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Allow flexibility between zip codes and city designations
Zip codes may be associated with more than one city, however, Clarity sometimes forces the wrong city to be recorded.
For example, when recording an address with zip code 94303, the Clarity will record the city as Palo Alto, though the actual address is in East Palo Alto. (See attachment.)
This presents an issue in reporting because East Palo Alto is within our County, but Palo Alto is not. Having the flexibility to select any of the cities associated with a zip code would be a significant help.
1 vote -
Implement a Server Side Fix to Hyperlinks from MS Office
There is a well known issue with MS Office products that causes hyperlinks to open without session information. This causes Clarity links in Excel, Word, ect to open the sign in page rather than the target URL. The implementation of special rules for fetch requests from MS Office products would allow Clarity users to open hyperlinks from Office products using their active sessions.
1 vote -
Label fields across screens and Looker consistently and in line with Data Standards
Data element 2.02.3 Operating Start Date is labeled on the project setup screen as "Operating Start" and in Looker as "Availability Start."
1 vote -
User Admin - Manual Increase of License Caps
It would be beneficial, in certain circumstances (temporarily inactive users, etc.), to be able to manually increase our License cap for license types to properly manage and anticipate activation fees when exceeding our cap.
In our setup, we pass all license fees to participating agencies (license fees and activation fees).
To give an example:
Let's say we have 100 licenses, 100 are in use and active. 5 users go on leave temporarily for a few months and are inactivated. We are then at 95/100 active licenses.Let's say we train 2 users bringing us to 97/100. All 5 users come…
2 votes -
Extend the XML schema to include Notes, Contacts, Appointments and Locations.
Extend the XML schema to include Notes, Contacts, Appointments and Locations.
2 votes -
Concurrent / Overlapping Enrollment Alert
Customer requests a feature to alert a user that is creating a new Enrollment for a client when there is already another open Enrollment (i.e. without an Exit Date) at another Agency that would overlap.
16 votes -
1 vote
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1 vote
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Edit Referral Notes
At this time, we can add new Referral notes or we can delete them, but we cannot edit. Customer would like the ability to edit referral notes.
1 vote -
Ability to add integer, other fields, to Service Items
Ability to add integer fields, other field types, to Service Items for the purpose of tracking the number of items given to clients. (e.g. client was given 5 bus passes, they would like to enter a 5 as a numeric field somewhere in the Service Item Details)
20 votes -
availability
Please improve the functionality of the Availability Listing section. Specifically, give users the ability to edit the (poorly named) "additional notes" field, where we list the most distinguishing information about a unit -- address, Unit or Apt. # or a letter. While these listings get IDs within looker, front end users don't have access to that.
Very often with our units at a YMCA or YWCA, the specific unit for the referral gets changed to a different number. Since it cannot be edited once a match has been made, it becomes enormously confusing for all the CE partners to keep…
1 vote -
Allow previously collected data to "cascade" upon Auto-Exit
Customers would like the ability to carry forward ("cascade") any data collected prior to an exit as the response collected during an auto-exit.
Such functionality would be different from the current 'Exit Screen Fields Due to Inactivity' functionality. Instead of pre-defining default exit data for an exit field, customers would have the ability to allow the most recently collected data (something collected during enrollment or a status update, for example) to carry forward into the corresponding exit field when an auto-exit takes place.
26 votes -
Schedule assessment details report
We would like to be able to schedule the Assessment Details report (with certain parameters) in order to get our custom fields out. This would help with the issue of having to publish each individual field to Looker and then building each individual field to a custom report, then scheduling that.
1 vote -
2 votes
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Add the HoH's prior_residence dimension in Looker.
Currently, prior_residence is collected for adults and shows null for children when queried in Looker. This dimension would help with reporting for PIT and funding.
1 vote -
public
Public Alerts - add a setting so they can be set 'Private' for the whole agency.
2 votes -
Increase Uploaded File Size Limit
Currently, the max allowed file size for upload is 4 MB (4112 KB). Is it possible to increase the file size for upload to 7MB? We have a few providers that are attempting to go paperless and require to upload large files.
13 votes -
Alerts expiration approval
We use alerts for suspension of services. Once the duration of the suspension has been reached, there is often a need for approval (from a director, etc.) before the suspension is cleared. Having alerts expire completely at their expiration date creates a risk for the agency. We need a way to require a checkbox for someone to approve them.
1 vote -
Clearer sharing settings
This is two requests:
Clearer descriptions of current sharing settings
More flexibility than current sharing settings allow2 votes -
2 votes
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