In this new world of Consumer Duty it would be great if Plannr could develop a library of simple reports that users could select. Given the spotlight on annual reviews being able to see a simple list of what annual reviews are due within the month (or selected period) and % completed would be a great facility/report.
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Accepting Feedback
Feature Request
Reporting / Exports / Searches
Almost 2 years ago

David Pegler
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Accepting Feedback
Feature Request
Reporting / Exports / Searches
Almost 2 years ago

David Pegler
Get notified by email when there are changes.