The ability to make a copy of Assessment Processors like you can make a copy of screens would make the process of creating custom Assessments much easier. This idea submitted to me by the Mid-Florida Homeless Coalition.

Currently, only system admins can see the version # of an ROI in a client record. This is helpful information for end-users, not just system admins. I would suggest making this information visible to all users who are able to view ROI in the client record.

It would be beneficial for Agency Managers to have the ability to create dashboards instead of that functionality being limited to only the System Admin role. Agency evaluation staff know what their staff need/want to know for evaluation and reporting needs. Dashboard creation sitting only with the System Admin role creates an unnecessary bottle-neck for agencies that have custom reporting knowledge and capacity.

When moving from other platforms to Clarity, we were extremely disappointed to lose the functionality of staff not being able to run custom reports that data and evaluation staff (Agency Managers) build, and to filter them accordingly. Program managers running their own reports has been part of our workflow and efforts to build data culture for years. It is unfathomable that Clarity does not allow us to save and organize reports for end users to run. Please figure out a way to do this!!

Please allow Agency Managers to set up custom assessments and fields, if/when allowed and configured by System Administrators.
For certain communities, agencies have a lot of expertise in designing and conducting monitoring and evaluation and have been driving this for years if not decades. Please consider a platform to allow Agency Managers to design fields, assessments, and screens.

Rather than having a text field for geocodes, it would be more convenient for admins to have a picklist of available geocodes. To limit the geocodes that appear in picklists, perhaps the full set of HUD geocodes be established as a System Variable setting where admins could choose which geocodes would appear in geocode picklists.

The conference just isn't the same without made-to-order Belgian delights and a giant tub of whip cream. Get with the program.

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

To prevent data errors in the future, please have by default SSN “000-00-0000” when Quality of SSN = Client doesn’t know, Client refused and Data not collected” selected by users.

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.

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).

When a client is removed from a Community Queue due to hitting the Inactive Referral Expiration Threshold that the user that added the client to the Community Queue as well as any Assigned Staff receive an email notification that the client has been removed from the Community Queue. The notification would be similar to those sent when a client’s status is changed to Pending or when they are Denied a housing opportunity.

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

Our search results screen has name, alias, DOB, and SSN. Clarity unique identifier is notably absent. You have to click into the client profile to get the Clarity unique identifier. Why not save a step?

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.

a textbox field on the screen and template pages to keep notes, even for Access Role screen and the field editor screen