https://feedback.plannrcrm.com 2026-04-03T21:33:30.592Z 1.0 https://feedback.plannrcrm.com/p/octopus-feed 2026-03-31T11:32:08.378Z 0.7 https://feedback.plannrcrm.com/p/ability-to-restrict-who-can-alter-vat-percentage-and-other 2026-02-18T11:48:48.627Z 0.7 https://feedback.plannrcrm.com/p/review-dates-3 2026-02-15T22:54:28.273Z 0.7 https://feedback.plannrcrm.com/p/alphabetic-or-user-defined-sorting-of-automations-when-triggering-manually 2026-02-06T08:33:18.863Z 0.7 https://feedback.plannrcrm.com/p/customise-sms-from-name 2026-02-06T08:27:41.819Z 0.7 https://feedback.plannrcrm.com/p/please-add-timeline-to-the-provider-lists-for-plans 2026-02-04T11:01:52.694Z 0.7 https://feedback.plannrcrm.com/p/activitymeeting-logging-with-calendar-sync 2026-02-04T08:24:46.855Z 0.7 https://feedback.plannrcrm.com/p/branching-in-task-workflows 2026-02-04T08:13:22.847Z 0.7 https://feedback.plannrcrm.com/p/filter-by-workflow-in-the-task-view 2026-02-04T08:12:27.544Z 0.7 https://feedback.plannrcrm.com/p/default-values-for-custom-fields 2026-02-04T08:09:13.914Z 0.7 https://feedback.plannrcrm.com/p/adviser-level-custom-fields 2026-02-04T08:07:23.293Z 0.7 https://feedback.plannrcrm.com/p/dropdown-options-for-lead-source-field 2026-02-04T08:05:00.602Z 0.7 https://feedback.plannrcrm.com/p/send-fact-find-request-from-linked-adviser-in-automations 2026-02-04T08:03:54.164Z 0.7 https://feedback.plannrcrm.com/p/complete-html-customisation-for-emails-in-automations 2026-02-04T08:02:58.772Z 0.7 https://feedback.plannrcrm.com/p/update-fields-in-automations 2026-02-04T08:01:03.025Z 0.7 https://feedback.plannrcrm.com/p/portal-access-level-definition-in-automations 2026-02-04T07:55:57.912Z 0.7 https://feedback.plannrcrm.com/p/email-syncing 2026-01-28T11:32:30.336Z 0.7 https://feedback.plannrcrm.com/p/split-investments-down-further-to-separate-br-and-iht-plans 2026-01-28T10:34:10.073Z 0.7 https://feedback.plannrcrm.com/p/automation-notifications 2025-12-20T08:51:55.984Z 0.7 https://feedback.plannrcrm.com/p/rmar-section-i-data-issue 2025-12-18T15:40:54.860Z 0.7 https://feedback.plannrcrm.com/p/quilter-cheviot-live-valuations 2025-12-18T11:02:06.729Z 0.7 https://feedback.plannrcrm.com/p/sterling-assurance-and-sterling-investments-valuation-feeds 2025-12-11T12:55:49.741Z 0.7 https://feedback.plannrcrm.com/p/hawksmoor-valuation-feed 2025-12-11T12:52:17.432Z 0.7 https://feedback.plannrcrm.com/p/charles-stanley-valuation-feed 2025-12-11T12:51:24.542Z 0.7 https://feedback.plannrcrm.com/p/canada-life-valuation-feed 2025-12-11T12:50:49.639Z 0.7 https://feedback.plannrcrm.com/p/conditional-trigger-automations 2025-12-09T16:11:35.656Z 0.7 https://feedback.plannrcrm.com/p/form-builder-4 2025-11-28T11:18:46.331Z 0.7 https://feedback.plannrcrm.com/p/plan-fields-in-form-builder 2025-11-21T10:36:00.789Z 0.7 https://feedback.plannrcrm.com/p/ability-to-include-inactive-accounts-values-in-graphs 2025-11-17T10:27:11.819Z 0.7 https://feedback.plannrcrm.com/p/make-fields-requiredcompulsory 2025-11-11T10:26:36.228Z 0.7 https://feedback.plannrcrm.com/p/client-portal-plan-view-and-provider-information 2025-11-04T12:44:52.813Z 0.7 https://feedback.plannrcrm.com/p/ability-to-trigger-a-workflow-against-a-plan 2025-10-29T18:16:08.156Z 0.7 https://feedback.plannrcrm.com/p/in-out-flows-bug 2025-10-23T18:51:07.788Z 0.7 https://feedback.plannrcrm.com/p/circles-reporting 2025-10-22T20:14:57.260Z 0.7 https://feedback.plannrcrm.com/p/expenditure-totals-3 2025-10-22T08:39:09.057Z 0.7 https://feedback.plannrcrm.com/p/previous-assignee-remembered-in-workflow 2025-10-17T13:56:46.414Z 0.7 https://feedback.plannrcrm.com/p/client-tags-drop-down-at-client-level 2025-09-30T20:56:51.962Z 0.7 https://feedback.plannrcrm.com/p/client-uploads-easier 2025-09-30T16:02:44.217Z 0.7 https://feedback.plannrcrm.com/p/automations-triggered-from-plan-level 2025-09-30T10:11:12.471Z 0.7 https://feedback.plannrcrm.com/p/annual-review-logtab 2025-09-24T12:23:26.158Z 0.7 https://feedback.plannrcrm.com/p/automation-update 2025-09-22T16:00:16.787Z 0.7 https://feedback.plannrcrm.com/p/vctbpr 2025-09-22T12:45:06.205Z 0.7 https://feedback.plannrcrm.com/p/coversations 2025-09-18T10:50:14.822Z 0.7 https://feedback.plannrcrm.com/p/create-hidden-client-group-for-non-active-or-deceased-clients 2025-09-16T15:04:53.679Z 0.7 https://feedback.plannrcrm.com/p/joint-protection-policies 2025-09-16T14:00:36.112Z 0.7 https://feedback.plannrcrm.com/p/completed-cases-to-be-moved-to-a-completed-area 2025-09-16T13:59:02.234Z 0.7 https://feedback.plannrcrm.com/p/comprehensive-case-export 2025-09-15T10:34:20.345Z 0.7 https://feedback.plannrcrm.com/p/sla-monitoring 2025-09-12T09:06:01.477Z 0.7 https://feedback.plannrcrm.com/p/team-capacity 2025-09-12T08:59:18.488Z 0.7 https://feedback.plannrcrm.com/p/transactions-paye-on-pension-payments 2025-09-11T12:36:53.221Z 0.7 https://feedback.plannrcrm.com/p/client-uploads 2025-09-10T14:09:16.962Z 0.7 https://feedback.plannrcrm.com/p/vulnerable-client-notification 2025-09-10T13:39:20.180Z 0.7 https://feedback.plannrcrm.com/p/isa-allowance 2025-09-10T11:10:10.148Z 0.7 https://feedback.plannrcrm.com/p/transactions 2025-09-10T11:07:21.545Z 0.7 https://feedback.plannrcrm.com/p/client-names-in-portal 2025-09-09T14:56:26.006Z 0.7 https://feedback.plannrcrm.com/p/business-relief-and-iht-plan 2025-09-08T14:26:27.524Z 0.7 https://feedback.plannrcrm.com/p/all-fees-per-plan 2025-09-04T11:57:55.691Z 0.7 https://feedback.plannrcrm.com/p/alerting-clients-to-technical-issues-with-their-portal 2025-09-04T09:06:02.566Z 0.7 https://feedback.plannrcrm.com/p/update-to-password-policy-in-plannr 2025-09-03T12:39:22.588Z 0.7 https://feedback.plannrcrm.com/p/client-portal-tasks-assigned-with-ability-to-upload-for-each 2025-09-03T11:28:29.924Z 0.7 https://feedback.plannrcrm.com/p/automating-conversations 2025-09-03T09:51:50.020Z 0.7 https://feedback.plannrcrm.com/p/vulnerability-in-fact-find 2025-09-02T14:06:04.177Z 0.7 https://feedback.plannrcrm.com/p/client-search-criteria 2025-09-01T15:54:46.272Z 0.7 https://feedback.plannrcrm.com/p/client-portal-mi 2025-09-01T11:25:24.612Z 0.7 https://feedback.plannrcrm.com/p/plannr-message-hub-to-replace-conversations 2025-09-01T10:57:10.733Z 0.7 https://feedback.plannrcrm.com/p/group-automations 2025-09-01T10:47:08.322Z 0.7 https://feedback.plannrcrm.com/p/copy-portal-view-permissions-when-impersonating-a-client 2025-08-30T15:58:45.079Z 0.7 https://feedback.plannrcrm.com/p/add-a-go-to-tasks-link-on-the-main-client 2025-08-30T14:57:54.985Z 0.7 https://feedback.plannrcrm.com/p/complete-and-create-new-task 2025-08-30T14:22:47.011Z 0.7 https://feedback.plannrcrm.com/p/paraplanning-instructions-tab-on-case-dashboard 2025-08-22T13:44:49.936Z 0.7 https://feedback.plannrcrm.com/p/opening-a-transact-account 2025-08-22T11:03:58.612Z 0.7 https://feedback.plannrcrm.com/p/new-provider-canaccord-wealth 2025-08-21T09:12:29.287Z 0.7 https://feedback.plannrcrm.com/p/brewin-dolphin-valuation 2025-08-19T13:18:24.842Z 0.7 https://feedback.plannrcrm.com/p/editable-document-templates 2025-08-19T09:51:02.020Z 0.7 https://feedback.plannrcrm.com/p/restore-the-file-path-at-the-top-of-plannr 2025-08-19T08:59:28.404Z 0.7 https://feedback.plannrcrm.com/p/add-an-under-advice-filter-to-plans 2025-08-15T09:45:26.290Z 0.7 https://feedback.plannrcrm.com/p/ability-to-mark-an-employee-as-on-annual-leave-and 2025-08-15T08:12:00.173Z 0.7 https://feedback.plannrcrm.com/p/employeeuser-permissions-re-work 2025-08-14T14:00:36.048Z 0.7 https://feedback.plannrcrm.com/p/premiums-in-transfer-complexity 2025-08-14T13:42:36.855Z 0.7 https://feedback.plannrcrm.com/p/auto-group-add-on-cases 2025-08-14T09:37:29.660Z 0.7 https://feedback.plannrcrm.com/p/dependants 2025-08-13T14:07:43.283Z 0.7 https://feedback.plannrcrm.com/p/annual-review-dates 2025-08-13T14:06:18.422Z 0.7 https://feedback.plannrcrm.com/p/aviva-life-and-pensions-and-zurich-sterling-valuation-feeds 2025-08-11T11:52:17.956Z 0.7 https://feedback.plannrcrm.com/p/lasting-power-of-attorney-relationships 2025-08-07T14:19:31.717Z 0.7 https://feedback.plannrcrm.com/p/reconciling-changes-in-valuations 2025-08-06T09:47:35.082Z 0.7 https://feedback.plannrcrm.com/p/add-from-current-circle 2025-08-04T15:15:46.221Z 0.7 https://feedback.plannrcrm.com/p/tiered-charging-against-circle 2025-08-01T09:39:53.866Z 0.7 https://feedback.plannrcrm.com/p/growth-figure-in-plan-dashboard 2025-08-01T09:00:00.901Z 0.7 https://feedback.plannrcrm.com/p/notification-to-contain-new-message 2025-08-01T07:30:23.905Z 0.7 https://feedback.plannrcrm.com/p/increase-size-of-email-box 2025-07-31T14:18:20.064Z 0.7 https://feedback.plannrcrm.com/p/review-date-export 2025-07-25T11:16:45.463Z 0.7 https://feedback.plannrcrm.com/p/charge-templates 2025-07-24T17:04:27.107Z 0.7 https://feedback.plannrcrm.com/p/factfind-snapshot-pdf-can-there-be-an-option-for-the 2025-07-23T09:41:31.840Z 0.7 https://feedback.plannrcrm.com/p/adding-income-to-fixed-assets 2025-07-22T11:03:51.871Z 0.7 https://feedback.plannrcrm.com/p/holdings-functionality 2025-07-22T09:42:52.229Z 0.7 https://feedback.plannrcrm.com/p/reporting-on-circles 2025-07-21T15:36:20.350Z 0.7 https://feedback.plannrcrm.com/p/associated-client-view-on-portal 2025-07-21T14:20:46.146Z 0.7 https://feedback.plannrcrm.com/p/clients-bulk-document-upload 2025-07-21T10:32:18.222Z 0.7 https://feedback.plannrcrm.com/p/document-builder-date-format 2025-07-21T09:34:48.913Z 0.7 https://feedback.plannrcrm.com/p/identification-for-plannr-portal 2025-07-17T08:48:22.374Z 0.7 https://feedback.plannrcrm.com/p/income-reconciliation-reports-surname-column 2025-07-16T15:30:41.999Z 0.7 https://feedback.plannrcrm.com/p/idv-fields-in-core-details-to-assist-with-smart-searches 2025-07-16T09:39:53.262Z 0.7 https://feedback.plannrcrm.com/p/performance-reporting 2025-07-16T08:29:16.263Z 0.7 https://feedback.plannrcrm.com/p/smartsearch-integration 2025-07-15T14:25:50.036Z 0.7 https://feedback.plannrcrm.com/p/better-organisation-for-custom-field 2025-07-14T13:15:04.049Z 0.7 https://feedback.plannrcrm.com/p/fact-find-bug-fixes-improvements 2025-07-14T11:52:40.730Z 0.7 https://feedback.plannrcrm.com/p/a-toggle-to-select-whether-folder-view-or-document-view 2025-07-14T11:27:56.066Z 0.7 https://feedback.plannrcrm.com/p/changing-the-colour-of-pinned-notes 2025-07-11T14:47:37.710Z 0.7 https://feedback.plannrcrm.com/p/case-status-date-mandatory-field 2025-07-10T11:39:37.594Z 0.7 https://feedback.plannrcrm.com/p/marking-contact-details-as-primary 2025-07-10T10:30:57.721Z 0.7 https://feedback.plannrcrm.com/p/access-to-workflows 2025-07-10T07:33:24.134Z 0.7 https://feedback.plannrcrm.com/p/add-mortgage-plan-review-date-as-an-option-for-automation 2025-07-09T15:12:06.180Z 0.7 https://feedback.plannrcrm.com/p/add-a-passport-expiry-date-or-driving-licence-expiry-date 2025-07-09T14:25:17.006Z 0.7 https://feedback.plannrcrm.com/p/documents-image-placement 2025-07-09T09:19:46.066Z 0.7 https://feedback.plannrcrm.com/p/changing-the-layout-for-case-titles 2025-07-08T15:18:24.132Z 0.7 https://feedback.plannrcrm.com/p/file-upload-notifications 2025-07-08T08:32:16.979Z 0.7 https://feedback.plannrcrm.com/p/conditional-logic-and-wizard-options-in-automation-and-workflows 2025-07-07T17:27:13.986Z 0.7 https://feedback.plannrcrm.com/p/choose-destination-of-document 2025-07-07T14:17:47.149Z 0.7 https://feedback.plannrcrm.com/p/address-search 2025-07-07T14:10:55.962Z 0.7 https://feedback.plannrcrm.com/p/notifications-for-every-document-to-the-client 2025-07-07T13:07:51.904Z 0.7 https://feedback.plannrcrm.com/p/charges-add-an-end-date-when-a-plan-is-marked 2025-07-07T11:50:57.798Z 0.7 https://feedback.plannrcrm.com/p/new-business-report-filter-for-new-and-existing-clients 2025-07-07T11:48:57.773Z 0.7 https://feedback.plannrcrm.com/p/joint-tasks 2025-07-02T15:56:33.995Z 0.7 https://feedback.plannrcrm.com/p/uploading-documents-to-both-client-records 2025-07-02T15:54:57.198Z 0.7 https://feedback.plannrcrm.com/p/annual-client-charges-report 2025-07-02T15:24:46.839Z 0.7 https://feedback.plannrcrm.com/p/new-business-events 2025-07-02T14:55:21.212Z 0.7 https://feedback.plannrcrm.com/p/client-portal-reporting 2025-06-30T15:30:38.601Z 0.7 https://feedback.plannrcrm.com/p/notifications-for-conversation-replies 2025-06-26T12:36:21.665Z 0.7 https://feedback.plannrcrm.com/p/filter-tasks 2025-06-26T12:28:14.497Z 0.7 https://feedback.plannrcrm.com/p/can-client-names-be-clearly-assigned-to-tasks-in-the 2025-06-26T09:32:24.275Z 0.7 https://feedback.plannrcrm.com/p/wording-used-in-conversations 2025-06-25T14:57:24.961Z 0.7 https://feedback.plannrcrm.com/p/joint-assetsdependants-fact-find 2025-06-25T10:00:30.040Z 0.7 https://feedback.plannrcrm.com/p/add-bank-account-qs-to-factfind-schema-blocks 2025-06-24T15:35:46.753Z 0.7 https://feedback.plannrcrm.com/p/age-filter 2025-06-24T10:09:48.386Z 0.7 https://feedback.plannrcrm.com/p/new-provider 2025-06-19T13:39:36.687Z 0.7 https://feedback.plannrcrm.com/p/resize-and-reorder-columns 2025-06-19T13:04:23.013Z 0.7 https://feedback.plannrcrm.com/p/use-keyboard-for-y-not-mouse-when-executing-a-change 2025-06-19T12:49:58.761Z 0.7 https://feedback.plannrcrm.com/p/scheduling-reports-exports 2025-06-19T11:15:38.865Z 0.7 https://feedback.plannrcrm.com/p/fact-finds-internal 2025-06-19T10:28:30.449Z 0.7 https://feedback.plannrcrm.com/p/ability-to-restrict-access-to-client-profiles-for-privacy-when 2025-06-19T09:16:31.048Z 0.7 https://feedback.plannrcrm.com/p/deletion-of-expectations-when-deleting-a-charge 2025-06-18T10:29:01.417Z 0.7 https://feedback.plannrcrm.com/p/input-panel-on-client-portal-fact-find-not-remembering-data 2025-06-16T15:39:48.044Z 0.7 https://feedback.plannrcrm.com/p/documents-bulk-moving 2025-06-16T12:58:43.696Z 0.7 https://feedback.plannrcrm.com/p/client-portal-circle-visibility 2025-06-13T07:46:02.142Z 0.7 https://feedback.plannrcrm.com/p/conversations-filter-by-adviser-client-sort-by-date-and-search 2025-06-12T17:42:49.818Z 0.7 https://feedback.plannrcrm.com/p/pie-chart-for-wealth-overview-on-client-portal 2025-06-12T12:02:00.037Z 0.7 https://feedback.plannrcrm.com/p/draft-documents-in-automations 2025-06-10T10:35:20.463Z 0.7 https://feedback.plannrcrm.com/p/fact-find-retired-status 2025-06-10T09:34:27.394Z 0.7 https://feedback.plannrcrm.com/p/notifications-to-adviser-and-administrator 2025-06-09T08:50:58.555Z 0.7 https://feedback.plannrcrm.com/p/fixed-assets-home-on-fact-find 2025-06-06T14:40:48.899Z 0.7 https://feedback.plannrcrm.com/p/state-pension-tab-in-the-fact-find 