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

Bug Fixes

• Fixed an issue where users were unable to enable Create Category Records on a setting after removing a parent filter during the same edit.
• Fixed a cosmetic issue where some UI text on the...

Lookup Helper, Release Notes

New Features

• Custom Settings
  • “Auto Resource Team Assignment.” When a Task has an assigned team, all Resources of that team will be assigned to the Task.
  • “Maximum Number Of Tasks Per Project” sets a...

Milestones PM+, Release Notes