Notes
Incoming changes to Plannr with reference to Circles have been mentioned in this article, in readiness for the release date.
On a client or Circle’s dashboard there is a notes area. You can add notes to keep on top of everything i.e. making note of a call or meeting minutes.
Clicking into this box allows you to enter in your message, including mentioning colleagues with the @ symbol to notify them of an update to the record. When ready, press the green send icon.
There are four different types of notes, indicated by these symbols:
In order, they are a general note, a phone call, email and a meeting. This allows you to categorise the type of note.
You can make notes in a variety of different places in Plannr, including on Plans, Cases, Tasks and Risk Assessments. These notes are collated at a client or Circle level on the client or Circle dashboard. Under each note, you can see the location of the note e.g. ‘Board Task / Book Meeting With Client’.
Notes can be edited or deleted by anyone in your firm by hovering over the note and selecting either the pen or the bin icon respectively.
You can filter by both note type and note location.
The possible note types are as above, and the possible note locations are:
Client
Task
Case
Risk
Plan
You can use a combination of these to narrow down your notes so you see exactly what you need. To remove the filters, simply click the x on the remove filters button that appears.
Notes added to client records and plans will be visible within a Factfind request to the client and a Factfind Snapshot. Notes within cases and tasks are not visible to the client.
On a client or Circle’s dashboard there is a notes area. You can add notes to keep on top of everything i.e. making note of a call or meeting minutes.
Clicking into this box allows you to enter in your message, including mentioning colleagues with the @ symbol to notify them of an update to the record. When ready, press the green send icon.
Note Types
There are four different types of notes, indicated by these symbols:
In order, they are a general note, a phone call, email and a meeting. This allows you to categorise the type of note.
You can make notes in a variety of different places in Plannr, including on Plans, Cases, Tasks and Risk Assessments. These notes are collated at a client or Circle level on the client or Circle dashboard. Under each note, you can see the location of the note e.g. ‘Board Task / Book Meeting With Client’.
Notes can be edited or deleted by anyone in your firm by hovering over the note and selecting either the pen or the bin icon respectively.
Filtering Notes
You can filter by both note type and note location.
The possible note types are as above, and the possible note locations are:
Client
Task
Case
Risk
Plan
You can use a combination of these to narrow down your notes so you see exactly what you need. To remove the filters, simply click the x on the remove filters button that appears.
Notes added to client records and plans will be visible within a Factfind request to the client and a Factfind Snapshot. Notes within cases and tasks are not visible to the client.
Updated on: 19/02/2025
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