New in Coachspect: January 2025

Last updated on 

šŸŽ‰ New Features

  • Added tobacco quit date tracking system with historical records for each client
  • Added tobacco quit dates to cases report and coaching activity reports
  • Added company alias support for improved searchability and client matching
  • Added Marquee ID to case sidebar for easier reference

šŸ’” Improvements

  • Optimized task notifications to only trigger for incomplete tasks
  • Enhanced PDF coaching notes formatting with page breaks between notes
  • Improved company page titles to show company name with partner
  • Configured monthly coaching notes upload for Primary Direct Care clients

šŸ”„ System Updates

  • Updated reporting window for all HCIactive reports to start from 2024
  • Updated rewards event tracking to use actual occurrence dates
  • Updated Marquee SFTP credentials

šŸ“Š Reports

  • Tobacco quit dates now included in:
    • Cases report
    • Coaching activity reports
    • Zoho reports