685 results found
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Contacts: can we have the note appear without a mouse-over?
When using the contacts page, the notes can currently be viewed by holding your mouse over the icon - but would it be possible to merely have that populate the text automatically? Lately we've been having issues where contact notes are missed, which is a problem for DV survivors who may have contacts listed in safety concern ways, such as "only call at night." Thank you!
2 votes -
2 votes
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Add Customizable Drop-Down Menu Option to the Services on the Program Screen
Add drop-down/ pull-downs to services in the Program Screen to allow for better customization. It would help our agency better track the services our clients receive. For example, adding a customizable drop-down for selecting the funding source the service came from would be valuable! Adding a customizable drop-down to services would make using the services feature in the Programs Screen much easier!
2 votes -
Filter Active Caseload by Program/ Add Program Sort Feature
Currently when I go to my active caseload all programs are listed in alphabetical order. Some staff have 5 pages of programs with their most frequented programs being on the last page. Adding a feature so you search by program or pin a program to the top of the page is a small change that would remove some of the headache of clicking through pages to find the program you need.
2 votes -
Optimizing the process of recording services provided
Please get rid of the auto-minimizing tabs. It drastically slows down the process of recording services provided. Instead, add a checklist of all possible services, and a drop down menu to sort for only the services one's program provides. It would be most efficient, since there are so many possible services, if that checklist could also be navigated alphabetically by hotkeys
2 votes -
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 -
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 -
The edit and delete button Mistake
Since the Edit and Delete buttons are sitting right next to each other, it’s a little too easy to click the wrong one… which I have just successfully demonstrated. I accidentally deleted a user.
If there were a recovery or “undo” option on that screen, it would make fixing this kind of slip much easier. Otherwise, the only solution is to recreate the user’s profile and then enjoy a generous serving of humble pie while explaining what happened and asking them to reset their password.
2 votes -
Include client UI number on the caseload page
Recently staff started using the Caseload button in the upper right corner more often, which is great! They have relayed the feedback that since the client list links to each profile individually, it'd be great if the UI numbers could be on display on the main Caseload page to save them a few clicks and loading times. Could we please do something like this and add a column?
2 votes -
Pentaho Reports in New User Interface- Link to Report Article
When Pentaho Reports are accessible in the New User Interface, please ensure that it is clear that there is a link to the report's associated Help Desk article. In the current interface, the link does not stand out in any way, and people often don't realize it exists.
2 votes -
Auto Exit from Street Outreach Program
It would be fabulous if we could set up Street Outreach programs to auto-exit clients when they enter Emergency Shelter, or obtain housing (enrolled in Perm Housing program or move-in date entered) similar to CE. Often we have agencies that conduct street outreach and they are not the same agency that provides temporary or permanent housing.
Allowing clients on the street to be auto exited from the SO program with the date and location of either temp or perm housing would enhance data quality for communities.2 votes -
Under the Program History tab, would it be possible to add a "Move-in-date" between the Start Date and End Date.
Under the Program History tab, can we add Move-in-Date between a program's Start Date and End Date. Programs without a Housing Move-In Date would remain blank while Programs like PSH that have one would be whatever is in that Program’s field. This will help audit move-in-dates at a glance.
2 votes -
DIT: Matched Client Summary
After the file has been validated and prior to file being imported, add Match count section to "Data Analysis" that will display the matching type, Regular, Full, No, and then provide the count of clients that were matched and those who were not matched based on matching type...For example, matching type = No would show "0 matched" and "0 not matched" and # client profiles created, which should match the "Data Analysis" # Client Record(s)
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 -
View Contact Fields (phone, email, address) in the PROFILE Screen for Ease of Access
View the Phone and Email fields entered under the CONTACT screen AND view the address field entered under the LOCATION screen on the PROFILE screen. Being able to view the CONTACT and LOCATION info. on the PROFILE screen would be helpful for ease of access.
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
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