The below table shows the product’s release history and additional features that are included.
22nd August 2025
PT 3.4
- PHO-59 - Provide an error if there is no default screening status picklist value selected.
- PHO-79 - Display a loading spinner when 'Calculate Now' is in progress
22nd July 2025
PT 3.3
- PHO-42 – Prevent changes to 'Next Screen Due Date' field if there were job errors present.
22nd July 2025
PT 3.2
- PHO-26 – Introduced a new feature that calculates how many records qualify for and are due for screening.
- PHO-74 – Bugfix to show the correct 'Next Screen Due' icon when the record is due for screening today.
10th July 2025
PT 3.1
- PHO-75 – Bugfix to correctly reset a record's screening status when a number is deleted.
24th October 2024
PT 3.0
- PHO-32 – Changes to the status icons and colours.
- PHO-31 – Introduction of a new error state for a ‘Bad Number’.
- PHO-36 – Reduce auto-refresh frequency within the Administration page for viewing active job updates.
- PHO-48 – ‘Tel:’ hyperlink available on the numbers within the component.
- PHO-40 – Format the Next Screen Due date based on the user’s locale.
- PHO-20 & PHO-21 – Text changes and corrections on Help & Support page.
- PHO-12 – Removal of references to Click to Call/Text functionality.
- PHO-6 – ‘Not required’ status colour is added to the classic Visualforce page component.
- PHO-48, PHO-50 & PHO-51 – Adjustments to the PhoneTools component UI and layout.
- PHO-39 – Provide error in PhoneTools component if the user doesn’t have the correct permissions to use the tool.
26th September 2024
PT 2.10 [Bridge]
21st March 2024
PT 2.9
- PHO-12 - Partial removal of legacy functionality from package.
- Make all PhoneTools component parameters obsolete.
- Remove Click-to-Call references in PhoneTools Administration.
06th September 2023
PT 2.6
- PHO-27 - Allow for syncronous screening method to be called from unmanaged apex.
06th February 2023
PT 2.4
- PT-419 - Additional improvements to the PhoneTools Administration text.
- PT-425 - Better error handling and messaging.
06th February 2023
PT 2.3
- PT-397 - Stop scheduled batch job if there is a terminal error.
- PT-400 - Increase timeout for phone screening jobs.
- PT-401 - Improved PhoneTools Administration page.
- PT-412 - Retired old setup steps from the setup process.
28th February 2022
PT 20220228
- PT-392 - Improve phone screening logic and remove retired parameters
28th February 2022
PT 2.1
- PT-392 - Improve phone screening logic and remove retired parameters
04th February 2022
PT 2.0
- PT-390 - Introduced screening records via Salesforce Flows!
- Updated Salesforce API versions for the package resources.
30th November 2020
PT 1.99
- [PT-389] Improved CRUD checks for phone fields
15th October 2020
PT 1.98
- [PT-387] Improvements to CRUD and FLS checking
06th October 2020
PT 1.97
- [PT-384] Phone trigger bugfix indicating "Invalid field"
21st September 2020
PT 1.96
- [PT-381] Support for PhoneTools trigger on all objects
12th August 2020
PT 1.95
- [PT-369] Optimise bulk phone number screening apex
- [PT-366] Improvements to PhoneTools lightning component user interface
29th January 2020
PT 1.92
- Optimisation to trigger code
10th September 2019
PT 1.89
- PT-352 - Bugfix for reading fields to screen values when record types are enabled
10th September 2019
PT 1.87
- PT-344 - Further improvements to batch failure reporting
06th September 2019
PT 1.84
- PT-344 - Improvements to batch failure reporting
12th June 2019
PT 1.83
- PT-342 - Support for encrypted phone number fields
03rd June 2019
PT 1.80
- PT-340 - Introduction of global enablement switch for screening triggers
30th May 2019
PT 1.79
- PT-336 - Access lightning component via URL
17th May 2019
PT 1.78
- Phone screening rebuild (if updating, get in contact with support@provenworks.com for guidance)
- PhoneTools Administration improvements
03rd October 2018
PT 1.68
- PT-223 - Bugfix for lightning component “Developer error in file apex://pw_pss.PhoneToolsLightningController at line number -1”
07th September 2018
PT 1.67
- PT-183 - Field level security of phone fields now followed in lightning component
- PT-223 - Subtask populated with ‘Call’ status after call made through lightning component
20th August 2018
PT 1.65
- PT-220 - Lightning component support in lightning app pages for SF Mobile support
24th July 2018
PT 1.64
- Lightning Release
08th September 2017
PT 1.55
- Note logging text area resized
- ‘Undefined’ text when making a call fixed
- Stores text message body in task
- Subject lines for calls and texts can be changed in PhoneTools Administation menu
- Request token setup stage now automated
- Purchase TPS & CTPS credits from the Administration menu
- Button that screens TPS & CTPS for each default object
26th June 2015
PT 1.4
- Support for Salesforce Summer ‘15 release
- Ability to customise the Subject of the Task record created for SMS and Calls
- Ability to add notes after a call or SMS which automatically add to the Task record
- Support for Professional edition orgs
- Ability to call numbers starting with # or * directly from the sidebar
- Support for custom fields and objects
24th January 2013
PT 1.3
- Android and iOS integration
- Ability to call and SMS directly from Salesforce
