Release Notes

New Functionality:

• Added the ability to create grandchild rollups. This is available only for premium orgs only.
• Added the ability to change the active status of multiple rollups by selecting them...

Rollup Helper

Bug Fixes

• Fixed an issue where records of a certain object type would sometimes not be able to be created when the object type was the child object in a Lookup Helper Setting and the setting’s...

Lookup Helper, Release Notes

Usability Improvements

• Created a Schedule Management page to provide an editable view of all Lookup Helper Scheduled Settings.

• Added the ability to set a default value for the overwrite and blank...

Lookup Helper, Release Notes

Performance and Usability Improvements

• “Edit Template” button is now a premium feature.
• Gantt chart LWC and VF page available for Opportunity and Account page layouts.
• Getting Started tab updates.
• ...

Milestones PM+, Release Notes

New Features

• Portfolio expands Program capabilities by allowing Projects to relate to multiple Portfolios. To create one, go to the Portfolio tab or add the “Project Portfolio” related list to the...

Milestones PM+, Release Notes

New Functionality:

• Added the ability to rollup to URL type target fields.
• Added the ability to use cross-object sorts in filters.
• Added ‘NOW’ as an option for datetime filter conditions.

• Added the...

Rollup Helper

Usability Improvements

• Added the ability to run all active Lookup Helper Settings via a button on the All Settings page.
• Added the ability to edit Lookup Helper App Settings from the All Settings...

Lookup Helper