I'm more excited than I should be about this, but I'm absolutely buzzing to announce that the pinned notes and other note improvements have gone live!

By popular request, we've just rolled out the ability to pin any note left on a client record which will force it to appear at the top of the notes list. Notes can be pinned and unpinned to your hearts content and there's no limit to the number of pinned notes you can display.

On top of that, we've updated our notes importer and exporter to allow you to bulk set things as pinned, too.

This update also introduces another pintastic feature that we're calling note paths. We've been asked to add the ability to leave notes against sub-sections of a client's account, such as the income or dependants pages. Well, now you can with our new path improvement!

When navigating a client record you'll spot a new light blue block in the top right showing the total number of notes left on that page. You can click that block to open out the list of notes, and it's really easy to add another.

Going a step further, and definitely not putting a pin in it, we've also introduced the ability to leave notes whilst completing the fact-find also! And, because we're really nice, those notes are also exported with the factfind snapshot PDF too.

So many things to note! Enjoy!

This is another highly requested feature that we've built for you in Plannr; collated notes at a client level.

When you navigate to a client record now in Plannr you'll see notes from everything that belongs to the client, all in a nice easy to follow list.

On each note you can see what type of note it is (towards the right hand side there's an icon that denotes the type of note) and under the note contents there's also a little breadcrumb to show you where that note was left. Oh, and that breadcrumb is clickable too, so you can visit the note in situ.

Towards the right hand side there's a dropdown where you can refine what type of notes to view, e.g. show all notes that belong to tasks.

And finally, we've reduced the height of the input for adding a new note and when you're not adding a new note the buttons to save / choose a note type are now hidden. This should help to get right into the thick of what's been left in notes without taking too much screen real estate.

We hope you like this update!

More soon, G and the Plannr team