I had a minor problem trying to send an email to a client from or through Plannr.
I had seen that this was a speedy way to do things, but when I clicked on contacts the email section did not act as a hyper link.
I subsequently found that it did work through the Client Dashboard>Contacts Tab>Email Address
Or Personal Details>Core Info (scroll down to the bottom)>Email Address
I would have thought the Contact Details section, where the Email Address is shown in a larger font, would have also been a hyper link.
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 1 year ago

John Reilly
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 1 year ago

John Reilly
Get notified by email when there are changes.