Reporting / Exports / Searches
Improved Client and Plan Exports

Hi Everyone

We now have added the ability to filter on and export external references that would have been created automatically if you migrated from IO or AO.

This is useful for cross referencing and enriching data in Plannr.

Note - If you would like any assistance with the use of VLookups in Excel and data enrichment don't forget you can reach out to the Implementation team (implementation@plannrcrm.com) at Plannr who offer a Consultancy and Training service at our standard hourly rates.

What do you think about this update?