2025-06-06T14:29:12.743Z 0.7 https://feedback.plannrcrm.com/p/client-paid-charges-showing-on-income-rec 2025-06-03T09:07:15.259Z 0.7 https://feedback.plannrcrm.com/p/excel-spreadsheets 2025-06-02T14:31:28.621Z 0.7 https://feedback.plannrcrm.com/p/workflow-tasks 2025-06-02T09:17:15.661Z 0.7 https://feedback.plannrcrm.com/p/plan-export-additional-columns-for-first-and-last-names 2025-05-29T20:09:54.053Z 0.7 https://feedback.plannrcrm.com/p/let-us-change-the-wording-of-custom-dropdown-fields-for 2025-05-29T09:16:08.588Z 0.7 https://feedback.plannrcrm.com/p/sole-trader-income 2025-05-28T10:18:57.597Z 0.7 https://feedback.plannrcrm.com/p/avatars-for-advisers-in-portal 2025-05-27T16:04:51.199Z 0.7 https://feedback.plannrcrm.com/p/referer-as-a-relationship-type 2025-05-27T15:51:32.433Z 0.7 https://feedback.plannrcrm.com/p/additional-new-business-statuses 2025-05-27T09:47:19.280Z 0.7 https://feedback.plannrcrm.com/p/pinned-notes-for-cases-also-pinned-for-contactcircle 2025-05-23T15:44:18.594Z 0.7 https://feedback.plannrcrm.com/p/internal-tasks 2025-05-23T13:43:29.572Z 0.7 https://feedback.plannrcrm.com/p/bulk-updating-of-custom-fields 2025-05-22T07:55:51.062Z 0.7 https://feedback.plannrcrm.com/p/circles-v2 2025-05-19T11:33:44.535Z 0.7 https://feedback.plannrcrm.com/p/confusing-questionslabels-for-deceased-clients 2025-05-16T11:43:52.471Z 0.7 https://feedback.plannrcrm.com/p/email-appearance 2025-05-15T10:38:25.377Z 0.7 https://feedback.plannrcrm.com/p/better-email-branding-functionality 2025-05-15T10:37:02.307Z 0.7 https://feedback.plannrcrm.com/p/remove-fax-option-on-marketing-preferences 2025-05-14T09:00:50.952Z 0.7 https://feedback.plannrcrm.com/p/ability-to-assign-a-task-to-a-circle 2025-05-13T14:48:08.552Z 0.7 https://feedback.plannrcrm.com/p/external-flow-transactions-crucial-data-that-needs-curating-and-more 2025-05-13T12:43:35.593Z 0.7 https://feedback.plannrcrm.com/p/royal-london-bulk-valuation-add-on 2025-05-13T08:14:40.736Z 0.7 https://feedback.plannrcrm.com/p/factfind-updateschecking 2025-05-09T12:38:18.294Z 0.7 https://feedback.plannrcrm.com/p/plan-assets-total 2025-05-08T11:32:58.246Z 0.7 https://feedback.plannrcrm.com/p/not-proceeding-task-status 2025-05-06T10:27:24.686Z 0.7 https://feedback.plannrcrm.com/p/adandoned-cases-should-offer-to-also-abandon-tasks 2025-05-02T08:14:10.858Z 0.7 https://feedback.plannrcrm.com/p/business-metrics-dashboard-2 2025-05-01T15:29:04.033Z 0.7 https://feedback.plannrcrm.com/p/wrappers-and-underlying-plans-showing-on-client-portal 2025-05-01T14:35:48.515Z 0.7 https://feedback.plannrcrm.com/p/exporting-documents 2025-05-01T11:53:22.840Z 0.7 https://feedback.plannrcrm.com/p/change-to-transactions 2025-04-30T15:59:51.923Z 0.7 https://feedback.plannrcrm.com/p/sort-plans-by-value 2025-04-30T15:45:49.709Z 0.7 https://feedback.plannrcrm.com/p/client-statuses-freetext-box-for-internal-training 2025-04-30T15:45:04.799Z 0.7 https://feedback.plannrcrm.com/p/ability-to-see-date-and-time-for-audit-logs 2025-04-28T13:05:55.865Z 0.7 https://feedback.plannrcrm.com/p/clear-chat-notifications-when-chat-has-been-viewed 2025-04-28T10:27:32.477Z 0.7 https://feedback.plannrcrm.com/p/crypto-currency 2025-04-24T09:27:30.245Z 0.7 https://feedback.plannrcrm.com/p/fact-find-landing-page-messaging 2025-04-23T16:02:35.966Z 0.7 https://feedback.plannrcrm.com/p/notification-frequencyschedule 2025-04-23T14:10:35.872Z 0.7 https://feedback.plannrcrm.com/p/circles-ability-to-complete-fact-find-information-for-2-x 2025-04-23T12:35:43.736Z 0.7 https://feedback.plannrcrm.com/p/circles-ability-to-create-new-client 2025-04-23T12:24:17.124Z 0.7 https://feedback.plannrcrm.com/p/fact-find-reminders 2025-04-23T10:54:00.784Z 0.7 https://feedback.plannrcrm.com/p/fact-find-address-prompt 2025-04-23T07:53:47.297Z 0.7 https://feedback.plannrcrm.com/p/cases-export-report 2025-04-17T13:57:19.124Z 0.7 https://feedback.plannrcrm.com/p/valuation-report-mifid-requirements 2025-04-17T13:08:33.699Z 0.7 https://feedback.plannrcrm.com/p/valuation-report-add-a-column-for-provider-adviser-charges 2025-04-17T13:06:00.138Z 0.7 https://feedback.plannrcrm.com/p/valuation-report-isa-allowances-used-in-investment-tab 2025-04-17T13:04:26.930Z 0.7 https://feedback.plannrcrm.com/p/sticky-filters-within-the-income-reconciliation-section 2025-04-15T09:14:55.053Z 0.7 https://feedback.plannrcrm.com/p/group-schemesplans 2025-04-14T12:30:39.081Z 0.7 https://feedback.plannrcrm.com/p/recurring-tasks 2025-04-11T13:15:57.249Z 0.7 https://feedback.plannrcrm.com/p/filter-plans-by-active-contacts 2025-04-09T12:56:16.944Z 0.7 https://feedback.plannrcrm.com/p/valuation-report-wraps-need-further-work 2025-04-08T13:16:59.453Z 0.7 https://feedback.plannrcrm.com/p/address-move-inout-dates-not-included-on-ff-snapshot 2025-04-08T13:00:44.854Z 0.7 https://feedback.plannrcrm.com/p/sjp-valuations 2025-04-08T08:31:13.819Z 0.7 https://feedback.plannrcrm.com/p/valuation-report-jointcircle-export 2025-04-07T16:07:28.158Z 0.7 https://feedback.plannrcrm.com/p/valuation-report-quick-link-from-client-record 2025-04-07T16:05:33.758Z 0.7 https://feedback.plannrcrm.com/p/valuation-report-user-friendly-pdfword-version 2025-04-07T16:04:05.534Z 0.7 https://feedback.plannrcrm.com/p/valuation-report-protection-include-premium-and-end-date 2025-04-07T16:02:27.788Z 0.7 https://feedback.plannrcrm.com/p/scottish-widows-non-platform-valuation 2025-04-07T14:16:24.194Z 0.7 https://feedback.plannrcrm.com/p/address-display 2025-04-04T08:45:48.922Z 0.7 https://feedback.plannrcrm.com/p/conversation-notficiations 2025-03-28T15:27:38.971Z 0.7 https://feedback.plannrcrm.com/p/conversations-2 2025-03-27T16:10:48.060Z 0.7 https://feedback.plannrcrm.com/p/copy-buttons 2025-03-21T15:26:47.091Z 0.7 https://feedback.plannrcrm.com/p/transactions-tax-relief-for-net-pension-contributions 2025-03-21T09:43:00.804Z 0.7 https://feedback.plannrcrm.com/p/linking-rental-income-to-properties 2025-03-20T17:09:42.513Z 0.7 https://feedback.plannrcrm.com/p/add-meeting-date-instead-of-next-review-date-in-the 2025-03-20T11:54:28.761Z 0.7 https://feedback.plannrcrm.com/p/re-be-iq-logic-built-in-where-a-client-drastically 2025-03-20T11:42:27.969Z 0.7 https://feedback.plannrcrm.com/p/conversation-confusion-for-clients-leads-to 2025-03-20T09:52:12.959Z 0.7 https://feedback.plannrcrm.com/p/addresses 2025-03-19T11:37:43.809Z 0.7 https://feedback.plannrcrm.com/p/ownership-of-mortgage-plans-and-property-joint-and-tenants-in 2025-03-19T10:43:53.047Z 0.7 https://feedback.plannrcrm.com/p/order-of-names-in-circles 2025-03-19T10:29:00.879Z 0.7 https://feedback.plannrcrm.com/p/inactive-plans 2025-03-17T12:52:15.116Z 0.7 https://feedback.plannrcrm.com/p/open-task-list-reverting-back-to-page-1 2025-03-14T14:34:05.025Z 0.7 https://feedback.plannrcrm.com/p/default-the-client-youre-sending-the-signature-request-to 2025-03-14T14:01:59.774Z 0.7 https://feedback.plannrcrm.com/p/less-clicks-to-update-custom-fields 2025-03-13T16:55:13.948Z 0.7 https://feedback.plannrcrm.com/p/ability-to-show-a-fee-being-paid-via-another-plan 2025-03-13T15:42:47.131Z 0.7 https://feedback.plannrcrm.com/p/option-to-right-click-and-open-new-tabwindow-in-plans 2025-03-13T13:05:48.741Z 0.7 https://feedback.plannrcrm.com/p/better-functionality-on-adding-contacts-to-tasks-conversations-etc 2025-03-13T11:17:35.871Z 0.7 https://feedback.plannrcrm.com/p/add-the-login-view-to-the-circle-dashboard 2025-03-13T11:14:45.754Z 0.7 https://feedback.plannrcrm.com/p/relabel-fees-in-ir-area-and-reports 2025-03-13T11:13:04.119Z 0.7 https://feedback.plannrcrm.com/p/emoji-reacts-to-notes-across-the-system 2025-03-13T11:12:18.418Z 0.7 https://feedback.plannrcrm.com/p/enhanced-controls-on-parent-and-sub-tasks 2025-03-13T11:11:29.540Z 0.7 https://feedback.plannrcrm.com/p/better-document-management 2025-03-13T11:10:32.371Z 0.7 https://feedback.plannrcrm.com/p/add-archive-column-to-case-board 2025-03-13T11:09:44.708Z 0.7 https://feedback.plannrcrm.com/p/increase-limit-of-bulk-changes-validation 2025-03-13T11:08:48.798Z 0.7 https://feedback.plannrcrm.com/p/automatic-refreshes-when-changes-made 2025-03-13T11:07:56.338Z 0.7 https://feedback.plannrcrm.com/p/mandatory-start-date-and-plan-number 2025-03-13T11:06:59.974Z 0.7 https://feedback.plannrcrm.com/p/add-savings-to-the-source-of-funds-dropdown 2025-03-13T11:06:07.431Z 0.7 https://feedback.plannrcrm.com/p/selecting-more-than-one-plan-with-identical-names-but-different 2025-03-12T14:59:53.057Z 0.7 https://feedback.plannrcrm.com/p/valuation-history-export 2025-03-12T13:52:49.253Z 0.7 https://feedback.plannrcrm.com/p/charging-a-circle 2025-03-11T09:22:16.323Z 0.7 https://feedback.plannrcrm.com/p/email-notification-emails-to-both-clients-and-employees-to-detail 2025-03-10T12:21:22.406Z 0.7 https://feedback.plannrcrm.com/p/nucleus-income-rec-data 2025-03-07T13:28:45.207Z 0.7 https://feedback.plannrcrm.com/p/pensionlabs-integration-loas 2025-03-07T13:20:05.434Z 0.7 https://feedback.plannrcrm.com/p/p1 2025-03-07T13:13:53.003Z 0.7 https://feedback.plannrcrm.com/p/riskdefaqto-data-in-documents 2025-03-07T11:34:42.628Z 0.7 https://feedback.plannrcrm.com/p/adviser-income-report-only-showing-the-gross-fci-figure-received 2025-03-07T10:27:37.611Z 0.7 https://feedback.plannrcrm.com/p/creating-circles 2025-03-06T13:57:43.512Z 0.7 https://feedback.plannrcrm.com/p/make-client-status-field-visible-at-circle-level 2025-03-06T09:37:47.751Z 0.7 https://feedback.plannrcrm.com/p/automation-to-use-review-dates 2025-03-05T14:53:08.153Z 0.7 https://feedback.plannrcrm.com/p/tracker-rate-information-on-a-mortgage-plan 2025-03-05T11:54:07.061Z 0.7 https://feedback.plannrcrm.com/p/notes-ability-to-filter-on-charge-notes 2025-03-05T11:19:56.318Z 0.7 https://feedback.plannrcrm.com/p/amend-fact-find-access-in-bulk 2025-03-05T10:33:27.237Z 0.7 https://feedback.plannrcrm.com/p/remove-clients-from-fact-find 2025-03-05T10:33:25.851Z 0.7 https://feedback.plannrcrm.com/p/non-specific-fact-find-url 2025-03-05T10:33:24.403Z 0.7 https://feedback.plannrcrm.com/p/ability-to-send-fact-finds-to-circle-members-without-an 2025-03-05T10:33:21.085Z 0.7 https://feedback.plannrcrm.com/p/adviser-or-advisor 2025-03-05T10:17:21.586Z 0.7 https://feedback.plannrcrm.com/p/mi-data-for-client-portal-use 2025-03-05T10:17:19.860Z 0.7 https://feedback.plannrcrm.com/p/adding-protection-and-insurance-policies-via-the-factfind 2025-03-05T10:17:18.239Z 0.7 https://feedback.plannrcrm.com/p/adding-property-and-liabilities 2025-03-05T10:17:16.668Z 0.7 https://feedback.plannrcrm.com/p/editing-fact-finds 2025-03-05T10:17:14.736Z 0.7 https://feedback.plannrcrm.com/p/rathbone-valuation-feed 2025-03-05T09:59:25.255Z 0.7 https://feedback.plannrcrm.com/p/push-to-conquest 2025-03-04T14:44:34.104Z 0.7 https://feedback.plannrcrm.com/p/add-businesses-to-a-circle 2025-03-04T13:14:24.843Z 0.7 https://feedback.plannrcrm.com/p/add-trusts-to-circles 2025-03-04T13:14:04.488Z 0.7 https://feedback.plannrcrm.com/p/circle-valuations 2025-03-04T13:12:50.188Z 0.7 https://feedback.plannrcrm.com/p/circles-export 2025-03-04T12:53:23.203Z 0.7 https://feedback.plannrcrm.com/p/circles-feedback 2025-03-04T12:45:28.097Z 0.7 https://feedback.plannrcrm.com/p/circles-importer 2025-03-04T12:35:13.837Z 0.7 https://feedback.plannrcrm.com/p/visual-deceased-indicator-at-circle-level 2025-03-04T09:54:14.100Z 0.7 https://feedback.plannrcrm.com/p/account-switch 2025-03-03T12:03:28.653Z 0.7 https://feedback.plannrcrm.com/p/feedback-on-new-ui-for-formsfactfind 2025-03-03T09:16:44.795Z 0.7 https://feedback.plannrcrm.com/p/circles 2025-02-28T10:24:27.936Z 0.7 https://feedback.plannrcrm.com/p/circles-and-adding-plans 2025-02-27T13:05:59.875Z 0.7 https://feedback.plannrcrm.com/p/smiley-face-bottom-right-of-screen-getting-in-the-way 2025-02-27T12:02:07.139Z 0.7 https://feedback.plannrcrm.com/p/see-when-a-client-last-logged-into-their-portal 2025-02-27T11:48:39.665Z 0.7 https://feedback.plannrcrm.com/p/make-tagsgroups-on-a-circle-apply-to-the-individuals 2025-02-27T11:44:10.561Z 0.7 https://feedback.plannrcrm.com/p/circle-plans-return-whole-value-to-individual-record-would-like 2025-02-27T11:07:13.697Z 0.7 https://feedback.plannrcrm.com/p/review-logs 2025-02-27T10:52:57.428Z 0.7 https://feedback.plannrcrm.com/p/tags-against-a-circle 2025-02-27T09:08:13.651Z 0.7 https://feedback.plannrcrm.com/p/automation-enhancements 2025-02-27T09:01:55.125Z 0.7 https://feedback.plannrcrm.com/p/zoopla-valuation-feed-for-properties 2025-02-26T17:36:20.043Z 0.7 https://feedback.plannrcrm.com/p/automation-emails 2025-02-26T15:23:55.689Z 0.7 https://feedback.plannrcrm.com/p/merge-clients 2025-02-26T15:08:42.888Z 0.7 https://feedback.plannrcrm.com/p/tolerance-for-auto-balancing-expectation 2025-02-13T14:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-move-custom-fields 2025-02-13T11:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/2-factor-authentication-signatures 2025-02-12T14:36:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-name-display-for-clients-with-same-name 2025-02-11T11:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/holdings 2025-02-07T11:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/posterity-ai 2025-02-06T11:54:00.000Z 0.7 https://feedback.plannrcrm.com/p/remove-and-from-csv-statements-specifically-legal-and-general-policy 2025-02-06T11:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/income-reconciliation-alternative-policy-numbers 2025-02-06T11:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/moves-folders-to-cases-in-documents 2025-02-06T11:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-business-events-company-and-trust-advice-showing-as-personal 2025-02-06T11:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/protection-premiums 2025-02-04T12:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/additional-column-in-premium-history-table 2025-01-30T16:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/tp-valuations-addon 2025-01-30T09:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-save-fact-find-snapshot-directly-to-case-file 2025-01-24T09:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/primary-email-address-logic 2025-01-23T15:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/notifications-from-automations 2025-01-23T11:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/different-case-statuses-for-each-case-type 2025-01-21T11:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/notification-previews 2025-01-17T16:05:00.000Z 0.7 https://feedback.plannrcrm.com/p/surrender-value 