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Freemium user requests

Category

      • NDIS
      • Calendar
      • Invoicing
      • Add-ons
      • Communications
      • Dashboard
      • Clinical
      • Client Details
      • Secure Messaging
      • Mobile
      • Users
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      • Technical
      • Letter Writer
      • Onboarding
      • Client Portal
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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
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
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
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