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.
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09/08/2006 |
Workflow duration and creating SOAs in Risk Researcher |
21,137 KB |
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29/09/2006 |
Addresses issues in the following areas:
- Report Manager
- CSV imports
- Tax changes
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20,000 KB |
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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
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6.32 MB |
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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
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3.99 MB |
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01/08/2008 |
This patch updates the Australian Tax Rates for 2008/2009 as per 2008 Federal Budget.
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204 KB |
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29/09/2008 |
This patch updates the New Zealand Tax Rates for 2008/2009 as per 2008 Federal Budget.
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203 KB |
AppCentral
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01/04/2008 |
16,617 KB |
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01/04/2008 |
304 KB |
Documentation
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13/07/2006 |
ProPlanner Installation Manual |
1,421 KB |