We’ve rolled out a handful of quick wins into the Plannr system this morning - let’s take a look!

New date fields

For your client agreements and terms of business, you can now log the date last issued in your client records!

You can update these in bulk across your client bank by using our usual client importers, or add the dates on a case by case basis when you’re next working on that client.

Pinned notes

A new indicator on your notes will flag if a note is pinned or not - just a helpful tweak to the UI to make note management even easier 🚀

Finally, Auto-linking of URLs in Custom Fields

As mentioned in my post last week, we’ve rolled out the ability to place URLs in your text-based custom fields so that your team can more easily navigate any external systems when working on a client record.

Hope these items continue to make your days a little bit easier!