Planner Enhancement

Planner invitation email needs work
When you request permission to access a persons' account using the Planner, it generates an email. …

Question Closed OLoughlinMichael 23 views 0 comments 2 points Started by OLoughlinMichael June 26, 2023 General Questions
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Consultant Planner
The planner doesn't seem to work as it did previously. The link to copy is the same from the Easy I…

Active Closed JanTropp 112 views 0 comments 1 point Started by JanTropp January 28, 2023 Suggest an Idea
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Planner/Dashboard: Research/Conclusions Log
What are you trying to accomplish? Why? Can we get a default Plan/document template - Research Log …

Active Closed genthusiast 405 views 3 comments 1 point Most recent by genthusiast December 28, 2022Suggest an Idea
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Planner email requesting permission needs a wording change
When a person receives the email requesting permission for a Consultant to access their FS Acccount…

Active Closed OLoughlinMichael 284 views 3 comments 2 points Most recent by Julia Szent-Györgyi December 6, 2022Suggest an Idea

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