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.

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

• Adding an Employee
• Managing Employees
• Employee Access and Delete Permissions

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

Exciting news, we've just rolled out our revamped expenditure functionality in Plannr!

If you pop into Plannr, then head to Settings you'll spot a new block for "expenditure". Hit that and you'll see we've already set you up with a few life stages and LOTS of sections / fields too.

Starting from now, if you include the expenditure form on the fact find it'll ask clients to complete the sparkly new expenditure form too.

Thanks for your patience on this, feel free to let us know what you think over at help@plannrcrm.com.

Hello everyone, we've another update for you! This time we're announcing the vastly improved form that pops up when you go to create or update a client record in Plannr.

We've made the form wider, broken it down into more logical sections and hopefully made it a lot easier and faster for you to work with your core client data.

We hope you like the improvement, as ever please let us know if you've any thoughts or feedback.

This has been requested a few times but to make your life a little easier we've defaulted the UK to appear at the top of the nationalities / country list in Plannr.

We hope this saves you a little time!