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Plan types & custom fields

Feature RequestPlans

It would be good to be able to add custom fields not only to plans (already available) but to plan types. If for example, I select pension as the plan type a custom field could then appear, 'Is Flexi-Access supported'.

Posted by Shaunagh Wilson ·
Status: Completed1 comment

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Comments1

  • Graeme Brown

    •

    Sep 9, 2025

    Yes 100% at the moment we are having to name the custom fields to the plan type which looks confusing on the overview, see pic