Release Updates

Planful for Marketing: Relocated the GL Codes and Tags Options under the Attributes & Tags Section

With this incremental release to the Attributes & Tags page, the GL Codes and Tags have been relocated from the Settings section to the Attributes & Tags section.

Now, you can effortlessly manage all GL Codes and Tags in one place by simply toggling between tabs. As before, you can add or delete GL Codes and Tags. However, with this update, you can turn them on or off the GL Codes as and when needed. 

Previously, managing GL Codes had limited options. They could not be deactivated, leaving permanent deletion as the only option, which meant reaching out to Planful support if you later needed to use them. With this update, you now have the flexibility to enable or disable them as needed.

For example, consider Sara, a marketing firm administrator who has received a new set of GL codes for her 2025 budget, which differs from the list she was instructed to use for her 2024 budget. With this update, she can now deactivate any GL codes from 2024 that she does not want to appear in her 2025 budget, without affecting any of the historical data in her 2024 budget.

Let's dive into each functionality:

GL Codes

The GL Codes have four essential columns: The GL Code itself, Description, Enabled, and Count.

Below, are some of the additional benefits:

• Search: You can enter a search term in the designated field to find matching GL Codes. The search results will display all entries containing the matching word or phrase.
• Adding New Entry: You can click Create New to add a new GL Code. The Create New button remains deactivated until you provide a name for the new GL Code, allowing only one new entry at a time. The new entry will be enabled by default. Providing a name and clicking outside the field will save the new entry.
• New Entry and Sorting: Newly added entries will be in the sorting order as soon as you save them. 
• Updating Existing Entry: You can edit the GL Code or Description by single-clicking on the respective field. After making any updates, simply click outside the field to save the changes. Upon doing so, a toast message will appear, confirming that the update was successful
• Deleting an Entry: When you hover over an existing row, it highlights it and displays the delete option at the end of the row. If you confirm the deletion, the selected GL Code will be deleted.
  
• Column Sorting:
  • GL Code: The list of GL Codes is displayed. When you click on the GL Code column, it sorts them in ascending and descending order based on the number.
  • Description: You can see the description. Sorting does not apply to this column.
  • Enabled: You can turn it on or off by clicking on it. The column sorts to display all the types in a turned-on state followed by turned-off ones, and vice versa.
  • Count: You can see where it's been used. You can sort the columns in ascending and descending order based on the count.
    
    

 Learn more about the GL Codes here.

Tags

The Tags option has also been enhanced to improve usability and functionality. While previously used solely for object categorization, you can now seamlessly add, delete, edit, and search for specific Tags within the Attributes and Tags section of the Settings page.

Two columns have been added: Tag and Count. These columns respectively display the list of tags available within your application and show where the Tags have been used.  Learn more about the Tags here.

Planful for Marketing: Introduced a New Vendor Option under the Attributes & Tags Section

With this release, a new option for Vendors has been added to the Attributes & Tags section, allowing admins to effortlessly manage vendor lists by searching, adding, updating, and deleting them.

Previously, accessing vendor functionalities required you to contact support for assistance. Now, with Vendors, you can seamlessly manage these entities directly within the application.

For instance, let's consider Alex and Mike, who serve as administrators at a marketing firm and face challenges managing vendors efficiently. Previously, they had to rely on support for every task, whether creating a new vendor or deleting an existing one. However, with the introduction of the Vendor option within their application, they can now seamlessly manage vendors, enhancing their efficiency and streamlining their workflow.

The Vendor section has three essential columns: Vendor, Enabled, and Count. Below are some of the additional benefits:

• Search: You can enter a search term in the designated search field to fetch matching vendors. The search results will display all entries containing the matching word or phrase.
• Adding New Entry: When you click Create New, a new row is added at the top for you to enter a new vendor. The Create New button is deactivated until you provide a name for the new type, allowing only one new entry at a time. The new entry defaults to turned on. Provide a name and click outside the field to save the new entry.

• New Entry and Sorting: Newly added entries will be in the sorting order as soon as you save them.
• Updating Existing Entry: If you single-click on the name field, you can edit the field. After you make an update and click outside the field, the changes are saved, and a toast message displays, indicating that the update was successful.
• Deleting an Entry: When you hover over an existing row, it highlights it and displays the delete option at the end of the row. If you confirm the deletion, the selected Vendor will be deleted.
  
• Column Sorting:
  • Vendor: Displays the list of vendors, enabling you to sort the column alphabetically in ascending or descending order.
  • Enabled: Enables you to toggle vendors on or off, with sorting options to display all enabled types followed by disabled ones and vice versa.
  • Count: Displays the count wherever utilized, with sorting capabilities in ascending or descending order based on the count.
    

 Learn more about the Vendors here.