What's new in version 2401.0.0.0
Call Plan
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Release Note
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4/17/2024
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1 min
Features
With the features added in this release of the Aptean Call Plan extension, you can:
- Use the Last Used Call Plan Date Updates From field to determine the criteria for updating the Last Used Call Plan Date field on the Call Plan Setup page of a Customer. To know more, see Call Plan Setup.
- View the most recent date on which the Call Plan was generated in the Last Used Call Plan Date field.
- Use the Ignore Last Used Call Date toggle on the Generate Call Plan Lines report page to generate the call plan lines without considering the last used call plan date. To know more, see Generate new records in Call Plan Worksheet.
UI/UX changes
The following UI/UX changes have been made in this release:
- The Last Used Call Plan Date Updates From field is added to the Call Plan Setup page.
- The Last Used Call Plan Date field is added to the Call Plan Setup page of a Customer.
- The Ignore Last Used Call Date toggle is added to the Generate Call Plan Lines report page.