Accepting Feedback
Email syncing
Ability to delete old client email addresses without previous threads from the old email disappearing.
Faye Redman 28 days ago
Accepting Feedback
Email syncing
Ability to delete old client email addresses without previous threads from the old email disappearing.
Faye Redman 28 days ago
Accepting Feedback
Split investments down further to separate BR & IHT plans
Currently the ‘Investments’ section includes everything from GIAs / ISAs / Bonds to EIS / VCTs. Feedback from clients on the portal (& staff) is it would be beneficial if these were separated similar to Pensions.
Sarah West 28 days ago
Accepting Feedback
Split investments down further to separate BR & IHT plans
Currently the ‘Investments’ section includes everything from GIAs / ISAs / Bonds to EIS / VCTs. Feedback from clients on the portal (& staff) is it would be beneficial if these were separated similar to Pensions.
Sarah West 28 days ago
Ability to restrict who can alter VAT Percentage and other fields when adding a charge
As a firm we would like to restrict who can change the VAT percentage, Gross Amount and VAT Amount. VAT is at 20% set by the default in the system so only allow certain users / levels to be able to change this or the other fields as this could cause problems with VAT reporting
Nichola Mitchell 7 days ago
Ability to restrict who can alter VAT Percentage and other fields when adding a charge
As a firm we would like to restrict who can change the VAT percentage, Gross Amount and VAT Amount. VAT is at 20% set by the default in the system so only allow certain users / levels to be able to change this or the other fields as this could cause problems with VAT reporting
Nichola Mitchell 7 days ago
Accepting Feedback
Alphabetic or user defined sorting of automations when triggering manually
Currently the options for triggering an automation are unsorted - it would be good to have them ordered as we use prefixes to help categorise the automation types
Reiss Moore 20 days ago
Accepting Feedback
Alphabetic or user defined sorting of automations when triggering manually
Currently the options for triggering an automation are unsorted - it would be good to have them ordered as we use prefixes to help categorise the automation types
Reiss Moore 20 days ago
Accepting Feedback
Customise SMS 'From' name
Currently our name is too long for the name shown in text messages we send via automations, meaning it is cut-off. If we could customise how the name is shown, this would solve the issue.
Reiss Moore 20 days ago
Accepting Feedback
Customise SMS 'From' name
Currently our name is too long for the name shown in text messages we send via automations, meaning it is cut-off. If we could customise how the name is shown, this would solve the issue.
Reiss Moore 20 days ago
Activity/meeting logging with calendar sync
It would be good for our advisers meetings linked into plannr so that we can see client related bookings and activity
Reiss Moore 22 days ago
Activity/meeting logging with calendar sync
It would be good for our advisers meetings linked into plannr so that we can see client related bookings and activity
Reiss Moore 22 days ago
Accepting Feedback
Branching in task workflows
It would be great to have if/else/branching logic in task workflows dependent on certain outcomes
Reiss Moore 22 days ago
Accepting Feedback
Branching in task workflows
It would be great to have if/else/branching logic in task workflows dependent on certain outcomes
Reiss Moore 22 days ago
Accepting Feedback
Filter by workflow in the task view
Since we may have teams working through specific groups of tasks, it would be useful for them to see the tasks related to a specific workflow
Reiss Moore 22 days ago
Accepting Feedback
Filter by workflow in the task view
Since we may have teams working through specific groups of tasks, it would be useful for them to see the tasks related to a specific workflow
Reiss Moore 22 days ago
Accepting Feedback
Default values for custom fields
We should be able to set default values when creating custom fields, so that when for example a new client is created and we have a required field they could have a field pre-populated
Reiss Moore 22 days ago
Accepting Feedback
Default values for custom fields
We should be able to set default values when creating custom fields, so that when for example a new client is created and we have a required field they could have a field pre-populated
Reiss Moore 22 days ago
Accepting Feedback
Adviser level custom fields
We want to be able to add fields to an adviser, for example, the company we acquired them from, their personal calendly link, their Regions, Teams and Pods. We could then use this is automations/reports etc
Reiss Moore 22 days ago
Accepting Feedback
Adviser level custom fields
We want to be able to add fields to an adviser, for example, the company we acquired them from, their personal calendly link, their Regions, Teams and Pods. We could then use this is automations/reports etc
Reiss Moore 22 days ago
Accepting Feedback
Dropdown options for Lead Source field
Currently this is free text and typically sources are standardised, allowing us to identify the different sources of our leads without the risk of freehand items not being entered correctly
Reiss Moore 22 days ago
Accepting Feedback
Dropdown options for Lead Source field
Currently this is free text and typically sources are standardised, allowing us to identify the different sources of our leads without the risk of freehand items not being entered correctly
Reiss Moore 22 days ago
Send fact find request from linked adviser in automations
Instead of selecting a single person for all fact finds, the automated request should come from the client's linked adviser
Reiss Moore 22 days ago
Send fact find request from linked adviser in automations
Instead of selecting a single person for all fact finds, the automated request should come from the client's linked adviser
Reiss Moore 22 days ago
Accepting Feedback
Complete HTML customisation for emails in automations
Whilst there is some HTML customisation for generating emails as part of automations, its somewhat limited when trying to align to company branding, so would be great if this was expanded out.
Reiss Moore 22 days ago
Accepting Feedback
Complete HTML customisation for emails in automations
Whilst there is some HTML customisation for generating emails as part of automations, its somewhat limited when trying to align to company branding, so would be great if this was expanded out.
Reiss Moore 22 days ago
Update fields in automations
We want to be able to update fields when an automation is running. Use case: When an annual review is complete, the automation could automatically update the review date field to next year
Reiss Moore 22 days ago
Update fields in automations
We want to be able to update fields when an automation is running. Use case: When an annual review is complete, the automation could automatically update the review date field to next year
Reiss Moore 22 days ago
Portal access level definition in automations
It would be great to automate portal access for leads with a more restricted view so that we can send documents, and then once a lead becomes a client we can switch on the other features e.g. Wealth
Reiss Moore 22 days ago
Portal access level definition in automations
It would be great to automate portal access for leads with a more restricted view so that we can send documents, and then once a lead becomes a client we can switch on the other features e.g. Wealth
Reiss Moore 22 days ago
Accepting Feedback
Ability to trigger a workflow against a Plan
Currently you’re able to trigger a workflow against a Case and Client, but not against a Plan… Despite the fact you can add a task to a Plan. It would be helpful to be able to start a workflow against a plan too.
Gary Rogers 4 months ago
Workflow
Accepting Feedback
Ability to trigger a workflow against a Plan
Currently you’re able to trigger a workflow against a Case and Client, but not against a Plan… Despite the fact you can add a task to a Plan. It would be helpful to be able to start a workflow against a plan too.
Gary Rogers 4 months ago
Workflow
Accepting Feedback
Form Builder
It would be nice to be able to add extra text (i.e. a ‘preamble’) - as well as images, fonts and colours - to the Form Builder, as you can in Google Forms, for instance, to make it look nicer and to help differentiate between different Forms that we might send to clients.
Ben Smaje 3 months ago
Accepting Feedback
Form Builder
It would be nice to be able to add extra text (i.e. a ‘preamble’) - as well as images, fonts and colours - to the Form Builder, as you can in Google Forms, for instance, to make it look nicer and to help differentiate between different Forms that we might send to clients.
Ben Smaje 3 months ago