Adding a Case
From any page in Plannr, select the Cases tab.
From here, choose Add New. The following modal will then appear.
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Add in the case details, including the Name and the Clients involved in the case.
Select Save when completed.
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Once saved, you'll be taken straight to the new case page!
From here, choose Add New. The following modal will then appear.
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Add in the case details, including the Name and the Clients involved in the case.
Select Save when completed.
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Once saved, you'll be taken straight to the new case page!
Updated on: 06/10/2023
Thank you!