Smartsearch integration

 Following last weeks release:-

  1. Plannr’s report doesn’t state who ran the search, although I appreciate it does state their name against the saved document in the system. Could this be easily added to the report, after all you have the name of the person through their logged on details?

 

  1. The Smartsearch report includes information immediately in the Due Diligence area at the top of the report, but in the example client search I’ve run, your report just states “Due Diligence is currently being processed. No results can be shown.” I specifically chose a certain client because I knew it came with a couple of SIP alerts. Would you suggest in those instances when that wording appears, the report is then actually downloaded from Smartsearch to provide the missing information or is there a way in Plannr of downloading the report a 2nd time with that area duly updated?

 

  1. Just under the box containing the SSID reference, date of report and Searched by  info, the Smartsearch report provides a rating comment, ie “Normal Risk – this is the normal risk config”. Is this something that can also be pulled through and included on a Plannr generated report?  

 

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Integrations

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Feature Request

Date

7 months ago

Author

Jacky Castle-Mason

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