• Adding a Case

  From any page in Plannr, select the Cases tab. From here, choose Add New. The following modal will then appear. Add in the case details, including the Name and the Clients involved in the case. Select Save when completed. Once savedSome readers

• Filtering Cases

  When searching on the Cases page, there are a variety of filters you can use to narrow down your results. Selecting More Filters gives the following advanced options for filtering: Firstly, you can choose to filter by contact. NFew readers

• Editing Case Participants

  Once you've made your Case in Plannr, you may want to edit the participants. Go to the Case you wish to edit. Select Actions. From the dropdown menu that appears, select Manage Clients. From the modal that appears, you can see all existing Case Participants and remove them via the red bin icon. You can add new clients to the Case by preFew readers