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Browser extension to re-key data from the CRM into other web forms (provider applications, etc)
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Status
Planned
Category
Addons / Integrations
Author
All Categories
Addons / Integrations
Audit
Automations
Branding
Cases
Client Portal
Contacts (Clients / Prospects / Employees / Introducers)
EDI
Conversations
Custom Fields
Dashboard
Document Builder
Documents (File System)
Factfinds
Formbuilder
General Navigation
Groups
Imports
Income Reconciliation
New Business Events
Notes
Notifications
Other
Plannr Standard Templates
Plans
Plans - Transactions
Plans - Valuations
Public Website
Reporting / Exports / Searches
Settings
Settings - My Profile
Signature Request
Tags
Tasks
Time Tracking
Workflow