John Bowden

Upvoted Bulk Client Messages Upvoted More (Moar!!) "if" options for situational custom fields Upvoted Log out Page formatting not clear Upvoted Email syncing Upvoted Automation emails Upvoted Plannr Message Hub to replace Conversations Upvoted Notes & Conversations Upvoted Change to the formatting of Plannr emails to clients Upvoted Conversation confusion for clients leads to..Upvoted Zoopla Valuation Feed for Properties.Upvoted Fixed Assets - Home - On Fact Find Upvoted Ownership of mortgage plans and property - joint and tenants in common Upvoted Lasting Power of Attorney / Relationships Upvoted Joint Protection Policies Upvoted Creating Tags/Permissions rethink Upvoted Tag cloud - make it easier to tag clients Upvoted Conversation wording Upvoted Dependants Upvoted Add an 'Under Advice' filter to Plans Upvoted Being able to edit conversations Upvoted Client Names in Portal Upvoted Mabel Insights Intergration Upvoted Client portal invites cc to Adviser Upvoted Status Notes Description Upvoted Client review "dashboard"Upvoted Can Task Notes please appear on the Case dashboard?Upvoted Repeat Tasks Upvoted Recurring Tasks Upvoted Ability to amend date stamp on note Upvoted Conversations time stamp