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In the Consultant Planner, how do I view the recents for the person I'm helping?

ShellyR Leavitt1
ShellyR Leavitt1 ✭
January 9, 2024 edited September 26, 2024 in Family Tree

In the Consultant Planner, how do I view the recents for the person I'm helping?

I merged some people while using the consultant planner to help my husband. After logging out, I realized I'd made a mistake so I need to unmerge. I cannot remember the person's info to share it.


I thought I knew the name but don't see it on my recents or in his using the Consultant Planner.


Please help!


I know one of the last names of the female was Allen.

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  • Consultant Planner
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Answers

  • Shauna Longstaff
    Shauna Longstaff ✭
    January 10, 2024 edited January 10, 2024

    I found recents while signed in through the planner. You have to be on a family tree page other than the fan chart. Though when I tried to use it, I could not get any results. I agree recents is helpful in following the person you are helping.

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