121 results found
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History tab assessment date
We've gotten a lot of confusion on the history tab with the "start date" and "end date". Some of our assessments have fields that relate to start and end date fields, so seeing the assessment date as the "end date" is very confusing to staff. Please consider adding an "assessment date" column and keeping start and end date blank for assessments.
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Warning pop-up that toggling on "Enable All Client Forms" will remove current forms in Agency Overview
Currently, if a system administrator toggles on and then toggles off "Enable All Client Forms" in Agency Overview, the system removes any forms that were previously added to the Client Forms section. I suggest adding a warning pop-up message for this action ("Warning: this action will remove all forms currently in the Client Forms section" or something like that).
3 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Distinct Sharing Settings for Location and Contact
There are situations where customers may want different sharing settings for Location information and Contact information, but both features share the same sharing settings. Can these be separated?
Note that the Sharing settings for Contacts and Locations are labeled as just "Location". At a minimum, the label should read "Contacts/Location" to reflect the actual functionality.
3 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Add Program Entry and Exit dates as Live Markers.
Add Program Entry and Exit dates as Live Markers.
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Integer/numeric field limits
For data validation, we must set minimum and maximum limits for numeric/integer fields. This is an absolute basic requirement that every database platform I've ever used allows. If we use a 1-4 scale and someone enters "40", that presents major issues for reporting. We can build reports to catch these data quality errors, but the best practice is to prevent them from being entered in the first place.
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Alphabetical Listing of Additional Agency Access Staff
Currently, staff with multiple agency access are not being listed alphabetically. Instead, the users are being listed at the bottom of the list.
Suggestion is to list all users regardless of agency access in alphabetical order.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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extended Manage household dialog always displays
In Manage household, to always have the extended Join Household dialog display with options of either active client joining other household or selected client leaving household to join active client household.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Add ability to default the value of a custom field based on the value of another field
For example, set a numeric field to 1 if a picklist option is 'Yes'
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Recover Deleted Data for Field Interactions in Locations
Could Field Interactions have the 'Recover deleted data' function? On the Location tab, if the 'Recover deleted data' is clicked, deleted Client Locations appear but deleted Client Field Interactions don't. It would be handy if the Client Field Interactions could also be recovered.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Implement a Server Side Fix to Hyperlinks from MS Office
There is a well known issue with MS Office products that causes hyperlinks to open without session information. This causes Clarity links in Excel, Word, ect to open the sign in page rather than the target URL. The implementation of special rules for fetch requests from MS Office products would allow Clarity users to open hyperlinks from Office products using their active sessions.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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1 vote
As part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Edit Referral Notes
At this time, we can add new Referral notes or we can delete them, but we cannot edit. Customer would like the ability to edit referral notes.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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2 votes
As part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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public
Public Alerts - add a setting so they can be set 'Private' for the whole agency.
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Alerts expiration approval
We use alerts for suspension of services. Once the duration of the suspension has been reached, there is often a need for approval (from a director, etc.) before the suspension is cleared. Having alerts expire completely at their expiration date creates a risk for the agency. We need a way to require a checkbox for someone to approve them.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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2 votes
As part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Privatize Data in Clarity
Feature request to streamline analysis for privatized clients.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Allow for characteristic cards to be tracked through multiple queues.
When a referral is denied, expired, snoozed, or has any movement between community queues, the characteristic card will disappear. The tracked characteristics will not move from one queue to the next. Given that a community has multiple queues, the user can not search client by a characteristic when the referral has been created from a denied referral, expired or snoozed referral.
Example: The characteristic card follows the referral until it expires, is denied, or snoozed. When a new referral is created from an expired/denied/snoozed referral, it looses the characteristic card, when added to a different community queue.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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1 vote
As part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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automatic recalculation of Assessment Due dates each time the “Case Status“ value in the Program Template changes.
Automatic recalculation of Assessment Due dates each time the “Case Status“ value in the Program Template changes.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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