We've rolled out an update on the New Business Events that quite a few people have asked for including:

Additional contribution types:

• Advice Point
• Pension Transfer
• Switch
• Notes box

Premium / Contribution & Frequency- now optional

Status and Proposal Date

• Proposed
• Accepted

Start Date - only mandatory where Status = Accepted

Additional Filters and column headings

• Client Level
• Plan Level
• New Business Events Summary Report
• New Business Export

We hope these changes help!

Our team have just released two new reports for you in Plannr; the New Business Event export and a separate report!

We've written a little support article on how to use them over here: https://plannrcrm.atlassian.net/servicedesk/customer/portal/1/article/21299201

Super super super excited to share with you all that we've pushed live the new business events / register on Plannr!

I've recorded a very quick overview video over on Loom highlighting what you can do, and also explained at the end that next week we'll be rolling out the report / export that you can produce from Plannr with all the new business events.

We hope you like the update, as ever please let us know your thoughts / feedback!