714 results found
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New User Interface: Your recent client searches:
The New User Interface is missing the "Your recent client searches:" on the Search page. I've had some users who would like to have this section back. That, or add a filter that allows the user to filter for clients they recently interacted with.
1 vote -
Schedule send on HUD annual assessments
Similar to how emails can schedule a send for another date and time, what if HUD Annual Assessments - or any assessment for that matter - could do this? This could help staff be proactive in cases where a HUD Annual is due while they are on vacation, and it would be late if they did it when they got back (but also would be too early if they did it beforehand). Thank you!
1 vote -
Schedule send on HUD annual assessments
Similar to how emails can schedule a send for another date and time, what if HUD Annual Assessments - or any assessment for that matter - could do this? This could help staff be proactive in cases where a HUD Annual is due while they are on vacation, and it would be late if they did it when they got back (but also would be too early if they did it beforehand). Thank you!
1 vote -
Sponsors
Official sub topic for sub contracting proposals across agencies.
1 vote -
mass/bulk upload feature
Open Door Legal needs a mass/bulk upload feature for Clarity Human Services. Currently, all records must be entered manually one at a time. We update a high volume of records per month for our HSH-funded programming, which requires significant staff time, creates transcription risk, and causes bottlenecks at reporting deadlines. We are requesting the ability to upload a CSV or Excel file of records in bulk, with field mapping to Clarity's schema and row-level validation before final import. This would greatly improve efficiency and data accuracy for high-volume providers.
1 vote -
1 vote
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Pop Messages upon saving Assessments
When completing an assessment, users request a pop-up message or redirection to another screen/assessment if the client meets a criteria.
1 vote -
translation
Add a "Translation provided" toggle to services to allow staff to indicate when a service is provided in a language other than English without having to perform duplicate entry for a translation service.
1 vote -
New User Interface: Chronic Homeless Icon
In addition to the CH Live Marker idea (link included), it would be great to have a CH Icon in the new UI to more easily identify those experiencing CH. Without the live marker and Icon, there is no way within the system to view those experiencing CH. We can only view through a report and set up eligibility presets.
1 vote -
New Interface: Community Queues - retain sorting set by user
The new interface allows me to sort each community queue by fields I've chosen to view, and even change the direction of the sort for each field, which is great. However I have to re-do the sorting every time I come back to the queue. Can you allow the sorting I did, to be retained for the next time I view that particular queue?
1 vote -
Make public alerts bigger/more visible (New Clarity UI)
In the old UI, public alerts were bright banners that went all the way across the screen. In the new one, they're less noticeable/attention-grabbing.
1 vote -
Use Program Site Address on Referral Map Instead of Agency Address
In both interfaces the referral map is based upon the agency address instead of the site address assigned to the program. This is problematic because if an agency has multiple sites they do not want case managers sending them to the agency address since that is usually the administration office. They want to send them to the actual program address which is set by assigning a site address to the program.
1 vote -
File Preview - New UI
When selecting the "Preview" icon in the new UI, the file should open rather than the "Edit" screen.
1 vote -
Add Null Condition for Tracked Characteristics
We can't filter on tracked characteristics when the question is not answered. This is important. For example, when a custom total monthly income question is left blank is different then when the total is less than <1. There is no way to include null answers in filters for tracked characteristics.
1 vote -
Ability to adjust sizes of checkboxes in new Horizon interface
In the new Horizon interface, could we see if the checkbox custom fields could be adjusted to possibly display as different sizes depending on settings in the Field Editor (or Screen Editor)? This way, we can reduce scrolling when making several buttons smaller, or make checkboxes larger to prevent someone from missing one by mistake. Thank you!
1 vote -
From CC2026: when using the outreach module capturing a geolocation, its very difficult when on a phone to capture the location.
Users are forced to take orientation lock on their phones off, go into landscape mode and delicately caputre the location. This causes frustration and incorrect location data
1 vote -
Add External Ticket ID Field for when creating Help tickets
Since we have to use our own ticketing system because one is not built into Clarity, it would be helpful to have an "External Ticket ID" field be optional on the new ticket creation screen when creating Bitfocus help tickets.
This way when we receive updates on the Bitfocus ticket we can easily reference our own internal ticket and provide an update to the user.
1 vote -
Exit Destination and Move-In Date on Program History
It would be incredibly helpful to be able to see the move-in date and the exit destination in the program history screen. As of now, we have to click into the program and click over to the entry and exit screens to be able to see this information. I come from another HMIS system that had this and it was so helpful to be able to see a client's service/housing history at a glance. In the new interface it looks like there should be the option to add additional fields to add to the program history and so I would…
1 vote -
move-in date
It would be incredibly helpful to be able to see the move-in date and the exit destination in the program history screen. As of now, we have to click into the program and click over to the entry and exit screens to be able to see this information. I come from another HMIS system that had this and it was so helpful to be able to see a client's service/housing history at a glance. In the new interface it looks like there should be the option to add additional fields to add to the program history and so I would…
1 vote -
Display notes on the new user interface contacts toolbar
For Active Contacts in the Horizon interface, we can see phone and email, but could we also see Notes? This is both helpful for safety tips, such as "only call at night," but also helpful for those who migrated from databases where the phone and email couldn't transfer correctly (for example, for some of our old contacts, when we migrated they moved to the Notes section).
Thank you!
1 vote
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