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Status Planned
Categories Client Management
Created by Jane Rigley
Created on Feb 9, 2024

Reports Feature

It would be really useful to be able to pull off various reports, such as clients risk assessment score, or those which are approaching expiry etc.

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    Rob Millen
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    Feb 15, 2024

    Thanks Jane, we are currently building out improvements to the client list that will allow for this. Should be possible soon.