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Categories Reporting
Created by Guest
Created on Feb 12, 2024

New & Archived Client Report

It would be useful if we could run a report to see which clients have joined in a particular month and which clients have been archived.

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  • David Martinelli
    Feb 19, 2024

    In addition to this, it would be useful if archived prospects could be distinguished from archived clients. As of now, archived clients and archived prospects all come in one single 'No longer a client' list.