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ProPlanner Downloads

ProPlanner is a customer relationship management tool. Updates for ProPlanner are available on this page as downloadable files in .exe format.


Please check the description and details of the files carefully to ensure files downloaded are appropriate for your version of the ProPlanner system. To find the version, launch ProPlanner, then from the Help menu select the About ProPlanner 5… menu item.

If you require information regarding the downloads, please call
1300 130 069 or email support.

Version 210 Updates

The following .exe files contain updates for all installation types of ProPlanner 210.

Title Date Issues adressed File size
09/08/2006 Workflow duration and creating SOAs in Risk Researcher 21,137 KB
29/09/2006 Addresses issues in the following areas:
  • Report Manager
  • CSV imports
  • Tax changes
20,000 KB
02/02/2007 Addresses issues in the following areas:
  • Support changes with New Zealand PostCodes
  • Addresses issues with CSV policy imports
  • Client Notes section in ProPlanner
  • Life Protection Planning section
6.32 MB
02/05/2007

Addresses issues in the following areas:

  • Error 5000 : Error in processing report
  • Search manager
  • Creating a workflow based on a workflow process
  • Insurance Schedule with premium details report
  • Active workflow reports in report manager
  • Issue with Archiving
3.99 MB
01/08/2008

This patch updates the Australian Tax Rates for 2008/2009 as per 2008 Federal Budget.

204 KB
29/09/2008

This patch updates the New Zealand Tax Rates for 2008/2009 as per 2008 Federal Budget.

203 KB


AppCentral

Title Date Size
AppCentrlal Launcher Setup          
01/04/2008 16,617  KB
01/04/2008 304  KB


Documentation


Title Date Description File size
13/07/2006 ProPlanner Installation Manual 1,421 KB

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