  1 comment  ·  Planning  ·  Admin →
    How important is this to you?

  11. Improve Reminders / pop-up Alerts for Appointments and Tasks

    When I am not in looking at my PlanPlus it would be great to have it popup an alert on my desktop about appointment's , calls, reminders, etc.

    60 votes
    under review  ·  13 comments  ·  Alerts  ·  Admin →
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