Recent updates

Opening a client document used to mean downloading it, finding it in your downloads folder, and opening it in something else. Now you can just click it.

Any image or PDF in a client, case, plan or circle's documents area opens right inside Plannr. Click the row, or the eye icon, if you prefer - have a look, and close it again. Nothing lands on your computer unless you want it to.

Still need the actual file? The download button hasn't moved, and there's another one inside the preview.

A few things worth knowing

• Images (JPG, PNG, GIF and WebP) and PDFs can be previewed. Word documents and spreadsheets still download as before.

• Very large files - over 50MB - will download rather than preview.

• Holding ⌘ or Ctrl while clicking still downloads the file in a new tab, just as it did before.

Hi all, just a little Friday update for you to let you know that we’ve put live a few additional filters on the contacts page. Sorry that these have taken a while to add, but you can now filter by assigned adviser, administrator and paraplanner on the contacts screen.

We’ve also added the ability to sort by value on the plans screen too!

Happy Friday!

G and the Plannr Team

We’ve tweaked the way that your audit log displays the changes you’re making in a record, and rather than showing a before / after version where you have to play spot the difference, we’ve made it much much easier to see what’s changed with a simpler view and colours!

The new view highlights and new additions to the data, and anything that’s been removed. These are colour-coded accordingly, with green for additions and red for any deleted data.

The time and date stamp is now crystal clear too - no need for a crystal ball to work out when ‘a few days ago’ was.

A little quality of life improvement to help out!