2025-01-17T12:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-login-notification 2025-01-17T12:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/changing-document-sent-via-conversation 2025-01-15T13:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/bulk-client-messages 2025-01-15T09:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-and-adviser-signatures 2025-01-14T16:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/status-notes-description 2025-01-14T16:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/ex-employees 2025-01-09T09:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/premiums-and-contributions-not-linked 2025-01-08T14:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/filter-to-remove-from-export 2025-01-08T10:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/different-adviser-fee-splits-for-initial-and-ongoing-fees 2025-01-07T16:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/transactions-additional-notes-section 2025-01-02T11:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/dashboard 2024-12-20T10:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/tag-options-in-creation-modal 2024-12-18T11:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/format-painter-tool 2024-12-18T10:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/read-notifications-for-client-conversations 2024-12-18T10:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/employee-roles-permissions-need-a-rework-particularly-for-income-reconciliation 2024-12-17T13:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/copy-documents-from-one-document-folder-to-another 2024-12-17T10:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/annual-allowance-on-client-records 2024-12-16T14:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/toggle-for-show-subtasks 2024-12-11T23:14:00.000Z 0.7 https://feedback.plannrcrm.com/p/automation-exclusions 2024-12-11T15:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/more-detail-on-valuation-history 2024-12-11T12:22:00.000Z 0.7 https://feedback.plannrcrm.com/p/password-rotation 2024-12-10T11:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/transaction-listings-from-quilter 2024-12-09T15:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-notification-email 2024-12-05T14:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-export-a-commission-statement 2024-12-04T08:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/hold-filter-choice-on-provider-statement 2024-12-04T08:54:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-portal-invites-cc-to-adviser 2024-12-03T11:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/exported-time-records 2024-12-03T07:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/right-click-to-open-in-new-window 2024-11-29T16:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/123-or-abc 2024-11-29T14:28:00.000Z 0.7 https://feedback.plannrcrm.com/p/save-button-at-the-top 2024-11-28T12:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-future-policy-dates 2024-11-28T12:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/reporting-improvement-idea 2024-11-27T12:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/documents-of-the-future 2024-11-26T09:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/document-keywords-tags-short-description 2024-11-25T09:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/signature-requests-in-plannr-portal 2024-11-20T08:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/streamlining-aged-debtor-report 2024-11-19T12:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/expenditure-headings 2024-11-18T12:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/notes-and-conversations 2024-11-14T11:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/templiai 2024-11-14T10:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/more-filters-in-client-plan-section 2024-11-08T16:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/fact-find-editing-by-client 2024-11-06T16:54:00.000Z 0.7 https://feedback.plannrcrm.com/p/fintegrate-integration 2024-11-05T12:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/group-permissions 2024-11-05T08:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/time-outs 2024-11-04T12:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/signature-requests-uploadable-pdfs 2024-11-04T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/default-employees-in-new-conversations 2024-10-30T13:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-move-placeholders 2024-10-29T17:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/cloning-documents 2024-10-29T17:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/reduce-spacing-when-no-data-is-pulled-in-by-placeholders 2024-10-29T17:16:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-use-doc-templates-for-1-client-or-2 2024-10-29T17:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/non-specific-goals 2024-10-29T10:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/logged-time 2024-10-28T16:52:00.000Z 0.7 https://feedback.plannrcrm.com/p/conversations-time-stamp 2024-10-28T11:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/go-cardless 2024-10-25T07:36:00.000Z 0.7 https://feedback.plannrcrm.com/p/improved-search-results 2024-10-24T14:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/better-case-filtering 2024-10-22T16:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/option-to-hide-archived-in-search-results 2024-10-22T14:31:00.000Z 0.7 https://feedback.plannrcrm.com/p/email-sync-setup-control-for-firm-admins 2024-10-22T14:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/vulnerable-clients 2024-10-17T14:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/task-order-and-view 2024-10-17T10:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/relationship-filters 2024-10-15T11:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/sms-replies 2024-10-14T09:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/tracking-audit-of-how-long-cases-spend-at-each-status 2024-10-11T07:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/outlook-integration 2024-10-10T14:13:00.000Z 0.7 https://feedback.plannrcrm.com/p/contact-and-preferences-false-positives 2024-10-10T13:37:00.000Z 0.7 https://feedback.plannrcrm.com/p/show-the-clients-adviser-on-the-task-case-title-bar 2024-10-10T13:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/spellcheck-within-plannr-notes 2024-10-09T18:33:00.000Z 0.7 https://feedback.plannrcrm.com/p/task-start-dates-and-time-open 2024-10-09T08:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-portal-individual-plans-toggle 2024-10-09T06:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/document-explorer 2024-10-08T18:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/workflows-assign-to-paraplanner 2024-10-08T14:33:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-portal-email-reminders 2024-10-08T09:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-cc-email-address-on-form-builder 2024-10-03T10:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/convert-prospect-to-client 2024-10-02T14:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/scheduled-transactions 2024-10-02T09:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/sticky-filters-for-documents 2024-09-30T08:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/dependents-middle-names 2024-09-25T13:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/contact-card-to-follow-you-around-the-clients-record 2024-09-25T12:37:00.000Z 0.7 https://feedback.plannrcrm.com/p/business-metric-dashboard-serviced-policies 2024-09-24T18:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/tag-cloud-make-it-easier-to-tag-clients 2024-09-21T13:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/task-view-header-functionality 2024-09-19T16:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/document-builder-track-changes 2024-09-19T14:31:00.000Z 0.7 https://feedback.plannrcrm.com/p/total-number-for-client-list 2024-09-19T11:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/hide-custom-fields-from-users 2024-09-19T10:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/auto-update-client-dashboard-when-an-email-is-sentreceived-tofrom 2024-09-11T14:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-dashboard-recent-activity-username 2024-09-06T08:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/make-headings-static-in-income-rec 2024-09-05T10:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/change-scrolling-and-page-numbers-on-income-rec 2024-09-05T10:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/file-note-links 2024-09-05T09:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/improved-document-search 2024-09-05T09:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/replace-cancel-button-on-notes-with-hide 2024-09-03T09:14:00.000Z 0.7 https://feedback.plannrcrm.com/p/reports-based-on-tags 2024-09-02T14:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/pension-plans-more-info 2024-09-02T09:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/reduce-font-and-spacing-in-task-description-so-more-is 2024-08-30T10:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/functionality-to-clone-factfind-schemas 2024-08-29T13:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-time-to-a-task-new-field-within-the-task 2024-08-29T10:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/valuations-on-equities 2024-08-29T09:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/make-the-opened-at-field-non-mandatory-for-prior-plans 2024-08-29T07:22:00.000Z 0.7 https://feedback.plannrcrm.com/p/allow-filtered-view-of-recent-activity 2024-08-29T05:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/please-can-we-have-the-option-to-turn-off-the 2024-08-28T10:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/company-wide-defaults-for-login-permissions 2024-08-28T08:52:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-name-appearance 2024-08-28T08:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-add-tags-to-cases-as-part-of-an 2024-08-27T16:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/remove-spaces-from-ni-number-on-copy 2024-08-27T16:16:00.000Z 0.7 https://feedback.plannrcrm.com/p/changing-the-standard-personalised-invitation-text-with-a-factfind-request 2024-08-27T15:28:00.000Z 0.7 https://feedback.plannrcrm.com/p/disable-automatic-proper-case 2024-08-27T15:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/mabel-insights-intergration 2024-08-27T11:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-document-id-stamp-on-signed-documents 2024-08-27T09:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/form-submission-export-to-pdfword-doc 2024-08-23T08:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-time-due-field-to-tasks 2024-08-21T15:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/separate-folder-for-inactive-plans 2024-08-21T13:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/joint-signatures-should-be-limited-to-signature-requests-contacts 2024-08-20T10:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/completedarchived-cases-to-fly-away-or-filters-to-allow-completedarchived 2024-08-19T13:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/employment-and-income-linked 2024-08-16T15:29:00.000Z 0.7 https://feedback.plannrcrm.com/p/edit-fact-find-within-fact-find-request 2024-08-16T12:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/document-preview-function 2024-08-14T14:22:00.000Z 0.7 https://feedback.plannrcrm.com/p/consistency-of-naming-categorise 2024-08-14T06:52:00.000Z 0.7 https://feedback.plannrcrm.com/p/at-present-total-wealthau-show-ps99417k-we-want-to-see 2024-08-14T06:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/change-color-scheme-of-the-widgets-on-client-portal 2024-08-14T06:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/embed-internal-forms-in-tasks 2024-08-13T13:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/contact-entities-introducer-firm-and-introducer 2024-08-13T10:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/fundment-platform-client-import 2024-08-12T16:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/notes-visible-to-client-in-portal 2024-08-08T09:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/fe-analytics-integration 2024-08-07T16:28:00.000Z 0.7 https://feedback.plannrcrm.com/p/search-functionality-on-uuids 2024-08-07T10:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/factfind-notes-show-in-snapshop-for-all-sections 2024-08-07T09:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/expectations 2024-08-06T12:13:00.000Z 0.7 https://feedback.plannrcrm.com/p/ff-request-email-using-known-as-placeholder-and-if-not 2024-08-05T12:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/can-task-notes-please-appear-on-the-case-dashboard 2024-08-01T11:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/notifications-from-client-portal-activity 2024-07-31T14:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/tax-thresholds 2024-07-31T07:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-amend-date-stamp-on-note 2024-07-30T10:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-amend-charge-expected-date 2024-07-30T10:14:00.000Z 0.7 https://feedback.plannrcrm.com/p/change-status-to-blue-if-balanced 2024-07-25T15:36:00.000Z 0.7 https://feedback.plannrcrm.com/p/being-able-to-edit-conversations 2024-07-24T14:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-insurer-requirement-ex-smokers-need-date-stopped 2024-07-24T13:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/personalise-unassigned-picture 2024-07-23T15:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/notification-when-client-registers 2024-07-22T16:31:00.000Z 0.7 https://feedback.plannrcrm.com/p/change-colour-of-completed-tasks 2024-07-22T15:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/transaction-totals 2024-07-19T08:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/change-the-hard-coded-welcome-message-in-factfind-intro 2024-07-18T15:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/default-folders 2024-07-18T12:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-team-members-to-conversations-automatically 2024-07-17T14:05:00.000Z 0.7 https://feedback.plannrcrm.com/p/dynamic-forms-and-factfind 2024-07-17T12:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/creating-tagspermissions-rethink 2024-07-15T14:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/view-individual-tasks-in-joint-client 2024-07-05T10:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-filter-in-plan-export-in-our-agency-or-not 2024-06-28T10:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/apple-audio-files-m4a-format 2024-06-26T13:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-portal-login-prepopulate-with-clients-primary-email-address 2024-06-26T11:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-automation-trigger-form-completion 2024-06-26T11:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-attachments-to-the-email-an-account-block-in-automation 2024-06-25T15:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/asset-map 2024-06-25T10:48:28.633Z 0.7 https://feedback.plannrcrm.com/p/p1-integration 2024-06-20T08:31:28.684Z 0.7 https://feedback.plannrcrm.com/p/use-plannr-as-a-bulk-emailer 2024-06-19T14:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/remove-joint-client-contact-unneccesary-duplicate 2024-06-19T11:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/editable-groups-within-workflows 2024-06-19T08:16:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-data-placeholder-functionality-in-notify-account-block-on-automation 2024-06-17T13:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-email-address-should-always-be-a-hyperlink 2024-06-17T07:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/option-to-customise-tolerances-per-provider 2024-06-14T11:28:00.000Z 0.7 https://feedback.plannrcrm.com/p/salutation-enhancement 2024-06-13T13:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-more-assigned-team-members 2024-06-13T10:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/ablity-to-share-a-document-folder-across-joint-clients 2024-06-11T15:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-client-list-to-introduced-by-field 2024-06-10T11:44:00.000Z 0.7 https://feedback.plannrcrm.com/p/invitation-snippets-available-for-client-portal-actions 2024-06-10T11:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/case-ordering 2024-06-07T12:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-facility-to-scan-documents-directly-into-plannr-without-saving 2024-06-07T11:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/custom-fields-ability-to-reorder-move 2024-06-05T15:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/document-template-variations 2024-06-03T15:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/case-search 2024-05-30T14:22:00.000Z 0.7 https://feedback.plannrcrm.com/p/define-custom-portfolios-and-use-in-doc-builder 2024-05-30T12:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/sticky-jointsingle-toggle-in-client-portal 2024-05-24T11:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-business-event-browser 2024-05-23T19:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/auto-update-date-after-automation-runs 2024-05-23T08:37:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-customise-task-statues-so-can-set-certain-ones 2024-05-23T08:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/indexation-of-cover 2024-05-22T22:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/term-type-need-existing-options-plus-term 2024-05-22T22:06:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-selector 2024-05-22T21:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/form-builder-internally 2024-05-16T09:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/arrow-keys-in-dropdowns 2024-05-14T15:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/allowing-clients-to-addupdate-plans-without-a-ff-request 2024-05-14T14:06:00.000Z 0.7 https://feedback.plannrcrm.com/p/option-to-add-plan-to-more-than-one-client 2024-05-10T10:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/expectation-notes 2024-05-09T13:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/from-builder-custom-headings-linked-to-ff 2024-05-08T10:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/document-builder-linked-to-workflows 2024-05-07T14:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/save-and-add-new 2024-05-03T17:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/filter-case-by-group 2024-05-02T14:33:00.000Z 0.7 https://feedback.plannrcrm.com/p/download-enitre-case-for-compliance-checking 2024-04-29T12:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-portal-legend 2024-04-25T11:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/annual-review-report 2024-04-25T10:22:00.000Z 0.7 https://feedback.plannrcrm.com/p/working-on-a-plan 2024-04-24T11:54:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-attach-document-to-specific-task 2024-04-24T09:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/make-working-in-a-plan-more-effective-show-plan-details 2024-04-23T11:29:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-checkboxes-to-tasks 2024-04-23T10:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/notifications-on-reassigning-tasks 2024-04-22T11:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-change-currency 2024-04-22T11:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/expenditure-improvements 2024-04-18T15:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-review-dashboard 2024-04-18T14:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-toggle-client-portal-sections 2024-04-16T09:06:00.000Z 0.7 https://feedback.plannrcrm.com/p/mortgage-brain 2024-04-11T20:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/change-marketing-default 2024-04-05T13:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/be-able-to-see-subtasks-on-the-main-dashboard 2024-04-05T09:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/workplace-plans 2024-04-04T11:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/duplicate-document-templates 2024-04-03T12:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/factfind-reportability 2024-04-03T11:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/form-response-data-aggregation 2024-04-03T09:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/custom-field-against-introducer-contact-record 2024-03-28T09:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/managing-expectations-and-charge-schedules 2024-03-27T09:41:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-see-tasks-that-relate-to-clientplancase-all-under 2024-03-26T11:58:00.000Z 0.7 https://feedback.plannrcrm.com/p/business-protection-on-the-joint-client-portal 2024-03-22T13:36:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-portal-sticky-filter 2024-03-22T13:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/quicker-way-to-update-the-due-date-of-a-task 2024-03-21T21:54:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-action-points-tile-on-client-portal-and-adviser-portal 2024-03-21T10:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-change-the-badge-colours 2024-03-19T15:53:00.000Z 0.7 https://feedback.plannrcrm.com/p/wait-for-trigger-as-a-step-in-automations 2024-03-19T11:14:00.000Z 0.7 https://feedback.plannrcrm.com/p/ifttt-logic-in-automations 2024-03-19T11:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/boolean-logic-in-automation-conditions 2024-03-19T11:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/update-fields-including-custom-fields-in-automationsblueprints 2024-03-19T10:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-business-events-additional-contribution-types-3 2024-03-19T10:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/withdrawals-3 2024-03-19T09:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/out-of-office-replies-for-conversations 2024-03-18T16:32:00.000Z 0.7 https://feedback.plannrcrm.com/p/vulnerability-report 2024-03-18T15:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/configuring-the-dashboard 2024-03-18T12:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/ms365-shared-mailboxes-email-integration 2024-03-13T11:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-numbers 2024-03-13T10:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/option-to-archive-client-when-deceased-or-legacy 2024-03-12T09:05:00.000Z 0.7 https://feedback.plannrcrm.com/p/reconciliation-tabs-in-provider-statements 2024-03-07T14:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/adviser-dashboard 2024-03-04T20:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/time-exports-per-employee 2024-03-04T10:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/network-statement-importing 2024-02-29T15:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-view-previous-notes-in-the-overview-like-we 2024-02-27T13:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-a-from-and-to-date-on-valuation-graph-and 2024-02-23T13:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/fact-find-mi-report 2024-02-22T09:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/business-metrics-dashboard 2024-02-21T11:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/plan-performance-time-periods 2024-02-20T18:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/automationsworkflows-to-allow-reference-to-and-direct-updating-of-missingamended 2024-02-13T13:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/charge-split-update 2024-02-08T11:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/charges-summary-behind-a-client-record 2024-02-02T15:54:00.000Z 0.7 https://feedback.plannrcrm.com/p/one-off-expenditure-items 2024-01-31T20:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/review-dates 2024-01-29T12:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/complaints-register 2024-01-29T12:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/trash-can-and-audit-of-deleted-items 2024-01-29T11:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/mi-segmentation 2024-01-25T14:53:00.000Z 0.7 https://feedback.plannrcrm.com/p/mi-reporting-for-flexible-client-data 2024-01-25T14:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/list-of-rolesdepartments-and-what-members-of-each-can-do 2024-01-24T15:34:00.000Z 0.7 https://feedback.plannrcrm.com/p/issue-exportingimporting-data 2024-01-24T12:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-employment-record-optional-button-to-add-work-address 2024-01-23T13:34:00.000Z 0.7 https://feedback.plannrcrm.com/p/emails-for-introducers 2024-01-23T11:22:00.000Z 0.7 https://feedback.plannrcrm.com/p/more-automation 2024-01-22T15:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/a-visual-cue-to-identify-conversation-sent-and-new-failsafe 2024-01-19T11:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/keyboard-shortcuts-in-plannr-eg-cmde-to-open-editor 2024-01-18T12:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-portal-adding-dashboard-block-to-show-a-limited-view 2024-01-18T12:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/bulk-historic-income-statements 2024-01-18T10:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/remove-x3-defaultplannr-folders 2024-01-18T09:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/reorder-notes 2024-01-16T14:28:00.000Z 0.7 https://feedback.plannrcrm.com/p/for-joint-clients-with-a-shared-email-address-can-comms 2024-01-16T10:22:00.000Z 0.7 https://feedback.plannrcrm.com/p/change-to-the-formatting-of-plannr-emails-to-clients 2024-01-16T10:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-replace-plannr-icon-with-firm-icon-in-notifications 2024-01-16T10:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-view-if-a-client-has-logged-into-their 2024-01-16T10:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-dependants-from-a-dropdown-of-existing-contact-records 2024-01-15T16:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/report-showing-clientplannew-businessfees 2024-01-12T16:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/importexport-fund-holdings 2024-01-12T11:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/charge-schedule-view 2024-01-12T10:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/additional-contact-types 2024-01-11T16:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/update-basic-client-details-non-intuitive-fields-and-labels 2024-01-10T10:22:00.000Z 0.7 https://feedback.plannrcrm.com/p/assign-tasks-to-a-group 2024-01-05T11:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/detailed-time-tracked-export 2024-01-05T11:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/editable-pre-set-tables-in-document-builder 2024-01-05T10:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/rocketbar-extended-search 2024-01-02T14:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-time-to-client 2024-01-02T14:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/whatsapp-business 2023-12-12T09:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/exception-report-income-received-on-closed-charge 2023-12-08T11:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/auto-creation-of-expectations 2023-12-08T11:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/folder-upload 2023-12-07T18:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/autocomplete-in-the-rocket-bar 2023-12-07T18:13:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-extra-filter-for-client-export-tool 2023-12-05T09:58:00.000Z 0.7 https://feedback.plannrcrm.com/p/tax-year-date-date-range 2023-11-29T14:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/automations-trigger-conditions-enhancements 2023-11-27T16:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/automations-trigger-frequency-enhancements 2023-11-27T13:41:00.000Z 0.7 https://feedback.plannrcrm.com/p/tiered-charging-on-income-rec 2023-11-27T13:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-add-days-and-hours-to-delay-automation-block 2023-11-27T13:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/when-uploading-documents-in-a-conversation-option-to-select-from 2023-11-27T13:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/is-it-possible-to-record-an-underwriting-decision-on-a 2023-11-24T15:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/saving-a-task-without-a-date 2023-11-24T11:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/pinned-notes 2023-11-23T14:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/complete-tasks-back-to-case-task-lists 2023-11-23T14:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/improvement-to-document-builder 2023-11-22T16:06:00.000Z 0.7 https://feedback.plannrcrm.com/p/report-for-taxable-vat-fees 2023-11-14T16:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/additional-income-definitions 2023-11-14T09:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/proper-auditing-tools 2023-11-13T13:52:00.000Z 0.7 https://feedback.plannrcrm.com/p/clients-need-to-be-able-to-update-values-of-plans 2023-11-13T11:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/reconcile-income-with-completed-casesreviews 2023-11-10T14:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/mortgage-fact-find-schema-revisions 2023-11-10T12:31:00.000Z 0.7 https://feedback.plannrcrm.com/p/use-of-form-builder-internally-for-checklists 2023-11-09T14:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/staff-timesheet 2023-11-09T10:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-photo-thumbnails-on-accounts 2023-11-02T09:28:00.000Z 0.7 https://feedback.plannrcrm.com/p/transact-income-reconciliation-api-integration 2023-11-01T22:00:07.292Z 0.7 https://feedback.plannrcrm.com/p/email-notifications-to-clients-when-documents-are-uploaded 2023-10-31T12:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/fee-expectations 2023-10-26T16:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/filter-cases-by-tag-and-assigned-adviser 2023-10-23T11:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/pinned-notes 2023-10-23T11:29:00.000Z 0.7 https://feedback.plannrcrm.com/p/date-of-vulnerability 2023-10-23T11:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/hours-and-minutes 2023-10-20T15:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/building-documents-for-multiple-clients 2023-10-20T15:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/auto-upload-built-documents 2023-10-20T14:53:00.000Z 0.7 https://feedback.plannrcrm.com/p/auto-file-emails-by-domain 2023-10-19T08:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/business-submission-wizard 2023-10-19T08:28:00.000Z 0.7 https://feedback.plannrcrm.com/p/send-a-form-to-multiple-clients 2023-10-18T14:06:00.000Z 0.7 https://feedback.plannrcrm.com/p/income-rec-action-button-always-on-show 2023-10-16T10:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/plan-start-date-shown-on-plans-summary-page 2023-10-16T08:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/unmatch-a-whole-provider-statement 2023-10-12T15:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/multiple-clients 2023-10-09T08:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/messagereply-from-client-appears-as-an-instant-email 2023-09-28T10:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/filters-on-business-staff-members-and-group-scheme-members-reports 2023-09-26T10:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/plan-export-filter-by-tag 2023-09-25T13:32:00.000Z 0.7 https://feedback.plannrcrm.com/p/hide-welcome-email-field-in-update-importer 2023-09-21T14:16:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-heading-text-to-sections 2023-09-21T14:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/side-bar-menus 2023-09-20T16:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/aveni 2023-09-20T10:34:00.000Z 0.7 https://feedback.plannrcrm.com/p/fact-find-notes 2023-09-19T12:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-a-task-at-a-firm-level-not-linked-to 2023-09-14T10:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/contact-form-on-website 2023-09-13T20:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/list-of-clients-with-a-tag 2023-09-11T16:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/create-a-task-or-template-conversation 2023-09-11T11:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/export-vunerable-clients 2023-09-08T10:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-add-tasks-to-a-plan 2023-09-07T15:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/view-holdings-on-the-client-portal 2023-09-04T14:28:00.000Z 0.7 https://feedback.plannrcrm.com/p/make-snippets-available-in-tasks 2023-08-30T09:32:00.000Z 0.7 https://feedback.plannrcrm.com/p/income-and-expenditure-total-amounts 2023-08-24T21:33:00.000Z 0.7 https://feedback.plannrcrm.com/p/accountant-and-solicitor-details 2023-08-23T15:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/fund-name-limited-title 2023-08-23T09:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/holdings-in-plans-reporting-options 2023-08-23T09:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/list-of-valuation-and-edi-providers 2023-08-23T07:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/notifications-on-completion-of-tasks-youve-assigned 2023-08-14T14:29:00.000Z 0.7 https://feedback.plannrcrm.com/p/pasting-dates 2023-08-12T21:16:00.000Z 0.7 https://feedback.plannrcrm.com/p/monthly-or-annual-option-and-copy-current-to-future-expenditure 2023-08-04T08:33:00.000Z 0.7 https://feedback.plannrcrm.com/p/form-builder-for-internal-use 2023-08-03T07:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/public-form-submission-notification 2023-08-02T11:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-ability-to-add-more-than-one-phone-numberemail-when 2023-08-01T11:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/introducer-leads-through-the-portal 2023-07-31T15:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/editable-external-links-on-portal 2023-07-31T10:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/joint-clients-toggle-does-not-persist 2023-07-31T09:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/documentsfilin 2023-07-31T08:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/pension-plan-expression-of-wishes 2023-07-31T08:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-links 2023-07-27T14:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-a-individual-plan-to-a-joint-case 2023-07-26T14:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/fact-find-simplify-plan-entries-for-clients 2023-07-26T13:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/complete-fact-find-sections 2023-07-26T13:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/not-being-notified-of-conversation-messages 2023-07-24T13:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-portal-and-email-branding 2023-07-24T13:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/mortgage-plans-adding-valuation-during-creation 2023-07-14T14:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/plans-selling-adviser-3 2023-07-14T14:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/plannr-releases-alert-on-client-portal 2023-07-14T14:37:00.000Z 0.7 https://feedback.plannrcrm.com/p/name-on-client-portal-invite 2023-07-13T20:52:00.000Z 0.7 https://feedback.plannrcrm.com/p/notes-box-required-for-income-section-of-ffind 2023-07-03T16:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-reporting-not-showing-all-email-addresses-for-group-clients 2023-07-03T11:53:00.000Z 0.7 https://feedback.plannrcrm.com/p/mass-update-plans 2023-06-28T10:13:00.000Z 0.7 https://feedback.plannrcrm.com/p/date-moved-into-current-address 2023-06-23T14:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/remove-items-added-by-workflows 2023-06-19T09:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-portal-request 2023-06-19T09:13:00.000Z 0.7 https://feedback.plannrcrm.com/p/nbe-doesnt-show-the-amounts-on-the-front-screen 2023-06-15T11:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/nbe-reporting-tool 2023-06-15T11:54:00.000Z 0.7 https://feedback.plannrcrm.com/p/plans 2023-06-14T12:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-plan-notes-field-to-plan-export-csv-as-a 2023-06-12T08:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/plan-field-name-misleading 2023-06-12T08:37:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-fee-share-expectation 2023-06-09T15:53:00.000Z 0.7 https://feedback.plannrcrm.com/p/premium-history 2023-06-09T15:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/prospective-plans-require-too-much-info 2023-06-09T13:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/make-basic-reporting-available-to-standard-users 2023-06-06T10:37:00.000Z 0.7 https://feedback.plannrcrm.com/p/selling-adviser-fci-based-on-the-net-amount-after-the 2023-06-06T08:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/auto-populate-plan-premium-transaction-from-new-business-event 2023-06-05T11:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-advice-type-selection-to-new-business-register 2023-05-26T09:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/increase-total-units 2023-05-25T13:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/corporate-clients-searching-staff-members 2023-05-23T14:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-title-to-client-core-info-box 2023-05-23T13:22:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-branded-login-pages-portal 2023-05-19T11:41:00.000Z 0.7 https://feedback.plannrcrm.com/p/create-standard-charges-to-1-click-apply-to-a-plan 2023-05-17T14:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/printable-factfind 2023-05-12T10:05:00.000Z 0.7 https://feedback.plannrcrm.com/p/streamlining-joint-plans 2023-05-11T15:58:00.000Z 0.7 https://feedback.plannrcrm.com/p/working-week-task-deadlines 2023-05-11T15:53:00.000Z 0.7 https://feedback.plannrcrm.com/p/plan-valuation-of-ps000 2023-05-11T15:52:00.000Z 0.7 https://feedback.plannrcrm.com/p/deleting-valuations 2023-05-11T15:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/change-task-type-in-workflows 2023-05-11T15:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-an-exclude-from-search-toggle 2023-05-11T15:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/task-counternumber-of-tasks 2023-05-11T13:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/tasks-saving-filters 2023-05-10T15:53:00.000Z 0.7 https://feedback.plannrcrm.com/p/tasks-bulk-reallocation 2023-05-10T10:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/tasks-filter-by-priority 2023-05-10T10:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/automatic-reconciliation-of-bank-statements 2023-05-10T09:36:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-individual-client-plans-to-a-case-under-a-joint 2023-05-05T13:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/using-the-data-imported-in-documents-builder-from-the-add 2023-04-25T16:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/show-known-as-name-in-client-listsearch-results-etc 2023-04-25T10:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/re-direct-to-branded-login-page-when-timed-out 2023-04-25T09:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/record-locking 2023-04-25T09:29:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-client-notifications 2023-04-25T09:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/documents-sort-by-option 2023-04-25T08:58:00.000Z 0.7 https://feedback.plannrcrm.com/p/expand-client-reports-to-include-contact-information 2023-04-24T15:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-lunar-4-weekly-basis-to-income-frequency-dropdown 2023-04-21T15:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/change-the-wording-on-the-do-not-contact-options 2023-04-21T14:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/custom-field-for-multi-selection 2023-04-21T14:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/include-notes-in-reporting 2023-04-21T12:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-notes-to-sub-accounts 2023-04-21T10:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/task-reminders 2023-04-19T11:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/task-priority-not-showing 2023-04-19T10:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/increase-number-of-tasks-shown 2023-04-19T10:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/filter-by-adviser-on-clients-and-plans 2023-04-19T09:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/sharing-data-between-clients 2023-04-18T14:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/is-client-registered-for-portal-indication 2023-04-18T13:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/importexport-groups 2023-04-17T15:58:00.000Z 0.7 https://feedback.plannrcrm.com/p/importexport-tags 2023-04-17T15:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/repeat-tasks 2023-04-17T15:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/group-ing 2023-04-14T09:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/record-terms-of-businessclient-agreements-signed-dates 2023-04-12T13:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/allow-note-and-m4a-files-to-be-uploaded 2023-04-11T15:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-business-events-advice-type-proposal 2023-04-08T08:22:00.000Z 0.7 https://feedback.plannrcrm.com/p/tasks-toggle-earliestlatest 2023-04-05T11:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/plan-transactions-transfer-source 2023-04-05T11:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/recent-activity-dont-duplicate-enties 2023-04-03T12:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/request-for-plans-area-of-plannr 2023-03-30T14:52:00.000Z 0.7 https://feedback.plannrcrm.com/p/not-getting-notifications 2023-03-30T13:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/pop-out-notes 2023-03-29T10:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/customise-employee-department-list 2023-03-29T09:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-ability-to-upload-wordpdf-for-use-in-document-builder 2023-03-28T11:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-data-import-status 2023-03-27T09:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/linking-to-a-charge-expectation-to-a-new-business-event 2023-03-25T12:06:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-business-events-importer 2023-03-25T11:41:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-business-events-additional-contribution-types 2023-03-25T09:41:00.000Z 0.7 https://feedback.plannrcrm.com/p/allow-the-margin-in-template-builder-to-be-changed 2023-03-22T14:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/provider-statement-and-bank-receipt-matching 2023-03-21T12:29:00.000Z 0.7 https://feedback.plannrcrm.com/p/preview-automated-document 2023-03-20T15:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/export-to-word-rather-than-just-pdf 2023-03-15T12:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/signatures-on-uploadable-pdfs 2023-03-15T12:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/form-builder 2023-02-22T10:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/cost-analysis-for-time-spent 2023-02-21T09:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/firm-projected-cashflow 2023-02-10T15:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/professional-indemnity 2023-02-10T14:52:00.000Z 0.7 https://feedback.plannrcrm.com/p/can-internal-conversations-be-linked-to-a-client 2023-01-27T11:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/template-structure-for-multiple-folders 2023-01-16T17:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/set-own-default-filters-for-tasks-across-all-company-users 2023-01-16T15:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/file-types-not-supported 2023-01-13T16:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/community-section-client-portal 2023-01-09T10:34:00.000Z 0.7 https://feedback.plannrcrm.com/p/fee-income-showing-in-wrong-tax-year 2023-01-06T09:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-incomes-repeated 2023-01-04T13:58:00.000Z 0.7 https://feedback.plannrcrm.com/p/payments-and-contribution-transaction-data-confused 2023-01-04T11:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/honours-and-decorations 2023-01-02T16:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/invoice-reference-number 2022-12-20T11:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/view-upcoming-tasks-in-workflows 2022-12-12T10:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/font-used 2022-12-10T19:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/inactive-and-total-wealth 2022-12-09T10:33:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-reply-to-existing-notes 2022-12-05T11:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/when-adding-a-charge-it-lists-the-adviser-that-added 2022-12-02T12:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/when-creating-an-expectation-from-income-rec-need-option-to 2022-12-02T12:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/showhide-closed 2022-11-30T09:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/pinned-views-of-cases-and-tasks 2022-11-30T09:29:00.000Z 0.7 https://feedback.plannrcrm.com/p/transaction-fields 2022-11-29T14:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/importing-valuations-and-double-counting 2022-11-29T11:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/case-start-date-needed 2022-11-29T09:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/scheduled-withdrawal-date-change 2022-11-28T11:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/case-tile-view-firstname-surname-formatting 2022-11-16T14:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/income-frequency-4-weekly-option-required 2022-11-15T14:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/filter-by-multiple-groups 2022-11-11T12:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/should-notes-allow-images-pasted-in-to-them 2022-11-11T11:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/should-images-in-conversations-have-preview-thumbnails 2022-11-11T11:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/editing-mentions 2022-11-11T11:36:00.000Z 0.7 https://feedback.plannrcrm.com/p/mappable-button-for-external-client-files 2022-11-11T11:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/user-permissions 2022-11-03T10:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/workflows 2022-11-01T17:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/triple-valuations-from-transact 2022-10-31T09:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/unable-to-scroll-right-in-charges-and-expectations-section 2022-10-30T20:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/holdings-in-transact-plans 2022-10-25T08:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/platform-based-sipp-as-plan-subtype 2022-10-25T08:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/attach-plan-to-task 2022-10-25T08:16:00.000Z 0.7 https://feedback.plannrcrm.com/p/assign-cases-to-staff 2022-10-25T08:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/aggregate-notes 2022-10-24T15:14:00.000Z 0.7 https://feedback.plannrcrm.com/p/time-log-on-notes 2022-10-24T15:14:00.000Z 0.7 https://feedback.plannrcrm.com/p/custom-fileds-ability-to-re-order 2022-10-24T08:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/custom-fields-on-client-types 2022-10-22T06:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/protection-sa 2022-10-20T23:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/plans-term-in-years-vs-end-date 2022-10-20T23:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/plans-selling-adviser 2022-10-20T22:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/protection-plans-is-in-trust-field 2022-10-20T22:52:00.000Z 0.7 https://feedback.plannrcrm.com/p/retainers 2022-10-20T10:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/unable-to-link-joint-to-business 2022-10-20T10:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/time-reports 2022-10-20T10:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/hierarchical-time-logging 2022-10-20T10:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/some-issues-whilst-doing-data-entry 2022-10-19T15:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/more-filters-needed 2022-10-19T10:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/surname-filters 2022-10-19T10:54:00.000Z 0.7 https://feedback.plannrcrm.com/p/text-to-audio-for-documents-sent 2022-10-19T08:58:00.000Z 0.7 https://feedback.plannrcrm.com/p/condensed-view 2022-10-18T21:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/fields-not-importing-or-updating 2022-10-18T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/changing-plans-go-back-to-clients-plans-screen 2022-10-17T16:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/update-workflow-subtasks-with-parent-task 2022-10-17T16:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/tasks-sticking-when-changing-between-different-cases-client-task-screens 2022-10-17T14:33:00.000Z 0.7 https://feedback.plannrcrm.com/p/when-deleting-a-plan-it-should-take-you-back-to 2022-10-17T14:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/workflow-tasks-not-assigning-to-assigned-adviser-when-run-via 2022-10-17T11:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/completed-task-status 2022-10-17T11:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/no-notifications-in-inbox 2022-10-13T18:44:00.000Z 0.7 https://feedback.plannrcrm.com/p/goals-target-date 2022-10-12T12:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-and-join-accounts-duplicated-on-creation 2022-10-12T09:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/changing-a-case-to-complete 2022-10-11T19:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/dragging-case-between-statuses-is-not-changing-statuses 2022-10-11T19:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/would-like-a-quicker-way-to-view-subtasks 2022-10-11T15:32:00.000Z 0.7 https://feedback.plannrcrm.com/p/edit-multiple-plan-service-charges 2022-10-11T07:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/cant-delete-employees 2022-10-10T19:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/transact-values-double-counted 2022-10-10T19:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/protection-plan-field-changes 2022-10-10T08:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/page-break-is-not-working 2022-10-09T09:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/completed-automations-should-show-which-client-it-was-completed-on 2022-10-09T08:37:00.000Z 0.7 https://feedback.plannrcrm.com/p/2fa-slide-will-shows-on-when-it-is-off 2022-10-09T08:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-add-or-reorder-tasks-in-workflows 2022-10-07T11:44:00.000Z 0.7 https://feedback.plannrcrm.com/p/placeholders-and-fonts 2022-10-07T09:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/create-document-edit-screen-loses-the-template 2022-10-07T09:33:00.000Z 0.7 https://feedback.plannrcrm.com/p/cannot-add-new-telephone 2022-10-07T08:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/unable-to-add-phone-numbers 2022-10-06T13:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/document-builder-not-working 2022-10-06T08:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/country-of-residence-uk-sits-in-the-g-section-for 2022-10-05T12:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/folders-for-snippets-and-templates 2022-10-04T14:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/adviser-income-report-showing-double 2022-10-03T19:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/link-to-partner 2022-10-03T16:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/integer-tried-to-add-pension-value 2022-10-03T12:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/non-uk-phone-numbers 2022-10-02T21:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/not-taken-to-note-when-mentioned 2022-09-30T21:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/tree-view-of-whole-workflow-and-tasks-showing-up-under 2022-09-30T14:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/have-uk-at-the-top-and-split-up-home-nations 2022-09-30T14:53:00.000Z 0.7 https://feedback.plannrcrm.com/p/copy-over-info-for-join-clients 2022-09-30T14:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/show-both-contact-details-on-joint-client 2022-09-30T14:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/workflows-restore-feature 2022-09-30T12:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/ignore-blank-fields 2022-09-30T12:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/auto-tag-with-importer 2022-09-30T12:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-link-cases-and-have-sub-cases 2022-09-30T12:31:00.000Z 0.7 https://feedback.plannrcrm.com/p/create-a-document-template-from-an-existing-document 2022-09-30T12:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/joint-portal-to-show-individual-plans-too 2022-09-30T12:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/dependants-add-plans-to-them 2022-09-30T12:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-names-in-tasks 2022-09-30T11:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/show-actual-dates 2022-09-30T11:57:00.000Z 0.7 https://feedback.plannrcrm.com/p/sorting-clients 2022-09-30T11:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/how-do-i-add-an-lpa-to-clients-number-attorneys 2022-09-30T11:41:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-import-tweaks 2022-09-30T11:36:00.000Z 0.7 https://feedback.plannrcrm.com/p/can-no-longer-enter-a-manual-valuation-of-zero 2022-09-27T08:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/notes-keep-disappearing-and-takes-a-few-refresh-of-pages 2022-09-22T08:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/tasks-need-full-dates-as-cant-distinguish-between-long-term 2022-09-22T08:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/docs-need-dates-next-to-them-and-filed-in-date 2022-09-22T08:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/assets-and-liabilities 2022-09-21T07:32:00.000Z 0.7 https://feedback.plannrcrm.com/p/phone-number 2022-09-21T07:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/updating-joint-clients 2022-09-21T07:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/mass-update-status 2022-09-21T07:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/valuation-of-sub-accounts-through-api 2022-09-20T06:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/sub-accounts-in-pensions 2022-09-20T06:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-see-all-notes-on-a-client 2022-09-16T14:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/on-task-screen-tasks-linked-to-a-case-show-the 2022-09-14T11:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/defined-benefit-pension-in-payment 2022-09-09T09:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/income-categories 2022-09-09T08:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/tags-on-reports 2022-09-09T07:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/can-we-have-a-link-to-reassurred 2022-09-08T10:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/deleting-or-correcting-a-valuation 2022-09-07T14:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/when-completing-a-nested-task-it-takes-you-back-to 2022-09-07T14:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/workflow-designer-left-hand-column-showing-tasks-and-nested-tasks 2022-09-07T13:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/no-option-for-lump-sumone-off-in-benefit-frequency 2022-09-07T12:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/documents-sent-via-conversation 2022-09-06T09:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/forward-emails-directly-to-plannr 2022-09-05T13:00:00.000Z 0.7 https://feedback.plannrcrm.com/p/volume-by-watermark 2022-09-05T09:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/can-pages-stick-instead-of-being-taken-back-to-page 2022-09-05T08:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/moving-through-pages-of-client-names 2022-09-05T08:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/custom-date-field 2022-09-05T08:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/when-adding-factfind-entries-to-joint-clients-its-doubling-the 2022-09-02T15:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-choose-where-doc-builder-saves-a-generated-doc 2022-09-02T09:59:00.000Z 0.7 https://feedback.plannrcrm.com/p/underwriteme-integration 2022-09-01T16:27:00.000Z 0.7 https://feedback.plannrcrm.com/p/successful-imports-still-say-failure 2022-08-30T14:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/lifequote-integration 2022-08-26T13:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/templates-still-not-saving-in-doc-builder 2022-08-25T13:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/unable-to-move-files 2022-08-23T10:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/using-schemas-or-the-admin-area-to-set-ff-expenditures 2022-08-19T11:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/dependents 2022-08-16T11:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/estate-planning 2022-08-12T09:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/add-click-to-map-feature 2022-08-11T11:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/core-info 2022-08-10T21:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/last-and-next-review-date 2022-08-10T21:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/admin-capability-and-also-limit-create-on-fly-to-admin 