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Selecting more than one plan with identical names but different owners not possible in case

Feature Request

I often leave the default name for a plan. This means a circle could have 2 “Transact Personal Pension” plans, one for Mr and one for Mrs. In the dropdown when adding plans to a case, it will be useful to be able to see which plan belongs to which owner.

In addition, there is a bug. When you select one of the plans with an identical name, it also selects the other. If you try and select or deselect one of them, they both either added or removed.

Expected behavriour: Given these are two distint plans, you’d expect to be abel to select and deselect each plan individually.

Posted by Francois van der Merwe ·
Status: Completed7 comments

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Comments7

  • Gareth (G) Thompson

    Team•

    May 28, 2025

    @Robyn Mackenzie Just to let you know that this has been released and will be visible in Plannr in the next 10 minutes or so.

    • Robyn Mackenzie

      •

      May 28, 2025

      Thanks great, thank you :)

  • Gareth (G) Thompson

    Team•

    May 28, 2025

    Good news, this is being rolled out right now so will be live in the next 10 minutes for you.

  • Gareth (G) Thompson

    Team•

    May 23, 2025

    Hey all, there’s a fix incoming for this. This is how the improvement will look, hopefully this will solve the issues.

  • Tracy Holdt

    Team•

    Apr 28, 2025

    Hi @Francois van der Merwe we have noted your feedback, however have you raised the bug with our support team to investigate.