New Client Reports

It would be amazing to be able to run a new client report that showed WHEN each client was added to the system. Roughly every quarter we like to send out thank you cards to new clients and having a report that let us organize them by date added to the system would be extremely helpful.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

8 months ago

Author

Matthew Dyson

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