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CRM Idea Center
Status Future consideration
Categories Referrals Reporting
Created by Bryan Costreie
Created on Sep 14, 2023

Detailed AE Summary Report Visit frequency to Last Vist

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is highlighted or called out in some way. on the visit frequency Column

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