March 12th, 2025
Improved
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!