I've sent test conversation messages from the adviser portal to me (as a client profile) and vice versa. I'm not receiving emails to notify that messages are being left in Plannr.
It is quite important for clients to receive notifications and more so an email notification whenever any conversation is happening and being updated. We are finding that this isn’t happening currently so are having to duplicate by emailing the client to say we have sent something which is a bit of a time waste.
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Thomasin Clarke
Apr 30, 2025
It is quite important for clients to receive notifications and more so an email notification whenever any conversation is happening and being updated. We are finding that this isn’t happening currently so are having to duplicate by emailing the client to say we have sent something which is a bit of a time waste.