Follow new updates and improvements to Partnerplace.
January 8th, 2025
Improved
Fixed
Reset your settlement period function fixed
Name adjustments and tooltips added for easier UX
Translation fixes in reset your data and add users settings
Stage groups adjusted from βActiveβ to βIn progressβ
December 20th, 2024
New
Improved
Vendors (and partners) can now see their basic performance data in Reports form, with the filtering and date selection.
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.
Default headline for Vendorβs Public page added
Small visual fixes such as ellipsis on long headlines, new toggle designs and optimisation of spaces.
October 18th, 2024
Improved
Fixed
Added lead form header:
For the form sharing, we added the form banners and form descriptions in rich text.
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
October 4th, 2024
New
Improved
Fixed
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
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.
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.
September 13th, 2024
New
Improved
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 Notificationβs tab.
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.
September 6th, 2024
New
Improved
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 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.
August 22nd, 2024
New
Fixed
Data Visibility Controls:
New tenant settings option to hide lead data globally or for partners for lead value and commissions.
Tax Number Setting:
Added the option to make the tax number field required or optional in tenant settings.
Timeline Emails:
Fixed an issue where emails in some cases weren't sent to the Partner Manager after adding a timeline comment.
Timeline Events:
Resolved a bug preventing timeline events from being added when leads were created via forms without custom questions.
User Invitation Email:
Fixed the invitation process to include the contact email of the person inviting the user (e.g., partner, partner manager, tenant).
August 13th, 2024
New
Improved
Fixed
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
Module Activation for Partners:Β 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.
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.
August 1st, 2024
New
Improved
New 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.
July 24th, 2024
New
Global reset of settlement period: Introduced a new feature allowing users to change the settlement period to monthly for all partners simultaneously.
Data Import: Added functionality to import partner and lead data into the application using CSV files, streamlining the process of adding multiple partners and leads at once.