WHAT'S NEW
▪️ Custom Views
New customizable views
Starting now, you can create different views across the various grids and within the Plannit pipeline.
These views are available in Pipeline, Quotes & Contracts, Contacts, Project list, Visits, and Invoices.
Two types of views can now be created based on your needs: personal views and company views.
These new views allow you to save your searches as well as any applied global filters.
Features
Personal View
Can be created by any user.
Accessible only by the user who created it.
Saved in the user profile, making it accessible from anywhere.
Company-wide View
Can only be created by administrators.
Accessible to all users in the company. Simply add it to your active views.
Saved in the company account and in the user's display preferences, making it accessible from anywhere.
Icons
Icon indicating a personal view.
Icon indicating a company view.
Save changes to the current view.
Revert to the saved company view (discard changes).
Edit the name and description.
Delete the view.
▪️ Login
New login option
We have added a new login method when signing in to Plannit. The One-Time Password (OTP) method is widely used in the industry and helps improve the security of your account.
A temporary code is sent to you during login to verify your identity, reducing the risk of unauthorized access.
Setting a strong password for your Plannit account, for example T9v$Q2mL!7xP@4rZ, increases the security of your account, but it can also make it harder to remember.
The One-Time Password (OTP) method allows you to log in easily without having to remember a complex password.
Important reminder
Never use the same password for your email account and Plannit. This is a fundamental principle of modern cybersecurity and applies to all online platforms, not just your Plannit account.
👉 Your email address is often used to recover access to your accounts, which makes it a central element of your online security.
BUG FIXES
We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.