Release Notes

IMPORTANT: Anyone upgrading from a version of Lookup Helper prior to 9.x needs to perform a 2-step upgrade by installing version 8.24.5 first, before installing the 9.x version. To get the...

Lookup Helper, Release Notes

New Functionality

• General
  • Added help page containing videos, admin guide, and links (this new tab will only show up for new installs; for existing installs, go to All Tabs -> Prioritization Helper...

Release Notes, Prioritization Helper

New Functionality:

• Added the ability to assign rollups to list view-like “groups”.
• Added the ability to search for field references across all existing rollups and filters in order to assess the...

Rollup Helper, Release Notes

New Functionality:

• Added a new advanced rollup setting, “Allow Blank Overwrite”. Disabling this setting will prevent Rollup Helper from clearing out fields, but will allow overwrites with actual...

Rollup Helper, Release Notes

New Features

• Added a new Resource Allocation page. You can now search for available resources in a given date range or see the resource allocation for your resources.
• Added the ability to import...

Milestones PM+, Release Notes

Bug Fixes

Lookup Helper, Release Notes

Usability Improvements

• The Lookup Helper Exception Monitor error email now also contains the Salesforce Org ID of the org the error occurred in.
• Added the ability to export and import Lookup Helper...

Lookup Helper, Release Notes