May 2022 Updates
The following updates were made recently: Users On your main users page, you can now see a green icon if the user is currently logged into PlanMan, and an orange icon if there were logged…
April 2022 Updates – Extra
The following updates were made recently: Call Logs Bug fix – When adding a call log, the default time selected in the popup was an hour out due to BST (British Summer Time). Quotes When…
April 2022 Updates
The following updates were made recently: Submissions Bug fix – The equals sign was getting stripped out of submission links so when you clicked on it the URL was invalid. Calendar Bug fix – When…
March 2022 Updates – Extra
The following updates were made recently: Project Submissions You can now add multiple submissions for your projects. Also, you can add the following submission types, each with their own set of fields: Representation Pre-Application Application…
March 2022 Updates
The following updates were made recently: Leave Requests When you delete a leave request that is pending, you now don’t get the option to reset the units. Files You can now upload .cad files. Call…
February 2022 Updates – Extra
The following updates were made recently: Projects Documents When you add a document to a project, and set it to be “Public”, if the client has document notifications turned on, in the email notification, it…
February 2022 Updates
The following updates were made recently: Quotes When adding Quotes, the following fields have been made mandatory: Local authority Project type Project owner Enquiries Bug fix – When you have a Client with more than…
January 2022 Updates
Projects When viewing the project stages tab, if the start date hasn’t been set, the text now reads “Not Started”. When you enter a start date on a project stage, the stage status now automatically…
November 2021 Updates
Communications When you click to view a Communication from a Client, the popup window is now read only. it only becomes editable when you click the Reply button. This is because there was some confusion…
September 2021 Updates
Invoices Bug fix – The invoices table now displays as expected when you have an invoice with no line items on it. New column added for Ex VAT on the invoices report. Projects When editing…