Changelog

Fixed

• Reset your settlement period function fixed

Improved

• Name adjustments and tooltips added for easier UX

• Translation fixes in reset your data and add users settings

• Stage groups adjusted from “Active” to “In progress”

Improved:

Added lead form header:

• For the form sharing, we added the form banners and form descriptions in rich text.

Fixed:

Import by CSV duplicates:

• Fixed an issue with import by CSV duplicates - it allowed multiple clicks on the same button, duplicating the import actions.

Product owner name bug:

• Fixed the issue with the product owner name displayed in Vendor admin profile as their own

New Features:

Self-Registration:

• Vendors can now join Partnerplace directly by signing up on the website and enjoy a one-month free trial to explore the platform's features. Available here: https://app.partnerplace.io/join-us

Billing Management:

• Vendors can now manage their pricing plans, switch between plans, and control the number of modules and partners directly from the Plan Management settings tab.

Tasks module:

• Vendors can now create tasks for their partners, which partners can complete and mark as done. This makes it easier to track how partners are utilizing the platform. Read more: https://help.partnerplace.io/article/53-tasks-module

2-Way API Integration:

• External APIs can now be used to add and edit leads, as well as add new partners by specifying their email and name, enhancing integration with other, external systems. Read more: https://help.partnerplace.io/article/40-configuring-the-api

Improved:

Increased User Limit for Partners:

• The user limit for partners has been increased to 25 (previously 5), allowing more flexibility for partners to bring in additional users.

Partner Registration Page Update:

• The partner registration page is now separate from the public module, allowing partners to join vendors even when the public module is disabled.

GBP Currency Added:

• British pound sterling (GBP) currency support has been added.

Fixed:

Estimated Lead Value Editing:

• Fixed an issue where editing the estimated lead value by partners led to problems with empty estimated lead values.

Optimized Timeline for Users:

• Timeline events for different user roles now load faster.