Contacts (Clients / Prospects / Employees / Introducers)
Finer-controls on employee deletion rights

We've released a highly-requested feature; finer control of deleting across the board.

To give employees access to Plannr and define permissions you’ll need to set up a login in the Access tab for them.

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For more information regarding Employees please visit the following Plannr Help / Support documents:

If you have any questions or issues, please don’t hesitate to raise a ticket with us via help@plannrcrm.com.

What do you think about this update?