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Admin Guide - Enable Dynamic Portfolios
This help article will walk you through how to enable Dynamic Portfolios in Inspire Planner....
6/5/2023
Karen Guanzon
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JUNE 2023 (1.341) - Major Release
See what's coming with Inspire Planner's June 2023 Major Release....
6/1/2023
Karen Guanzon
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Set Salesforce Task Record Type for Inspire Planner
This help article shows how to specify the Salesforce Task Record Type to be used when Salesforce Tasks are created by Inspire Planner....
5/16/2023
Karen Guanzon
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FEB 2023 (1.340.7) - Maintenance 3
Release notes for Feb 2023 Maintenance Release 3....
5/15/2023
Karen Guanzon
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How to Access the Inspire Planner Help Center
This help article shows you how to access the Inspire Planner Help Center....
5/8/2023
Karen Guanzon
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FEB 2023 - Maintenance 2 - 1.340.3
Release notes for Feb 2023 Maintenance Release 2....
4/18/2023
Karen Guanzon
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Projects Types and Project Layout Management Custom Settings
This help article explains how to configure the project type options displayed when you enable the override for the "New" button for Projects....
3/20/2023
Karen Guanzon
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FEB 2023 - Maintenance 1 - 1.340.2
See what is coming with Inspire Planner's March 21, 2023 Maintenance Release....
3/20/2023
Karen Guanzon
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Project Status Report
This help article discusses the Project Status Report....
2/21/2023
Karen Guanzon
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Portfolio Lighting Web Component - An Introduction
This video is a high-level overview of some of the key differences between the Portfolio Lightning Web Component and the legacy Visualforce component....
2/20/2023
Karen Guanzon
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