There’s currently no way to create and send fact finds for corporate clients on Plannr. We have quite a few corporate clients and having to use other solutions.
Would be good to have this functionality within Plannr where you can pull the corporate client fields into the fact find.
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Planned
Feature Request
About 3 hours ago

Beth Igglesden
Get notified by email when there are changes.
Planned
Feature Request
About 3 hours ago

Beth Igglesden
Get notified by email when there are changes.