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SuccessMap v1.0.178

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@RFLundgren RFLundgren released this 27 Oct 08:20
  • The bulk task bar can now set a start date for all selected tasks, as well as a due date. If the new start date is later than a task's due date, the due date moves to the same day.
  • Preview: a plan drafted from a meeting uses the plan's start date for every CTA and task, and any due date before it moves to it.

SuccessMap v1.0.177

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@RFLundgren RFLundgren released this 27 Oct 04:46
  • New: mark a CTA or task as Internal (tick box in its editor, or Make internal in the bulk bar). Internal items are left out of the PowerPoint deck, PDF report and value snapshot, customer update workbook, status update and chasers, with progress figures counting only customer-facing work. They still show in internal views, plan export and backups. An internal CTA hides all its tasks. View > Hide internal items tidies the screen.

SuccessMap v1.0.175

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@RFLundgren RFLundgren released this 25 Oct 23:11
  • Editing an account now happens from inside the account. The Edit account button is gone from the accounts list: click anywhere on an account's card to open it, and use Edit account in the new Manage group at the top of the account page.
  • The account page is tidier: a People summary shows who is on the account (our team with their roles, customer contacts, the partner, and anyone on leave) with an Edit people link that opens the People tab, and the buttons are grouped as Prepare and communicate (Meeting prep, Status update), Plans (Create plan, Import plan) and Manage (Edit account).
  • The small ? help buttons now stay in the shape of a small circle on every form (they were stretching into a blue pill on some), and sit beside the wording of a tick box instead of on top of it.

SuccessMap v1.0.174

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@RFLundgren RFLundgren released this 24 Oct 07:35
  • The "Gantt weeks" setting now does something. It is the shortest window the Timeline shows, in weeks (4 to 52, default 16); the chart still stretches to cover the plan's own start and target dates, up to 52 weeks. It is labelled "Gantt weeks (shortest window)" in Settings > General, and the Help text is corrected. The Kanban board's "you" filter now also follows a changed Default owner straight away.

SuccessMap v1.0.173

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@RFLundgren RFLundgren released this 23 Oct 09:18
  • The Release notes dialog is easier to scan: the five latest versions are shown open, and everything older is collapsed under "Earlier versions", where each version expands on its own. A search box at the top filters every version, including the collapsed ones, and the introductory line has been removed.

SuccessMap v1.0.172

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@RFLundgren RFLundgren released this 23 Oct 08:56
  • Help is now always its own window, so you can keep SuccessMap and Help open side by side (or on different monitors) and work while you read. The docked panel and the Dock and Pop out buttons are gone. The Help item, F1 and the small ? buttons open the window, or bring it to the front at the topic you asked for.

SuccessMap v1.0.171

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@RFLundgren RFLundgren released this 23 Oct 08:11
  • Fixed: in the Help window, the Dock button closed the window without docking Help beside the app. SuccessMap was choosing the Help window itself as the "main" window; it now always picks the real main window, which also fixes reopening from the tray or Quick add while Help is popped out.
  • The Help contents list is easier to read: section headings are in the accent colour with a rule beneath, topics are indented under them with a guide line, the Settings tabs sit one level further in, and the current topic has a stronger highlight.

SuccessMap v1.0.170

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@RFLundgren RFLundgren released this 23 Oct 06:40
  • Context help on the screen. Small "?" buttons now sit beside screen and panel headings, dialog titles and key fields (account meeting cadence and partner, task completion, repeats, dependencies and fixed dates, meeting type, programmes, the backup, email delivery and reminder settings, and every Settings section). Hover over one for a one-line tip, or click it to open Help at the matching section in the side panel; pressing F1 while you are in a field that has one opens that field's section too.

SuccessMap v1.0.169

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@RFLundgren RFLundgren released this 23 Oct 06:23
  • Help has been rebuilt. It now opens in a panel beside the app instead of a pop-up, so you can read it while you work: drag its edge to resize it, press F1 to open it at the topic for the screen, dialog or Settings tab you are on, or choose Pop out to move it into its own window (and Dock to bring it back). SuccessMap remembers which you prefer.
  • The contents are grouped by what you are doing (Getting started, Daily work, Accounts and people, Plans and delivery, Reporting and sharing, Email and communication, Settings, Reference), and Settings now has an entry for each tab. The separate "detail" sections are merged into their topics, the text is broken into short sections with tables and call-outs, and a search box looks through every topic and heading.
  • New topics cover programmes, people, roles and pausing, partners, measurable outcomes and evidence, Heads-up, the digest's review-and-send option, renaming list values and more, and out-of-date statements have been corrected.

SuccessMap v1.0.168

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@RFLundgren RFLundgren released this 23 Oct 05:49
  • The email digest now works with the new Outlook. A new delivery method, "Review and send myself (works with the new Outlook)", sends nothing automatically: when the digest is due, SuccessMap (running in the system tray) shows a notification, and clicking it opens the digest in the email review window with the recipient and subject filled in, ready to open in your mail app, copy or save as a file. "Send test email now" opens the same window straight away. The Outlook desktop and SMTP methods are unchanged.