Case Options
Case Statuses
In Plannr you have the ability to create Case Statuses which appear next to the case name. These statuses can help you organise clients and can be updated at any time. Navigating to Case Statuses Go to the Settings tab from the left hand side menu and select Case Options (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-11-aFew readersCase Types
In Plannr, you can customise your Case Types. To do this, go to the Settings tab from the left hand menu and select Case Options. From here, select Case Types. Here you can see all your current case types! (https://storage.crisp.chat/users/helFew readers
Expenditure
Completing a Client's Expenditure
More information on Expenditure can be found here. To view expenditure from a client’s page, go to Personal Details and then Expenditure. Here you can record the client’s expenses for each field. The tabs at the top allow you to switch between different life stages. Joint Clients For joint clients, you have three columns for each field. You can either record thFew readersExpenditure
Plannr allows you to customise your expenditure to help with cashflow modelling. Setting Up Expenditure The Expenditure section can be found by going to the Settings tab. From here, you can either edit the Life Stages or the Expenditure Structure. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-12-at-1012561wbrwy7.Few readers
Factfind Schemas
Creating a Factfind
Factfind is a feature that allows you to send a client a form for them to fill in. The information they input will be automatically added to the appropriate section on the client’s account. Select Factfind Schemas under the Settings section from the menu on the left. Select Add New to create a new schema. Enter a name for the schema that will be used when choosSome readersEditing a Factfind
After sending a Factfind to a client, you may find the need to edit it after the client has submitted. Go to the Contacts tab from the left hand side menu. Select the client with the factfind you need to change. Click on the Work tab to bring up the following options. Select Factfind Requests. (https://storage.crisp.chat/users/helpdesk/website/bdf40aFew readersFactfind Sections
There are various sections you can select to make up your bespoke Factfind. More information on Factfinds can be found here When you send a factfind request, the client received this notification. Clicking on view brings up the factfind with the selected sections. Below are the input forms your client sees for each section. 1. Basic Details:Some readersFinding Factfind Info
Once a client has completed a Factfind they are sent, the information inputted will be applied to their client profile. This guide will detail where to find the information from each section of the Factfind. More information on Factfinds can be found here Overview Select the Contacts option from the left side of any screen in Plannr. Select the desired client and click on their name to bring up their profile. (https://storageFew readersJoint Factfinds
Factfinds can be sent to joint clients to collect both clients' information in one! Further information on creating a factfind can be found here. Sending a Joint Factfind As with individual factfinds, sending a joint factfind is simple! From inside your joint client: Select add new. Choose new factfind request.Few readersSending a Factfind Request
Once you've created a Factfind, it's time to sent it to a client to fill out! More information on creating a Factfind is available here. Go to the relevant client and select Add New From the dropdown list that appears, select Factfind Request This brings up the following modal: Select the Client using the dSome readers
Groups
Adding a Group
Groups can be used to categorize individuals in Plannr. To add a group, go to the Settings tab and select Groups. Here you can see all your existing groups. To add a new one, select Add new group from the top right. (https://storagSome readersAdding People to a Group
Adding people to a Group in Plannr is easy! More information on Groups can be found here. From the Individual’s page To add an individual to a Group from their page, go to Actions and select Update Basic Details. From here, click on Service then you can update which Groups the individual is in. Remember toFew readers
Mailboxes
Email Integration
In Plannr, you can store and sort your emails from clients easily. To watch a quick video of the integration, click here. Mailboxes Your Mailbox can be found in the Settings area of Plannr, and here you will see all the mailboxes that are currently linked to this site. More inPopularEmail Integration - Setting up your Mailboxes
We now have email integration Version 1. This guide will show you how to set this up. Setting up your Mailboxes Go to the Mailboxes from the Settings tab. From here, select *Add new and choose the appropriate Mailbox type: Clicking this brings up the followingSome readers