March 12th, 2025

Improved

More case filters + export options

Good news, we’ve added a handful of other filters / options for you when working with the main cases page in Plannr, and the cases exporter.

We’ve added the following new filters for the cases page:

  • Filter by contact / client

  • Filter by circle

  • Filter by employee

And for the cases export, you have:

  • Filter by contact (and circles, if you choose “add from circle”)

  • Filter by group

We hope that helps!