Improved: Notifications

Exciting news; we've released our massively improved notification system in Plannr!

The team here have been hard at work tweaking and evolving our notification system so most of the notifications triggered by Plannr are not only "pinged" in realtime but that alerts pop-up whilst you're using Plannr too.

This is especially useful to know when a task has been completed, or when a client has completed their fact-find too.

The list of new notifications included in this release are:

  • When you've been included in a conversation
  • You've been assigned a task
  • A fact-find has been completed and you're in the same group, or the assigned adviser / administrator for that client
  • A form has been completed and you're in the same group, or the assigned adviser / administrator for that client
  • ... and a few others

We hope this update helps!

What do you think about this update?
Various improvements and fixes

Good evening, here's an update from the dev team on the various things that have been deployed recently:

  • Improved: In-app confirmations / alerts. When you edit or create something in plannr we used to show a banner across the top of the page to confirm the action has been run however now you get a much tidier little panel appear in the bottom right of the browser window.

CleanShot 2023-04-26 at 19.29.02@2x.png

  • Fixed: No warnings shown when attempted to edit someone else's note. Plannr will now warn you that you cannot edit someone else's note.

  • Fixed: Moving tasks up and down in the task list now stores the correct position / order.

  • Improved: How scrolling works in the notifications panel that pops out from the side of your screen when viewing your notifications.

  • Improved: You can now edit sub-accounts within plans.

  • Fixed: You can now remove a previously set priority from tasks in Plannr.

What do you think about this update?
Branded digest emails now live!

Good news! We've just put live an update on Plannr that now brands the digest email in the same way as the rest of the emails generated from Plannr. This means that any email notification that your clients receive via Plannr will all be branded using your awesome branding, too.

We hope you like the upgrade!

What do you think about this update?