Just a thought, and one that'd be useful for us:
We use SharePoint as our digital filing cabinet for client files - it'd be great to have a button, prominently displayed on client dashboards, that we can map to the external link for that person's SharePoint file. Essentially so we can get to our filing cabinet without necessarily having to leave Plannr/open a new tab first.
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Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

Stuart Boyle
Get notified by email when there are changes.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

Stuart Boyle
Get notified by email when there are changes.