Release 1.2.4
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”
Changelog
Follow new updates and improvements to Partnerplace.
Release 1.2.3
New Features:
Reports module:
Vendors (and partners) can now see their basic performance data in Reports form, with the filtering and date selection.
Partner Discovery module:
We made it possible to add new partners to your network from within Partnerplace by adding this module. A Vendor gets access to a list of partners that are already on Partnerplace. You may select and invite those that fit your profile the most with on click. We base the match-making on Ideal Customer and Ideal Partner profiles.
Improved:
Default headline for Vendor’s Public page added
Small visual fixes such as ellipsis on long headlines, new toggle designs and optimisation of spaces.
Release 1.2.2
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
Earlier updates
- Release 1.2.1New 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.NewImprovedFixed
- Release 1.2.0New Features: Notifications core module: A new notifications module has been introduced for all users. This feature enhances communication flow within the system by providing notifications, reminders and alerts configurable by Vendor and deliverable for both Vendors and Partners. All accessible from Notification’s tab. Improved: Optimized commission management module: Performance optimization has been applied to the commission management module, ensuring faster loading times, particularly when handling a large number of leads and files.NewImproved
- Release 1.1.9New Features: Customizable Lead Stages: Introduced an option in general settings to customize default lead stage names. Vendors can now add new stages, rename existing ones, or delete unused stages according to their business needs. Automatic Status Change Configuration: Added an option to control the automatic status change to "Ready for Payout" when a lead's stage is changed to "Won". Enhanced Table Configuration: Implemented table configuration options for both the lead list and partner list. Users can now customize the columns they want to view, making it easier to focus on relevant information. Lead Stage Change by Partners: Added a setting allowing partners to change the lead stage directly from the lead details page. This option is to be administered by vendor from General Settings. If enabled, It provides more control to partners to manage their leads effectively. Improved: Improved Lead and Status Change Date Filters: Updated the filters for Last update and Status update. Users can now filter by "older than" a specific number of days, enhancing user-friendliness and flexibility in filtering data. CSV Import Instructions Update: Modified the CSV import data instructions to include information on handling UTF-8 encoding. This ensures users can seamlessly upload and export data with special characters, such as Polish characters, without errors. Email Notifications for Partners on leads assigned to them by a vendor or partner manager: Partners now receive email notifications when a new lead is added by a vendor or partner manager. This keeps partners informed about the latest updates and changes in the system.NewImproved
- Release 1.1.7New Features: File Management Module: Introduced a comprehensive file management system that allows tenants to manage files effectively. Key functionalities include: Uploading files and creating folders. Assigning permissions to files and folders. Sharing files with partners, who can access the files only shared with them. This module can be enabled for both partners and tenants, providing flexible file sharing and collaboration. Mass Mailing Module: Added a mass mailing module that enables tenants to send bulk messages triggered by timeline events of partners. This module can be activated if tenants require mass communication capabilities. Users can select specific roles (e.g., Sales, Management), and the system will send targeted messages to the appropriate groups. New Columns in Lead and Partner Lists: Enhanced the lead and partner lists by adding new columns that display: The number of days since the last lead/partner update. The number of days since the last status or stage change of a lead. Sorting and filtering options based on these new columns Improvements: Module Activation for Partners: Updated the module settings to allow enabling partner modules without triggering an edit lock on the module configuration page. This enhancement provides more flexibility in managing partner-specific modules. Fixes: Partner Edit Popup: Fixed an issue where the partner edit popup would trigger when there are no officess added. Polish Language Labels: Corrected various labels in the Polish language. Timeline Role Assignment: Fixed the timeline event to improve the margins within it, resulting in a more consistent layout.NewImprovedFixed
- Release 1.1.6New Features: Invoice management module: Added a comprehensive invoice management module that enables: Management of won leads with statuses that are "Ready for Payout" or in "Recurring Payment". Management of invoice amounts, acceptance of invoices, and upload of invoices for partners. Improvements: CSV import improvement: Added an option to enter source of lead and date of lead in the import feature. Enhanced commission calculations precision: Improved the accuracy of estimated commission calculations for both daily and weekly estimations, with accuracy up to a day. Lead source indicators: Added dots that indicate the source of leads in the lead list, partner details, and invoice management sections for better tracking of leads that are received from partners and given to partners.NewImproved
- Release 1.1.3New Features: API and Webhook: Added Integrations page where tenants can configure their own APIs and webhooks for one-way integrations of Partnerplace with 3rd parties (such as Make or Zapier) Improvements: Enhanced email notifications: Expanded email notifications triggers to include notifications for partner managers, partners, and tenants. New triggers include comments on the timeline, new lead additions, added leads in the public directory, and changes in lead status. Bug Fixes: Account session management: Resolved issues when operating multiple accounts in the same browser, ensuring isolated session management. Commission display: Fixed a bug where commission amounts were not appearing on the timeline. Partner configuration: Made office address entry optional in the partner edit configuration, simplifying the setup process. Dropdown loading: Addressed issues with tier dropdown options not loading correctly after type selection. Partner manager interface: Corrected minor bugs, such as incorrect timeline entries for old partner managersNewImprovedFixed
- Release 1.1.2New Features Whitelabel: Implemented a full whitelabel for using the vendor's domain for the Partnerplace portal. So that it can be accessed through other domains, for instance your.partnerdomain.com SMTP Mails: Added functionality to configure SMTP settings for sending email notifications from Partnerplace, using vendor's SMTP email server (for example no-reply@yourdomain.com). It's part of the whitelabel module. Bug Fixes Commission calculation: Fixed issues related to incorrect commission calculations in very few edge cases. Minor visual fixes: Improved visual elements including scroll functionality for better navigation and fixed problems with improper functioning of button conditional display in the public directory. Default language setting: Set English as the default language in the settings. Public directory: Added a headline and enhanced visual elements for a more UX friendly look and feel. Lead addition email: Corrected issues with lack of email notification sent when adding a lead. Enhancement Responsiveness: Improved responsiveness for smaller window sizes (from 800px width) to enhance user experience on smaller screens. For support or inquiries, please contact Partnerplace support at support@partnerplace.io.NewImprovedFixed