coreplus logo
coreplus
Create
Log in
Home
Feedback
Freemium user requests
88
Changelog
Log in to your coreplus account to give feedback

    Boards

  • Idea Request

  • Freemium user requests

Powered by Canny

Freemium user requests

Client tags for reporting
Ability to assign multiple tags per client profile for reporting purposes (ie, more than one client group at a time)
0
·
Reports
KPI Report: Number of referrals
Reason: To be able to gain some insight on the number of referrals that are obtained within a date range. Conversation: Demo Journey | Name | Occupation: Pre - Trial | James Benbow | Consultant
0
·
Reports
Report: Referral Expiry
Reason: To see which clients have a current referral which will be expiring soon. Conversation: https://intracore.zendesk.com/agent/tickets/205798 (and this came up during demo) Journey | User name | Occupation: Trial | John Levy | Multi-D
1
·
Reports
Powered by Canny