July 2022 Updates
July 2022 PlanMan updates add record numbers to notifications, a Planning Portal fee calculator link and notifications when copying quote stages.
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System Updates
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June 2022 Updates Extra
The following updates were made recently: Users The following new fields were added for users: Fee Earner Monthly Target Yearly Target Now, inactive users are not listed on the main users page. Only admin users…
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June 2022 Updates
June 2022 PlanMan updates add DWG uploads and notification times, fix document downloads and submission reports, and preview embedded enquiry forms.
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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…
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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…
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April 2022 Updates
April 2022 PlanMan updates fix submission links and calendar dates and let administrators remove items from the global search index.
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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…
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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…
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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…
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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…
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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…
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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…
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