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.
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Completed
Feature Request
12 months ago

Francois van der Merwe
Get notified by email when there are changes.
Completed
Feature Request
12 months ago

Francois van der Merwe
Get notified by email when there are changes.