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

New Features

• Added new complete buttons that may be used in the Classic experience for the Task and Milestone objects
• Added a new custom setting to disable the sync from the Milestones PM+ Task...

Milestones PM+, Release Notes

New Functionality:

• Added a new page to allow users to manage all of their schedules in one place.
• Added a new setting to allow users to choose how Rollup Helper handles a parent record failing to...

Rollup Helper, Release Notes

New Functionality

• Added a new prioritization method called Value Scoring, which can be selected from the vertical tab on the left. 
  • Utilizes formula fields and focuses on prioritizing a large amount...

Release Notes, Prioritization Helper