To convert an existing non-integrated plan into an integrated plan you will, in the first instance, need to ensure that the client to whom the plan belongs ...

Our two-way integration with Plannr provides the ability for users to: Create a report quickly and efficiently by pulling client and plan data from Pla...

Yes you can, and this is potentially extremely powerful as it provides the opportunity to extend our integration with Plannr even further! Using Plannr'...