We would like to request the functionality to edit the display order of the Program Availability Custom Fields set-up under Referral Settings.

Add the option on the [STFF-103] User Active Caseload report to multi-select user names

Have the client merge tool include data quality markers to help determine which record is the best primary based on the quality of the data entered.

Note icon pop up next to Locations, like with Services in lists.

When someone is out of the office and has outstanding tickets with BitFocus support there is not an easy way to monitor the status of those tickets without asking BitFocus for updates which puts a burden on the BF support team.

We've gotten a lot of confusion on the history tab with the "start date" and "end date". Some of our assessments have fields that relate to start and end date fields, so seeing the assessment date as the "end date" is very confusing to staff. Please consider adding an "assessment date" column and keeping start and end date blank for assessments.

Currently, if a system administrator toggles on and then toggles off "Enable All Client Forms" in Agency Overview, the system removes any forms that were previously added to the Client Forms section. I suggest adding a warning pop-up message for this action ("Warning: this action will remove all forms currently in the Client Forms section" or something like that).

Please allow a destination of OneDrive/SharePoint for scheduled reports in addition to Google Drive.

Presently, API roles cannot be viewed when using Manage>>Staff and searching for API. Please make users with API roles return in the search section.

There are situations where customers may want different sharing settings for Location information and Contact information, but both features share the same sharing settings. Can these be separated?

Note that the Sharing settings for Contacts and Locations are labeled as just "Location". At a minimum, the label should read "Contacts/Location" to reflect the actual functionality.

Add Program Entry and Exit dates as Live Markers.

Warning field message includes hyperlink ability

For data validation, we must set minimum and maximum limits for numeric/integer fields. This is an absolute basic requirement that every database platform I've ever used allows. If we use a 1-4 scale and someone enters "40", that presents major issues for reporting. We can build reports to catch these data quality errors, but the best practice is to prevent them from being entered in the first place.

Currently, staff with multiple agency access are not being listed alphabetically. Instead, the users are being listed at the bottom of the list.

Suggestion is to list all users regardless of agency access in alphabetical order.

In Manage household, to always have the extended Join Household dialog display with options of either active client joining other household or selected client leaving household to join active client household.

For example, set a numeric field to 1 if a picklist option is 'Yes'

In the STFF-104 Staff Client Data Activity Report, could Client Field Interactions be included as items where we can see their creations and deletions?

Could Field Interactions have the 'Recover deleted data' function? On the Location tab, if the 'Recover deleted data' is clicked, deleted Client Locations appear but deleted Client Field Interactions don't. It would be handy if the Client Field Interactions could also be recovered.

A way to show an "assessment due" warning/notification immediately after an enrollment is entered