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Guides on configuring your Plannr settings!
By Gareth
1 author
23 articles
Verifying your FCA Number
Cases
Case Types
Case Statuses
Client Statuses
Client statuses
Custom Fields
Custom field settings
Folders
Default folder structure
Default 'pseudo' Folders
Expenditure
Setting up your expenditure
Fact finds
Creating a fact-find schema
Editing a fact find
Fact find sections
Finding fact find information
Joint fact finds
Sending a fact find request
Sending a fact find to a circle
Groups
Adding a group
Adding people to a group
Email Integration
About our email integration
Setting up your mailbox
Security
Restricting access by IP
Tags
Customising your tags
Tasks
Task Statuses
Workflows
Setting up workflows