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Restore the File Path at the top of Plannr

Following this week’s update, the file path at the top of the page is no longer fit for purpose.

When in a plan, the path now drops you into the generic Plans section (showing every plan in the system) instead of back to the client’s folder.

The old structure:
Home / Mr J Smith / Plans / Rental Property
was intuitive and let you easily return to the client’s other plans.

The new structure:
Home / Plans / Rental Property removes the client context, making navigation clumsy and inefficient.

Please review and revert this change (or allow the client folder to remain in the path), as it’s a clear step backward in usability.

Area of the system
Status: Completed2 comments

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Comments2

  • Curtis Berry

    •

    Aug 19, 2025

    Additionally, the workaround of clicking the browser back button doesn’t work when you are deleting plans - it takes you back to the Plannr Dashboard

  • Curtis Berry

    •

    Aug 19, 2025

    Another note on this - if this was removed as following the changes made for Circle valuations - could we not just have “Circle Name” in the pathway