Product Updates

Learn about what's new in Planhat

Sarah Jones avatar Nathalie Krook avatar Christian Dreyer avatar +3
17 articles in this collection
Written by Sarah Jones, Nathalie Krook, Christian Dreyer and 3 others
2021

Release Notes September 2021: The little things that make a big difference!

A summary of enhancements released during Summer 2021 that our CSMs believe make their day to day easier than ever!
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Extended release note: consolidating and enhancing Planhat email settings 🚀

Email settings, sync / synchronization, filter, duplicates, playbooks
D
Written by Daniel Sternegard
Updated over a week ago

New Product Updates - the Customer 360 gets a Facelift!

We have some exciting UI and functionality changes to our Customer 360, updates to Pages and other objects (Projects & Assets)
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Introducing Custom Company Profiles

Your customers are different, now your company profiles can be as well
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Dashboards Have Evolved: Meet Pages

Bringing your customer data in Planhat to life via new extensive formatting, better branding capabilities and new visualizations
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Playbook Template Update: UI and Functionality

Playbooks in Planhat continue to evolve: we've removed the need for triggers and introduced grouping of steps for easier task organization
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Introducing Automations - a New Way to Further Automate your Workflows

Sync your external systems with increased flexibility and automate even more in Planhat with our new Automations feature
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago