It would be helpful if we could filter the plans in the Client Plan area with the same/similar filters in the main plan area. I cannot filter by tags for example.
It would also be useful to be able to filter plans where we do/don't have agency.
Curtis Berry
•
Sep 11, 2025
Having spoke to the Plannr team about this, I think this can become a really useful distinction in the Plannr portal.
Plans that are listed as “Not Under Advice” should be able to be updated by clients with write access.
This would allow them to update values to their savings or personal investments without the need of a fact find and should prevent them from amending the wrong plan.
Curtis Berry
•
Aug 29, 2025
This would be really nice, especially when looking at the client portal as it would help distinguish from Cash/Savings Account’s clients may have added that don’t auto update
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Comments3
Maikay Davey
May 29
•Merged request
•2 votes
More Filters in Client Plan Section
It would be helpful if we could filter the plans in the Client Plan area with the same/similar filters in the main plan area. I cannot filter by tags for example.
It would also be useful to be able to filter plans where we do/don't have agency.
Curtis Berry
Sep 11, 2025
Having spoke to the Plannr team about this, I think this can become a really useful distinction in the Plannr portal.
Plans that are listed as “Not Under Advice” should be able to be updated by clients with write access.
This would allow them to update values to their savings or personal investments without the need of a fact find and should prevent them from amending the wrong plan.
Curtis Berry
Aug 29, 2025
This would be really nice, especially when looking at the client portal as it would help distinguish from Cash/Savings Account’s clients may have added that don’t auto update