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

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