Client import - doesn't accept 'Individual' in the type field although the import then creates the client as an individual anyway. Import also doesn't assign the client to the named adviser - if including the adviser uuid, the import fails. When excluding the adviser uuid, import succeeds but then need to manually assign the adviser to each client within plannr. Are these on the radar for a fix please (esp the assigned adviser) as I'm off my current back office tomorrow…
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Rejected
Feature Request
Imports
Over 3 years ago

Nick Smith
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Rejected
Feature Request
Imports
Over 3 years ago

Nick Smith
Get notified by email when there are changes.