2022-08-10T10:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/vulnerability-expanded-version 2022-08-09T15:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/image-of-signature-for-users 2022-08-08T08:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/relationships 2022-08-05T07:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/trusts-a-relationship-was-in-place-when-i-had-not 2022-08-05T07:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/task-categories 2022-08-03T18:08:00.000Z 0.7 https://feedback.plannrcrm.com/p/filehaven-document-and-notes 2022-08-03T12:05:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-see-all-notes-at-a-client-level 2022-08-03T10:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/view-all-documents-for-client 2022-08-03T10:34:00.000Z 0.7 https://feedback.plannrcrm.com/p/manually-add-time-to-the-audit 2022-08-02T14:39:00.000Z 0.7 https://feedback.plannrcrm.com/p/total-time-not-same-on-dialogue-and-list 2022-07-29T11:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/cannot-see-all-documents-in-a-client 2022-07-29T09:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/valuations 2022-07-28T15:20:00.000Z 0.7 https://feedback.plannrcrm.com/p/show-description-on-the-main-task-page 2022-07-27T18:14:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-set-task-statuses-in-trello-view 2022-07-27T13:31:00.000Z 0.7 https://feedback.plannrcrm.com/p/personal-details-bank-account 2022-07-26T11:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/updating-factfind 2022-07-25T12:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-an-address-to-a-joint-client-record-does-not 2022-07-21T14:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-assign-tasks-to-assigned-adviser-and-assigned-admin 2022-07-21T09:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/document-builder-folder-rename-and-also-change-output-to-existing 2022-07-21T07:06:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-change-read-write-visibility-at-document-level 2022-07-21T07:05:00.000Z 0.7 https://feedback.plannrcrm.com/p/customisation 2022-07-21T07:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/api-link-to-property-valuation 2022-07-21T07:02:00.000Z 0.7 https://feedback.plannrcrm.com/p/doc-builder-checkboxes 2022-07-20T20:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/headers-and-footers 2022-07-20T20:41:00.000Z 0.7 https://feedback.plannrcrm.com/p/tags 2022-07-20T17:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/clients-own-portal-branding-colours 2022-07-20T10:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/only-joint-plans-shown 2022-07-19T09:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/assets-within-sipps 2022-07-19T08:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/copy-template 2022-07-18T16:07:00.000Z 0.7 https://feedback.plannrcrm.com/p/new-template 2022-07-18T14:55:00.000Z 0.7 https://feedback.plannrcrm.com/p/preview-pdf-needs-a-browser-refresh 2022-07-18T13:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/foldersdocuments 2022-07-14T12:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/email-notifications-that-bring-you-to-the-exact-message-or 2022-07-13T11:58:00.000Z 0.7 https://feedback.plannrcrm.com/p/insignis-cash-solutions-integration 2022-07-13T11:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-dashboard 2022-07-13T11:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/withdrawals 2022-07-12T11:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/pension-projected-pension-income 2022-07-12T10:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/custom-fields 2022-07-11T21:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/clone-then-amend-workflows 2022-07-11T13:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/comentis-or-any-other-providers-similar 2022-07-11T13:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/split-assetsliabilities 2022-07-11T08:36:00.000Z 0.7 https://feedback.plannrcrm.com/p/integrations 2022-07-09T19:58:00.000Z 0.7 https://feedback.plannrcrm.com/p/filters-at-point-of-search 2022-07-08T14:30:00.000Z 0.7 https://feedback.plannrcrm.com/p/outstanding-mortgage 2022-07-08T12:14:00.000Z 0.7 https://feedback.plannrcrm.com/p/document-search 2022-07-08T11:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/domicile 2022-07-08T10:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/view-clients-by-group-by-default 2022-07-08T08:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/ordering-clients-in-groups 2022-07-08T08:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/adding-employment 2022-07-07T17:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/owner-of-dependants 2022-07-07T17:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/copy-address 2022-07-07T17:15:00.000Z 0.7 https://feedback.plannrcrm.com/p/summary-of-triggered-workflows-with-caseclient 2022-07-07T15:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/filters-and-search-save-to-favourites 2022-07-07T08:09:00.000Z 0.7 https://feedback.plannrcrm.com/p/joint-access-feature 2022-07-06T14:54:00.000Z 0.7 https://feedback.plannrcrm.com/p/plans-on-a-client-view 2022-07-06T10:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/mi 2022-07-06T09:52:00.000Z 0.7 https://feedback.plannrcrm.com/p/compare-the-market-or-similar 2022-07-05T13:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/calculators-in-client-portal 2022-07-05T13:25:00.000Z 0.7 https://feedback.plannrcrm.com/p/workflows-3 2022-07-05T12:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/protection-policy-premium-frequency 2022-07-01T15:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/cloud-storage-integrations 2022-07-01T15:33:00.000Z 0.7 https://feedback.plannrcrm.com/p/expenditure 2022-07-01T12:21:00.000Z 0.7 https://feedback.plannrcrm.com/p/mandg-wealth-platform-integration 2022-06-29T22:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/groups 2022-06-29T16:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/admin-account-cannot-be-limited-to-group 2022-06-29T12:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/plot-remaining-balance-of-loan-over-time 2022-06-29T08:24:00.000Z 0.7 https://feedback.plannrcrm.com/p/expenditure-uploads 2022-06-28T15:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/custom-field-order-and-position 2022-06-28T11:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/integration-with-apricityparasols 2022-06-22T10:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/fact-find-sections-and-custom-fields 2022-06-21T09:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/show-task-status-on-my-tasks-page 2022-06-20T08:51:00.000Z 0.7 https://feedback.plannrcrm.com/p/average-time-reporting 2022-06-20T07:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/additional-dashboards-for-users 2022-06-17T15:14:00.000Z 0.7 https://feedback.plannrcrm.com/p/service-levels-and-fee-models 2022-06-17T12:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/api-to-record-client-clicks-and-recently-click-pages 2022-06-17T10:56:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-documents-and-folders 2022-06-17T10:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/search-for-document-says-in-a-client 2022-06-16T14:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/plan-types-and-custom-fields 2022-05-06T12:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/elevate-valuation-feeds 2022-05-06T08:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/valuations-brickwall 2022-05-04T08:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/twenty7tec 2022-04-08T15:13:00.000Z 0.7 https://feedback.plannrcrm.com/p/bespoke-fact-find 2022-03-31T08:11:00.000Z 0.7 https://feedback.plannrcrm.com/p/ability-to-view-client-portal 2022-03-28T12:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/zoom-integration 2022-02-28T21:26:00.000Z 0.7 https://feedback.plannrcrm.com/p/case-description-field 2022-02-24T15:34:00.000Z 0.7 https://feedback.plannrcrm.com/p/solutionbuilder-integrator 2022-02-16T10:54:00.000Z 0.7 https://feedback.plannrcrm.com/p/seccl-integration 2022-02-15T15:04:00.000Z 0.7 https://feedback.plannrcrm.com/p/be-iq-risk-profiler 2022-02-11T16:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/veriphy-integration-for-aml-checks 2022-02-11T14:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/finametrica-integration 2022-02-11T14:14:00.000Z 0.7 https://feedback.plannrcrm.com/p/investment-notifications 2022-02-08T16:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/smartsearch-integration-for-client-id-checks 2022-02-08T15:13:00.000Z 0.7 https://feedback.plannrcrm.com/p/contacts-and-carddav 2022-02-04T08:29:00.000Z 0.7 https://feedback.plannrcrm.com/p/moneyinfo-or-practice-branded-client-mobile-app 2022-02-03T21:40:00.000Z 0.7 https://feedback.plannrcrm.com/p/cpd-log 2022-02-03T21:23:00.000Z 0.7 https://feedback.plannrcrm.com/p/ebi-risk-profiler 2022-02-03T15:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/mi-reporting 2022-02-03T15:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/dynamic-planner-integration 2022-02-02T17:37:00.000Z 0.7 https://feedback.plannrcrm.com/p/buttons-to-trigger-automations-actions-within-the-ui 2022-02-02T12:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/ocr-reader-for-hard-copy-fact-find 2022-02-02T12:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/admin-centre 2022-02-02T09:10:00.000Z 0.7 https://feedback.plannrcrm.com/p/calendar-booking-system 2022-02-01T14:50:00.000Z 0.7 https://feedback.plannrcrm.com/p/ring-central-integration-andor-generic-voip 2022-02-01T14:17:00.000Z 0.7 https://feedback.plannrcrm.com/p/asset-map-integration 2022-02-01T14:12:00.000Z 0.7 https://feedback.plannrcrm.com/p/billing 2022-01-14T09:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/zapier-integrations 2022-01-14T09:03:00.000Z 0.7 https://feedback.plannrcrm.com/p/client-portal-v2-with-valuations-fact-find 2022-01-14T09:01:00.000Z 0.7 https://feedback.plannrcrm.com/p/form-builder-3 2022-01-14T08:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/truth-prestwood-integration 2022-01-10T13:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/fee-payment-collection-integration 2022-01-07T09:18:00.000Z 0.7 https://feedback.plannrcrm.com/p/evalue-pro 2022-01-06T16:19:00.000Z 0.7 https://feedback.plannrcrm.com/p/close-asset-management-valuation-feeds 2022-01-06T15:49:00.000Z 0.7 https://feedback.plannrcrm.com/p/pershing-valuation-feeds 2022-01-06T15:48:00.000Z 0.7 https://feedback.plannrcrm.com/p/wealthtime-valuation-feeds 2022-01-06T15:47:00.000Z 0.7 https://feedback.plannrcrm.com/p/fundment-valuation-feeds 2022-01-06T15:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/royal-london-valuation-feeds 2022-01-06T15:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/aj-bell-valuation-feeds 2022-01-06T15:46:00.000Z 0.7 https://feedback.plannrcrm.com/p/advance-by-embark-formally-zurich-valuation-feeds 2022-01-06T15:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/true-potential-wealth-platform-valuation-feeds 2022-01-06T15:45:00.000Z 0.7 https://feedback.plannrcrm.com/p/seven-investment-management-valuation-feeds 2022-01-06T15:44:00.000Z 0.7 https://feedback.plannrcrm.com/p/standard-life-wrap-valuation-feeds 2022-01-06T15:44:00.000Z 0.7 https://feedback.plannrcrm.com/p/parmenion-valuation-feeds 2022-01-06T15:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/praemium-valuation-feeds 2022-01-06T15:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/raymond-james-valuation-feeds 2022-01-06T15:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/old-mutual-wealth-valuation-feeds 2022-01-06T15:43:00.000Z 0.7 https://feedback.plannrcrm.com/p/hubwise-valuation-feeds 2022-01-06T15:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/novia-valuation-feeds 2022-01-06T15:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/fusion-wealth-benchmark-valuation-feeds 2022-01-06T15:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/investcentre-aj-bell-valuation-feeds 2022-01-06T15:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/james-hay-valuation-feeds 2022-01-06T15:42:00.000Z 0.7 https://feedback.plannrcrm.com/p/ascentric-valuation-feeds 2022-01-06T15:41:00.000Z 0.7 https://feedback.plannrcrm.com/p/embark-valuation-feeds 2022-01-06T15:41:00.000Z 0.7 https://feedback.plannrcrm.com/p/aegon-retirement-choice-valuation-feeds 2022-01-06T15:41:00.000Z 0.7 https://feedback.plannrcrm.com/p/aegon-platform-valuation-feeds 2022-01-06T15:38:00.000Z 0.7 https://feedback.plannrcrm.com/p/timeline-integration 2022-01-06T14:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/cashcalc-integration 2022-01-06T14:35:00.000Z 0.7 https://feedback.plannrcrm.com/p/voyant-integration 2022-01-06T14:06:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/rocket-improved-enriched-vulnerability-fields-now-live-in-plannr 2026-04-02T09:54:19.755Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-new-conditional-fields-are-live-in-plannr 2026-04-01T06:31:44.821Z 0.7 https://feedback.plannrcrm.com/en/changelog/mega-new-recurring-tasks-and-a-settings-area-refresh 2026-03-10T10:43:39.571Z 0.7 https://feedback.plannrcrm.com/en/changelog/live-integration-with-qwil-is-now-available-in-the-plannr 2026-03-03T13:50:54.081Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-new-wealth-portal-by-plannr-mobile-app-is-now 2026-03-02T10:21:23.662Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-my-reviews 2026-02-05T12:47:54.637Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-linked-policy-numbers-in-income-reconciliation 2026-02-05T12:45:37.180Z 0.7 https://feedback.plannrcrm.com/en/changelog/update-fundment-data-feed-resolution 2026-01-28T16:19:27.682Z 0.7 https://feedback.plannrcrm.com/en/changelog/improvements-automation-statuses-and-log-out-expiry 2025-12-11T13:56:50.660Z 0.7 https://feedback.plannrcrm.com/en/changelog/three-new-releases-today-portal-filters-income-rec-filters-and 2025-11-27T12:23:46.110Z 0.7 https://feedback.plannrcrm.com/en/changelog/abrdn-have-their-vowels-back 2025-11-17T21:27:23.889Z 0.7 https://feedback.plannrcrm.com/en/changelog/art-portal-branding-is-now-live-in-plannr-rocket 2025-11-06T14:24:21.686Z 0.7 https://feedback.plannrcrm.com/en/changelog/improvement-client-export-now-includes-age-and-aum-figures 2025-10-30T15:52:26.191Z 0.7 https://feedback.plannrcrm.com/en/changelog/improvement-circles-portal-view-now-includes-goals 