Help Center

Improved

Fixed

💡 Share your ideas

plannrtechnologies

Backlog

Planned

In Progress

Completed

Rejected

Accepting Feedback

Integration

Formbuilder

Time Tracking

Reporting / Exports / Searches

Conversations

Documents (File System)

Tasks

Settings

Client Portal

Contacts (Clients / Prospects / Employees / Introducers)

Income Reconciliation

Notes

Cases

Imports

Fact Find

Groups

Document Builder

Automations

Notifications

Workflow

Dashboard

New Business Events

Custom Fields

Branding

Circles

Audit

Plans

Plans - Valuations

Plans - Transactions

Signature Request

Valuation report

General Navigation

Other

Hey {name|there}! 👋

<p>I would love it if the rocketbar or basic search box did a much more comprehensive search to include things like phone numbers, plan numbers etc etc.  I have just tested with a basic plan number search and nothing was found.  Is it on the dev timeline to make this a proper search function?</p>

Rocketbar - extended search

John Bowden

Plannr Technologies

Rocketbar - extended search

Subscribe to request

Subscribe to request