Adding Notes to Goals Functionality
We'd love to use the Goals functionality that Clarity offers but many of the agencies in our CoC want to use it as a sort of Case Plan where they can track the progress clients are making towards that goal before achieving it. Having a generic notes field that users could edit into as they worked towards making progress on that Goal would be great and tie everything together.
Ex: Goal of acquiring $1500 of total income, user edits into the notes section of that Goal as they work with the client towards achieving it to provide updates/context about the progress or setbacks they're running into, and hopefully, celebratory notes about how they were able to achieve this Goal with the client.
Adding notes directly to the Goal would be much more useful than tracking additional services with notes or creating Client Notes about the Goal, especially for agencies that routinely audit client records about specific case plans they have for clients enrolled in their project.
Thank you for your feedback. We are currently reviewing this request.