1909 Update 6-Nov-19

In this release, we've implemented the following features.

Core

Ability to apply a Correspondence Workflow to Multiple Companies

Defects

Pin to Plan - Uncategorised section

When configuring Pin to Plan you can now add plans to an uncategorised section if you do not want to use the user field to categorise your plans.

Pin to Plan - Move Plans between categories

You can now select plans from a category and move them to another category.

To to do this simply select the plans you wish to move and click on the Tools option and pick the Move to category option.

From here pick the category you want to move the plans. You can also add them to a new category from this screen.