Plannr Technologies Limited

Verifying your FCA Number

Learn how the Plannr webhooks feature works, as well as integrating to apps like Zapier!

Webhooks

Personal Access Tokens

Gareth Thompson

Zoe Bennett

Abi Hortin

Guides on configuring your Plannr settings!

Settings

Case Types

Case Statuses

The ability to set your firm defaults when it comes to task completion within a case.

Task Defaults in Cases

Cases

Client statuses

Client Statuses

Custom field settings

Custom Fields

Default folder structure

Default 'pseudo' Folders

Guides for setting up default folder structures

Folders

Setting up your expenditure

Guides on how to tailor expenditure sections

Expenditure

Creating a fact-find schema

Editing a fact find

Fact find sections

Finding fact find information

Sending a fact find request

Sending a fact find to a circle

How can I complete a fact find on behalf of a Client?

Generating a Fact Find Snapshot

Articles on setting up your business fact finds. 

Fact finds

Adding a group

Adding people to a group

Groups

About our email integration

Setting up your mailbox

Email Integration

Restricting access by IP

Security

Customising your tags

Task Statuses

Task Visibility under a Case & Troubleshooting

Learn to configure your task boards in Plannr

Tasks

Setting up workflows

Learn how to set up reusable task lists (called workflows) in plannr

Workflows

Create a custom design with text, images, and links

Visit our website

Visit our community

Find answers and get help from Intercom Support and Community Experts

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