Ability to toggle client portal sections
In the same way that I can toggle "Wealth" when controlling a client's access, it would be useful if I can also control other sections. For example, I already have a documents sharing facility outside of Plannr so, until or unless I migrate all my files to Plannr, I might want to disable the "Documents" section.
Ability to toggle the wealth widgets on the client portal i.e. Income, expenditure
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Comments1
Abi Hortin
Jun 25, 2025
Ability to toggle transaction history too.