Release Notes

New Functionality

• Added the ability to clone rules to aid with the creation of multiple similar rules.

Usability Improvements

• When merging records, all fields that contain different non-blank...

Release Notes, Data Quality Helper

Performance and Usability Improvements

• “Import/Export File Types,” new custom setting, allows users to set Document or File for exporting/importing project templates.
• Replaced Task Gantt on the ...

Milestones PM+, Release Notes

New Functionality

• We added the ability to create criteria based matching Lookup Helper Settings. These settings greatly expand the flexibility of Lookup Helper. When criteria based matching is...

Lookup Helper

Performance and Usability Improvements

• Select multiple teams when searching resources on Resource Management tab.
• Added filters to Print Gantt page.
• Project, Milestone, Task page layouts updated...

Milestones PM+, Release Notes

Usability Improvements

• Added the ability to enable real-time on fields used in parent/child filters.
• Added the ability to populate the middle name field when creating Contact category records.
• Added...

Lookup Helper

New Features

• Email Template LWC for Milestone and Task page layouts.

Performance and Usability Improvements

• Print Gantt page: hide Milestones and interface updates.
• Status LWC can now be added to...

Milestones PM+, 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