Account Planner 2.58 (June 17, 2025) | Account Planner by GSP

Enhancement: Added field validation to prevent incomplete Health Score review records.

Enhancement: Implemented fully responsive Manage Account Plan pop-up.

Enhancement: Added overlapping Account Plan functionality and Account Plan teams.

Enhancement: Enabled deletion of roles via Role Assignment page.

Enhancement: Updated date formatting in Edit Whitespace page.

Enhancement: Removed review fields from the “Add Objectives” page.

Enhancement: Added auto-clear functionality to look-up fields.

Enhancement: Updated various API names.

Enhancement: Added Health Review object to the Account Plan print function.

Enhancement: Increased Heat Map width.

Fix: Resolved date formatting issue on the New Objectives page.

Fix: Resolved overflow issue on the Heat Map filters page.

Fix: Updated deprecated labels for Heat Map and New Objectives LWC.

Fix: Added ability to filter by email in Heat Map search bar.

Fix: Resolved error when deleting multiple Partner roles at once.

Fix: Switched to collapse instead of conditional rendering for consistent UI experience.

Fix: Added required-fields parameters to Input components for Objectives.

Fix: Resolved resizing issue when selecting longer picklist values.

Fix: Custom lookup component now includes required-fields parameters.

Fix: Updated Status Buttons.