We are unable to Report or Import full plan information for members of a Group schemes, e.g. Plan Values, Custom Fields.
Because we can't get the Plan Values in, this will also impact on Charges.
Following the rebuild of Group Schemes, Members do not appear on a Plan Report from Plannr, only the Parent Scheme appears, this means we have to use a Group Scheme Member Report/Import instead, hence the limitations we are experiencing.
Is it possible to include Group Scheme Members in the Plan Report/Ixport or to improve the existing Report/Ixport so that it is possible for us to export and import all data please?
Thanks very much
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Rejected
Feature Request
Reporting / Exports / Searches
About 2 years ago

Anita Brennan
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Rejected
Feature Request
Reporting / Exports / Searches
About 2 years ago

Anita Brennan
Get notified by email when there are changes.