Plannr Technologies Limited

How do I add and manage income records for a client in Plannr?

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Clients

Business Client Fields

Staff Members

Learn how to set up your business clients in Plannr

Business Clients

Creating a circle

Fact find access controls

Working with your circles and giving them the correct circle portal access

Portal Logins for Circles

How can I filter circles by adviser in Plannr?

Circles

Adding client documents

Audits

Client portal access

Creating a client

Creating and viewing client goals

Creating relationships

Explaining the types of client records

Impersonating a client

Managing client details

Managing duplicate client records

Client Vulnerability

General options for managing clients in Plannr

General

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