655 results found
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Customer Portal: show Service history
Currently, only program enrollment history is shown on the Activity page in the Portal. Some communities also wish to display Service history to improve transparency (for example, showing contact attempts that have been logged as services).
2 votes -
Customer Portal: "show password" option when creating account and logging in
Communities have received feedback from clients who have struggled to create their Portal account and log in without being able to see their password as they're typing. It would be useful to provide users the ability to "show password" as they're typing so that they are able to more easily access the Portal.
2 votes -
Customer Portal: AI support chat option
It would be useful to provide an AI support chat option within the Customer Portal. This could be used to support users who need assistance or instructions on how to use specific Portal features. This could also potentially use the configured community Resources and Community Info articles to guide users towards resources that may be available to help meet their needs.
2 votes -
Prompt clients to confirm contact info on regular basis in the Portal
Some websites, like banking apps, periodically ask users to review and confirm their contact information is still accurate. It would be useful for this function to be able to be enabled in the Portal on a set frequency to ensure clients' contact information remains up-to-date.
2 votes -
Customer Portal Resource Directory: navigation/directions/transit overlay
In the Customer Portal Resource Directory, it would be useful for users to be able to get directions and navigate to a resource from their current location.
It would also be useful to have map overlays, like public transportation routes, so users can identify resources that they can reach more easily.
2 votes -
kguillen@lahsa.org
We would like a pre-calculated field in Looker that shows a count of the CURRENT enrollment household. The only existing fields now show a static count at the time of entry but that can change as household members get exited or new ones enter.
additional context in support ticket: 38906463297
2 votes -
client recent search
With the new interface, it would be great to either have the recent search of clients collapse/expand in one of the action hub boxes by way that the client's names aren't already visible.
2 votes -
Ability to change field type when feasible
Sometimes, if we hit an unresolvable issue with a field, we have to make a new one - which can impact reporting because that also means we need to make new looks/dashboards, and then we can't aggregate between the old and new version of a field. In some cases, could we look into allowing the field type and other settings to change later/not be permanent?
Examples include:
1. swapping a number field to a dollar field and vice versa
2. swapping a checkbox to a picklist (within reason, probably couldn't go the other way around)2 votes -
More info in drill downs
When using the drill down feature in a look - would like please client UID and/or client name. A lot of times we are looking for lists of clients and the only way to confirm who the client are - is to click into their profiles one by one.
2 votes -
Ability to break apart enrollments falsely entered as group, while preserving serivces.
The program merge tool allows you to enroll group members after a program enrollment has been created for one or more clients.
The opposite would be helpful as well, a way to remove members from a group enrollment while preserving services.
2 votes -
Show which agency is currently selected on the agency list
It'd be nice rather than dissapearring the currently selected agency from the agency list, if it were highlighted.
I'm occasionally going down the list agency-by-agency, and it'd help to know which one I'm currently on.
Makes it easier to confidently select the next agency.
2 votes -
I want to be able to see the Care Team member's assigned agency
I want to be able to see the Care Team member's assigned agency
2 votes -
For Inventory page, filter by program in addition to agency
We have several programs in one building in real life, so accordingly we revised our inventory functions to have all programs in one building. Previously, we had them in separate buildings, but needed to merge them so we can reassign units to different programs as needed. So for a while, we got used to sorting by building to get to different programs, but can't do that anymore. It would be great if we could sort by programs the same way we can filter by agency, site, etc. Thank you!
2 votes -
Can Clarity generate an alert when a child is entered as the Head of Household?
Can Clarity generate an alert when a child is entered as the Head of Household? This will help with avoiding data quality errors due to human error at entry.
2 votes -
Customize vendor screen
Many screen types in Clarity can be customized in the screen editor section. This includes the ability to add custom fields to these screen types. It would be nice to be able to customize Vendor screens so that details like the Vendor ID and vendor location (custom fields) can be added. This will help with reconciling service funds between HMIS and accounting software.
2 votes -
Report: Program enrollment & CE Enrollment
We regularly have programs that have a requirement for all of their clients to be entered into CES. We'd love to see a 'canned' report that can pull all clients enrolled in a program AND who are enrolled in (or not enrolled in) CES and who the assigned staff member is for their program.
Example: Client is enrolled in SO program, report would pull client info, assigned staff info and have a 'yes' or 'no' indicating if the client has an active CES enrollment.
This would help agencies/programs that have this requirement to pull a report, immediately see which clients…
2 votes -
Update Project Roster to include enrollment CoC
Please add enrollment CoC to the Program Roster to help users identify participants active within a specific period by the enrollment CoC or add a filter to the report so the roster can be filtered by CoC, or both.
2 votes -
Ability to create multiple current living situations (CLS) across programs for one client
Ability to create multiple current living situations (CLS) across programs for one client as to avoid Auto exit and help eliminate extra work for outreach staff. Similar to the way household members CLS can be updated all at once or just certain ones. There should be the same thing with the programs that clients are enrolled in. This way staff are saving time entering data and can focus on helping the clients.
2 votes -
Make Two Factor Authentication (2FA) System/User Options for flexible
As a System Administrator, I want to enable 2FA as the default for our instance, while still having the ability to exclude certain user accounts, particularly those shared by volunteers with “Attendance Only” access roles (e.g., those who primarily scan in bed nights, meals, etc.) so that certain users do not have the same requirements to log into Clarity, while still maintaining a higher security level for most accounts.
Priority Level: 2
2 votes -
Remove Inventory Gap Warning for Overflow BUI date gaps
We receive a warning when there is a date gap between overflow inventory, but date gaps are to be expected due to the nature of that bed availability type. Therefore, the warning "There is a gap in the Bed & Unit Inventory dates for this program. Please update the Bed & Unit Inventory Start or End Dates as appropriate." shouldn't be applied when the gap is related to overflow inventory.
2 votes
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