Release notes to the version 1.160.x in pictures

Owned by Anna Madajova
Last updated: Feb 03, 2022

Release notes 1.160.16-19


AreaSummary

1.

Common
  • new Added Closeplan PDF Export for entire Closeplan which includes all ClosePlan modules and with Opportunity detail based on page layout 

     

  • Closeplan PDF Export: Added support for Feed Page Layout types
  • Closeplan PDF Export: Added ability to override record's current page layout with custom layout
  • Closeplan PDF Export: Fixed problem with long words (urls) which could push content off visible area using soft-hyphening 
  • Fixed potential UNABLE_TO_LOCK_ROW error when syncing Opportunity name with Closeplan Name

2.


Relationships
  • Fixed image export stretches when only few nodes were present on the map
  • Fixed export for Opportunities without Account
  • Fixed image positioning while exporting to prevent off screen parts
  • Removed margins from exported image
  • important Added ability to prepopulate Account field when creating Contact from within ClosePlan based on current context

    

  • Changed behavior to be able to automatically use master Record type and create Contact in case where Record Types are defined for Contact object but running user's profile have no Record Types available,

3.

Template: Scorecard
  • Fixed score recalculation when question answer was removed from question
4.Template: Playbook
  • new Added ability to work with Dependent fields when defining Opportunity Fields for Event

     

Release notes 1.186

Release date: 2020-07-09




1.


Admin: Relationships

  • Ability to set Custom letter as Stakeholder Attribute name abbreviation

     

     Result:

   

  • Ability to select which social field will be visible in card/detail

   

   Result:

   

  • Ability to rename module labels

   

   Result:

   

  • Ability to create/update Additional Permission Set with all required permissions on single click. Available in User Manager

   

  • User Manager moved to top level navigation menu

   


2. 


Playbook
  • Increased max Opportunity fields count to 30

    

  • Card attribute flags changed from circle to square with increased font-size

    


3.


Relationships

  • Added ability to colorize mapper cards

   

  •  Added ability to inline edit card attributes

   

  • Added extended card Coverage list when Coverage flag clicked

   



Release notes 1.180.x

Release date: 2020-06-09


AreaSummary

1.

ClosePlan Overview
  • Added ability to manually recalculate ClosePlan permissions from ClosePlan Opportunity Overview widget

     

2.

Relationships

Organigram





























Relationships Map

  • Organigram: Performance boost, simplification and behavioral changes

     

     

     

  • Added support for Profile Photos export while exporting maps. By default disabled and can be enabled in export options.

     

Release notes 1.179

Release date: 2020-05-12



AreaSummary

1.


Lightning App Builder












  • Added ability to hide overview and select default tab in ClosePlan Tabbed view using page builder attributes (Lightning Only)

     

  • Added new Single/Dual Date Picker Input/Output component

     

2.

Playbook

Template

  • Added ability to add help text to checklist items from the template.

     

      Result:

     

Release notes 1.170

Release date: 2020-04-24


AreaSummary

1.

ClosePlan Admin Environment

  • 1. Bi-Directional Opportunity Contact Role Sync with ClosePlan Stakeholders.

  • 2. Added feature which can help you to prevent creating multiple Opportunity Contact Roles related to single Contact.

2.


Opportunity Object Fields

  • Added Last Opp Update Date field to the Opportunity Object. It holds the last update timestamp which is updated everytime ClosePlan writes to opportunity based on user action, such as Opportunity Field update from Events or Scorecard, or data sync.

    • Add the field to the desired opportunity page layout to see the field on the Opportunity Details tab or to the report. 

3.

Translation Language Settings

Custom Labels

  • Added ability to rename ClosePlan Tab Labels through Translation workbench and Custom Labels

     


4.

Opportunity

ClosePlan Overview

  • Added Deal Snapshots which allows to capture ClosePlan historical state with majority of related data

    

5.

Playbook


  • New Playbook view and functionality:

  • New layout for Playbook List and Kanban view

Table view:

Kanban view: 

  • Added Mutual Plan functionality. Note: Driven by template configuration.

Template configuration:


  • Added ability to track Contacts associated with the Events. Note: Driven by template configuration.
    • Open an event and add people.

           

           Result in table view:

          

          Template Configuration: 

          


  • Event Detail: added Help and Job Aids tab (displayed if content defined in the template). 

    • Files are not deployed to event files anymore. They are served from Help & Job aids instead.

       Table view:

      

      Event details:

      

  • Added additional Statuses for playbook Events (On Hold, Canceled. Not Applicable). Note: administrative action required for version upgrades

      

6.

Playbook

ClosePlan Object fields

  • Tracking current stage progress (Applies to templates with enabled Staging)

    • add these fields to the opportunity layout or report to see data

           

7.

Relationships Map

  •   Added ability to import Maps from different accounts

       

  • Added ability to import Map as a group into existing map

    

    


8.

Template Playbook

  • Ability to define help in rich-text format for tempted Events. Along with files, help text forms content for new Help & Job Aids tab in ClosePlan Event detail.

     

  • Added header overview

     

  • Event Files: Ability to add file description after file created