49 results found
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Complete and copy
When I was using the desktop software version of Plan Plus, there was a task option where you could complete a task and "copy" and copy it to another day. This option may be good for tasks that you complete but you need to do the task again but you do not want to have to create a repeating task.
2 votes -
2 votes
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Provide a Index of terms and definitions
Provide definitions for CRM terms, commands, descriptions in Plan Plus, their individual functionality and how to activate them (if not available in your plan).
2 votes -
Unschedule Tasks
Hello it would be great if you can unschedule tasks by selecting them in the list so that you can schedule it again faster from the weekly plan. If I have a tasks of last week undone I have to go one by one. Thank you Eraldo
2 votes -
Sync calendar with multiple Apple calendars
Plan Plus calendar sync will currently only sync with one Apple calendar, but Apple uses multiple calendars as a way to separate business, personal, educational, etc. events. This makes sync of Plan Plus with Apple calendar incomplete. Whole calendars would need to be entered in manually, so Plan Plus becomes worthless for efficiency and coordination. Please create a full sync or workaround to sync multiple Apple calendars with Plan Plus calendar thank you!
2 votes -
secondary Google account sync
It would be great if you could make it so that a secondary Google calendar could be synced to Plan Plus. My client scheduling software for my practice will sync to google calendar, but it would be so helpful if this could sync to Plan Plus. Google provides a special URL for the secondary calendars on a Google account that can theoretically be used for integration into other systems.
2 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 -
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 -
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 -
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 -
Update
When was the last time Plan Plus Online had an Update? It moves REALLY REALLY SLOOOOOW.
1 vote -
i cannot login
i want to login and to sync my planplus with my outlook and gmail account to transfer my emails into tasks,appointments ,contacts or notes
pls contact me on my email eltiganiconsultt@gmail.com1 vote -
Have a search in help section
There is no clear way to search for help topics, create a search function in the help data base. The help is clearly PP weak link.
1 vote -
1 vote
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Provide direct access to goals from the planning tab
It would be helpful to have direct access to goals from the planning tab rather than having to go to the vision board or the weekly planning pages.
1 vote -
Send emails at another date/time
The ability to send an email at a later, specified date or time.
This is to avoid sending emails outside of business hours, etc.
Also to plan message times to accomodate other activities or desired reception time.
1 vote -
Chrome extension - customize opening
I love the idea behind the Chrome extension as a super quick way to add tasks to PPO. I supremely dislike that the only way to turn it on is to have it show up in every new tab. I use my new tabs to open up my catalog of websites (speed dial) and I will not give that quick access up. PLEASE let PPO Chrome extension be opened by clicking the PPO icon on the extension bar. 99% of Chrome extensions function this way. If I can't open it when I want it and not have it override new…
1 vote -
Support Siri to add new tasks
Would be great to be able to add new tasks through Siri on iphone.
1 vote -
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
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