2025-10-30T11:31:20.870Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-integration-with-zerokey-now-live-rocket 2025-10-30T09:22:03.502Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-system-generated-email-management 2025-10-24T09:50:44.417Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-inflows-and-outflows-in-wealth 2025-10-24T08:02:21.509Z 0.7 https://feedback.plannrcrm.com/en/changelog/more-filters 2025-10-03T14:16:14.101Z 0.7 https://feedback.plannrcrm.com/en/changelog/vreturn-of-the-contact-search-bar-and-in-circles-too 2025-09-23T15:06:10.476Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-new-filter-view 2025-09-22T09:06:20.615Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-click-to-copy-now-live 2025-09-19T14:28:02.604Z 0.7 https://feedback.plannrcrm.com/en/changelog/abacus-it-all-adds-up-expenditure-totals-now-live 2025-09-19T13:13:41.942Z 0.7 https://feedback.plannrcrm.com/en/changelog/fire-improved-audit-logs-in-plannr 2025-09-17T11:18:58.664Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-circles-access-and-plan-visibility-in-the-client-portal 2025-08-27T07:35:50.890Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-new-case-assignment-and-more-rocket 2025-08-13T11:23:10.186Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-new-corporate-fields-in-your-business-client-records 2025-07-24T11:36:53.705Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-new-integration-with-smartsearch-is-now-live-rocket 2025-07-09T09:03:52.635Z 0.7 https://feedback.plannrcrm.com/en/changelog/rocket-introducing-webhooks-in-plannr 2025-07-03T14:45:29.123Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-new-transact-account-opening-in-now-live-in-plannr 2025-06-30T08:45:38.706Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-auto-assigning-tasks-to-paraplanners-in-workflows 2025-06-25T08:52:08.056Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-new-bank-account-recording-in-plannr 2025-06-24T11:41:03.684Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-plan-sub-types-editable-in-plan-details 2025-05-21T08:08:50.280Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-new-legal-and-general-edi-is-now-live 2025-05-20T11:35:04.890Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-live-integration-with-advisoryai-now-available-in-the-addon 2025-05-12T10:22:31.192Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-personal-api-access-is-now-even-more-access-ible 2025-04-25T12:57:30.854Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-standard-life-valuation-feed-now-available 2025-04-16T15:08:09.376Z 0.7 https://feedback.plannrcrm.com/en/changelog/barchart-new-valuations-report-chartwithupwardstrend 2025-04-07T14:00:07.432Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-new-private-and-public-notes-functionality 2025-04-01T12:07:54.876Z 0.7 https://feedback.plannrcrm.com/en/changelog/fixed-percent-ownership-values-on-the-portal 2025-03-28T16:03:06.496Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-integration-with-be-iq-is-now-live 2025-03-21T07:57:12.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/plan-feature-pages-now-live 2025-03-14T17:01:59.139Z 0.7 https://feedback.plannrcrm.com/en/changelog/more-case-filters-export-options 2025-03-12T09:10:53.316Z 0.7 https://feedback.plannrcrm.com/en/changelog/circles-now-including-trusts-businesses 2025-03-07T14:18:56.711Z 0.7 https://feedback.plannrcrm.com/en/changelog/legacy-joint-client-data-now-visible-from-within-a-circle 2025-03-03T17:43:44.877Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-portal-20-and-factfind-20 2025-02-28T15:30:00.043Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-circles-is-here-plus-a-few-sneaky-extras 2025-02-26T19:30:00.065Z 0.7 https://feedback.plannrcrm.com/en/changelog/we-have-a-new-and-improved-feedback-tool 2025-02-26T16:38:49.048Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-transaction-data-from-raymond-james 2025-02-03T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-live-integration-with-4admin-rocket 2025-01-06T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-live-integration-with-james-hambro 2024-12-24T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-client-impersonation-eyes 2024-12-11T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/charges-v2-going-live 2024-11-25T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-subtask-view-in-the-task-kanban-board 2024-11-20T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-live-quilter-integration-now-available 2024-10-15T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-impersonations 2024-09-24T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improvement-income-start-and-end-dates 2024-09-24T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/rotatinglight-reminder-plannr-offline-tonight-between-9pm-and-11pm-monday 2024-09-23T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-integration-lgt-wealth-management-is-now-live 2024-09-23T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/rotatinglight-scheduled-server-maintenance-monday-23-sep-9pm-11pm-rotatinglight 2024-09-18T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-plan-navigation-and-joint-logins 2024-09-16T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-spellchecking-on-document-builder 2024-09-13T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-re-ordering-custom-fields-is-now-live 2024-09-11T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/edi-update-lv-is-live 2024-08-15T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-new-integration-paraplanning-online-now-live 2024-08-08T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-integration-saturn-ai 2024-08-08T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-live-new-integration-with-transact-automated-remuneration-statements 2024-08-08T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-smoother-logins 2024-07-30T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/edi-update-scottish-widows-is-live 2024-07-29T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/tada-live-new-integration-with-genovo 2024-07-26T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/live-new-integration-with-ateb-suitability 2024-07-25T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/content-streams-is-launched 2024-07-25T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-feature-form-builder-but-for-your-business 2024-07-25T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-get-directions-via-google-and-more-fact-find-blocks 2024-07-15T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-tasks-importer 2024-07-15T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/edi-update-3-additional-providers-going-live 2024-07-05T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-mandg-wealth-and-ssandc-hubwise-valuation-feeds-chartwithupwardstrend 2024-07-04T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-bulk-actions-on-tasks 2024-07-01T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-income-reconciliation-rerun-auto-reconciliation 2024-06-27T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-pinned-notes-more 2024-06-27T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-search-results-mag 2024-06-26T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-client-plans-section-sticky-filters-and-other-improvements 2024-04-24T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-tasks-additional-list-view-option-within-the-my-tasks 2024-04-23T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-client-portal-login-options-and-welcome-email-branding 2024-04-18T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-client-plans-interface 2024-04-05T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/update-revenue-analysis-based-on-receipts 2024-04-05T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-automation-engine-features-are-live 2024-03-08T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-client-navigation-easier-joint-clients-and-income-reconciliation-time 2024-03-08T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/various-improvements-2 2024-02-23T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/edi-is-live 2024-02-14T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-provider-statement-and-bank-statement-uploads 2024-01-25T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-ability-to-clone-workflows 2024-01-18T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-case-status-totals 2024-01-05T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-doc-builder-version-3-is-live 2024-01-03T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-workflow-builder-interface 2023-12-22T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-charges-export-and-charges-import 2023-12-21T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-client-and-plan-exports 2023-12-14T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-client-document-visibility 2023-12-14T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-chunked-exports-now-working 2023-12-12T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-provider-sync-logs 2023-11-29T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-contract-enquiry-valuations-from-royal-london 2023-11-28T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-premium-history 2023-11-28T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-tasks-export 2023-11-09T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-meeting-booking-links 2023-11-09T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-tasks-v2 2023-11-09T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-notes-importer 2023-11-08T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-notes-exporter 2023-11-08T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/importers-v2 2023-10-26T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-email-and-notification-automation-blocks-tada 2023-10-25T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-income-reconciliation 2023-10-03T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-cases-exporter 2023-10-02T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-notifications-2 2023-09-25T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-notes 2023-09-18T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-ability-to-clone-automation-blueprints 2023-08-25T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-ability-to-clone-document-templates 2023-08-25T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-wrap-plans-and-child-plans 2023-08-25T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-raymond-james-novia-7im-and-wealthtime-are-live 2023-08-24T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-ability-to-view-any-files-uploaded-to-conversations-cases 2023-08-24T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-actual-vs-estimate-report 2023-08-24T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-parmenion-valuation-feeds 2023-08-24T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-revamped-ui-and-navigation 2023-08-03T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-additional-filters-displays-and-functions-on-reports-and-report 2023-07-25T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-ability-to-add-sub-schemes-to-a-group-scheme 2023-07-25T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-rmar-section-k-detailed-report 2023-07-24T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-key-business-metrics-chartwithupwardstrend 2023-07-19T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-revenue-analysis-based-on-receipts 2023-07-17T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-collated-notes-now-live 2023-07-17T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-form-builder-is-now-live 2023-07-14T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-stopwatch-timer-entries 2023-07-07T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-income-reconciliation-auto-match-defaults-and-provider-statement-uploads 2023-07-05T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-ability-to-set-default-folders-on-plans 2023-07-03T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/update-new-business-events-additional-features-added 2023-07-03T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-its-now-easier-to-add-time-entries-to-cases 2023-07-03T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-aged-debt-report-now-available 2023-07-03T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/finer-controls-on-employee-deletion-rights 2023-06-28T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/launched-new-accounts-functionality-and-revamped-portals 2023-06-22T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/when-deleting-a-plan-it-should-take-you-back-to 2023-06-22T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/when-saving-a-plan-the-focus-remains-on-a-clients 2023-06-22T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/icymi-weve-been-invested-in-by-fintel-labs 2023-06-21T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/updated-expenditure-has-been-released-tada 2023-06-19T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/fixed-cases-kanban-view 2023-05-05T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/various-improvements-and-fixes 2023-04-26T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improvement-more-context-when-searching-files 2023-04-05T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-plans-page-header 2023-03-31T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-plan-list-panels 2023-03-30T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-new-business-event-export-and-report-now-live 2023-03-29T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/improved-client-create-update-form 2023-03-27T11:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/branded-digest-emails-now-live 2023-03-23T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-session-expiry-alert 2023-03-23T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-business-events-are-now-live 2023-03-16T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/dashboard-tidy-ups 2023-03-15T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/uk-is-now-at-the-top-of-the-nationality-list 2023-03-14T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/new-and-improved-dashboard 2023-03-14T12:00:00.000Z 0.7 https://feedback.plannrcrm.com/en/changelog/task-redirection 2023-03-13T12:00:00.000Z 0.7