705 results found
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Profile field display constraints
Name, DOB, or SSN, or any ‘Quality of …’ fields on the Profile screens are not available to be display constraints for other fields on on the profile but a customer would like to be able use them as constraints.
1 vote -
Children information Cascade into Assessments
When we do an assessment with a client and it is a "family tye" assessment that asks about the family, we would like for that information to be automatically filled in. For example, if the assessment asks how many children are in the household, it should fill in based on how the household is built in HMIS. If it asks for name and age, it should be able to pull that from the childrens profile screens.
1 vote -
Email / Messaging CRM
To be able to message your clients through the portal, and to be able to see if they have opened or not opened the email/message. Also to give the clients the ability to respond.
1 vote -
Additional Agency Access - Inactive Setting
It would be very helpful if we had the ability to make an Additional Agency Access 'inactive' as we require Annual recertifications for things like Coordinated Entry - which is set up as Additional Agency Access.
Currently we have to remove access completely and then re-assign access, and that is very time consuming.1 vote -
Merge fields
Have the ability to merge three fields at once.
1 vote -
Publish Client Contacts Email field for use in Screens
The field (clientcontacts.email) is only available to be used in the Client Contacts tab. Unfortunately it's the only field that provides a data quality component around email addresses. If you enter text that doesn't include the @symbol, it won't let you save, and an error pops up saying "Please include an @ in the email address". In addition, under the field you see in red "Email is not a valid email address." If you add an email address to any other screen or assessment you cannot embed the requirement for an @ symbol. It would help to have this…
1 vote -
QR Code for Forms
Add QR code generator
Reason: The QR code can be used to identify hard copies associated with clients or be used when scanning the documents so that system can automatically upload the file to system for respective client.How: add QR section so users can select from file dropdown (allow multiple select and number to generate). Generate a pdf with QR codes.
Allow users to add QR code to scanned/uploaded files. Users can edit how the QR displays on file.
If file has QR code, indicate in the File section of HMIS.
If possible, add QR code to files already…1 vote -
Screen edit options
Add additional settings to screens to allow data entry edits/updates.
Reason: While some processes may require the screens to be edited/updated by the user when there is incorrect data entry other processes may need to prevent these types of edits.
How: This additional setting will allow administrators to determine if the screen is editable/updatable and how many times a user can edit/update. Add checkbox “allow edits” and if checked add number of types to allow edits. Add banner to show if screen is editable/updatable or has edit limits.1 vote -
Group Enrollments - Removing a program exit for one or multiple household members.
For group enrollments, the option to remove a program exit (reopen a client enrollment) should be an option to reopen the enrollment for one or multiple household members.
1 vote -
Add the ability to attach a file to Clarity messages
It would be helpful to be able to attach files to messages sent within the internal Clarity messaging system.
1 vote -
Live Marker: Household Move-In Date
Reason: Move-in date is added to the current head of household at entry, and it is not visible to other members' enrollment or their database records.
Logic: Looker already has a Household Move-In Date field so just apply the same logic for the live marker.
Outcome: When this live marker is added to screens, it will display the current head of household move-in date from the entry screen. Since live markers added to screens show up in the database, client records would also have this field...might need to make this dynamic in the database so that historical move-in dates are…
1 vote -
New interface Add Client button is obscure
The new Add Client button has no hints to tell the user what it does. There is no tooltip, and there is no "URL hint" that appears when you hover over it. Please add some text to the button so users know what it does.
1 vote -
Enrollment data private for one household member
Have the ability to make a program enrollment private for specific clients instead of the entire enrolled household. For example, when enrolling a household where one or more persons signs an HMIS ROI "No", but the rest of the household signs "Yes", there should be a way to toggle on "Make Program Private" for only the clients that signed "No". Or when toggling "Make Program Private", have a popup that allows you to toggle this on or off for individual clients.
1 vote -
Fix the "Save & Close" button on the exit screen
The "Save & Close" button on the Exit screen does not "close" it saves and reloads the Exit screen. I see this behavior when exiting a client after reopening the program enrollment to fix a data entry error. Improve Clarity by either making the "Save & Close" button close the exit screen OR by renaming the button as "Save"
1 vote -
It would be great if customers could color customization their live and training instances.
It would be fantastic if customers could customize the colors of their live and training instances.
1 vote -
Looker Field for Notes & Alerts
Requesting looker fields for encampment notes & alerts. This is critical functionality for coordination and service planning. Requesting fields to obtain the note/alert content, date created, user creating, expiration.
1 vote -
Additional User Policy
Allow additional agreements to be added under user policy section of the settings page without modifying the existing agreement.
1 vote -
Allow for INVENTORY imports with DIT Data Import Tool
As INVENTORY becomes more widely implemented across communities, ability to import INVENTORY information for client records would be helpful.
1 vote -
Allow help chat button to be draggable across the screen
Hello! Sorry this category doesn't fit - I wasn't able to find the correct one. When there is a family of four or more, the quick shortcut buttons in the lower right corner of the program can be blocked by the help chat button (shown here: https://i.imgur.com/MFVi9pS.png ). Would it be possible to make the chat button something we can drag and drop elsewhere, or possibly move it to another space, so that this doesn't interfere?
Either way, thank you so much for all that you do!
1 vote -
exit
An agency would like the ability to auto exit clients at 100 and 300 days. Currently, implementations can not specify the days; please allow the ability to edit the picklist for the number of days for auto exit threshold.
1 vote
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