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

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