500 results found
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MLM software development company in Michigan | MLM Software
MLM (Multi-Level Marketing) software development companies in Michigan specialize in creating tools that support network marketing businesses. These solutions help manage sales, commissions, and downline tracking, facilitating seamless operations and growth for MLM enterprises. https://www.mlmsoftwarecompany.in/mlm-software-company-Michigan/
1 vote -
Looker: Add Dimension "Latest Client Level Note"
Add a dimension under Client Notes-Client Level to to better identify the last client-level notes entered and/or to assist in calculating the number of days from today to last client-level note. *Similar to the Client Notes Enrollment Level: Latest Note by Enrollment dimension.
3 votes -
Allow ROIs Uploaded by Agencies Who Go Inactive to Remain Valid
Currently, if an agency is inactivated, all ROIs uploaded by that agency become invalid and any clients relying on those active ROIs get an "ROI missing banner". Our ROIs are set up for the entire CoC, so the agency uploading them is not relevant to the ROI's validity.
Please add an option so ROIs can remain valid, even if the uploading agency has been inactivated.
13 votes -
Multi-Select Fields as INVENTORY Dashboard Filters
Currently, it's only possible to turn checkbox and picklist field types into custom filters on the INVENTORY dashboard. With the introduction of the Multi-Select field type, many communities are interested in seeing this field type made available as a custom filter type for the INVENTORY dashboard. This would allow customers to have more dynamic control over how they identify appropriate units and beds for client referrals.
1 vote -
Backdate enrollment date to household members
When backdating a program enrollment for a household, the enrollment start date is set on the head of household, but then when each members enrollment page pulls up for household data entry, the date goes back to today's date. It would be helpful if the back dated date entered on the HOH would carry through to the household members connected to the enrollment.
2 votes -
Add a third category for housing inventory between "available" and "occupied," such as "partially occupied"
Hello! One thing that came up in a past support ticket was that, if I can't proactively know how many family members will occupy a unit, I was told to just have a larger bed size to prevent needing to change the unit configuration with each new family. This is fine, but does create the issue that the inventory page flags the unit as "available" even when people are currently in it.
One idea would be to make three categories: available, occupied, and fully occupied. Another idea could be to make a middle category such as available, partially occupied, and…
1 vote -
Allow modifying of units/unit configuration while a family occupies it to prevent circumstantial issues
Hello! I ran into an issue where I needed to add a newborn family member to the housing inventory for compliance reasons, but I could not add a bed to the unit without changing the unit configuration, and could not change the unit configuration while someone was occupying the space. It would be great if we could add members of the same family all at once (and retroactively in this case), or just allow us to change unit configurations with fewer restrictions.
More broadly, just being able to add multiple family members to the same unit without having to do…
1 vote -
Expand Care Team/ Case Load functionality to non-Clarity User profiles
Currently only Clarity users can be added as Care Team members. This limits the functionality of the case load feature for agency managers. It would be great to profile/ add a care team member that is not in clarity. An integration of contacts/ care team functionality!
2 votes -
Allow users to use webcam or camera to take a picture of Client ID's or SS card to upload to the Files tab in HMIS
Our agencies like it when the clients ID or SS card is uploaded to HMIS. However, this sometimes can be a pain when they do not have a scanner or the means to get that into HMIS.
Is there any way where if a user has a webcam, they can select the category and file type and take a picture of, for example, a clients drivers license/ID card or Social Security Card and upload that under files for the client?2 votes -
Add Functionality to Sort Assessment Processor Subtotals
It would be helpful to have the ability to click and drag to adjust the order of the Subtotal categories. The functionality would be similar to re-ordering elements on screens.
Currently, the Sub-totals are displayed in the order they are configured. The ability to control this would improve the end user experience and give system admins better control over what their users see.
2 votes -
Toggle Additional Household Members in Attendance
The ability to toggle additional/all household members in an Attendance Module's scanned services would be incredibly helpful for agencies that provide daily, weekly, or monthly services for entire households; especially when only one or two members of the household are present but the service must be applied to everyone.
3 votes -
Ability to "link forms from history"
It would be helpful to be able to link forms from history. Our CoC has outreach programs that work with clients in encampments. We have forms in our system that outreach workers can complete to assist with homeless certifications. They can fill out the forms in the field, at the client level. When those clients enter an ES program, having the ability to link those client level forms into the program enrollment can assist with the documentation needed to show the client is homeless and with staff completing homeless verification forms with the client. We have other forms we use…
1 vote -
Staff Report with Case Load upon Staff Deactivation
When staff are manually deactivated, it would be great if the system automatically generated a report with the staff person's client list. You cannot run the canned report for the client list if the staff is deactivated. And sometimes clients are not re-assigned after staff turnover.
6 votes -
change constraints for veteran questions: year entered military service and year separated
If you answer yes to the veteran status question, and you don't know what year the client entered military service and what year they separated, you have to enter a random year in order to save the veteran status as yes. This is a data quality concern. These should either be changed to not be required, be given a data not collected answer option, or allow for all 0's to be entered as a sign the year is unknown.
2 votes -
"Other" Files could be turned off or removed
We are trying to make our program intake process "paperless", by having staff scan and upload files to the client's enrollment. We want to be able to run a report and verify that all the necessary paperwork has been uploaded. With "Other" so easy to use, it does not work.
Every file category has a file name which is always available, "Other". It allows staff to enter their own file name. It cannot be removed; it is part of every category as soon as you create it. "Other" is too easy to use. We have literally thousands of "other" files.…
1 vote -
Operating Start Date DQ Check
When you input the "Operating Start Date" the system checks for any "Project Start Dates" that occur before the selected date. If they exit, a message appears warning the user they have clients that were served before the selected Operating Start Date. This will also help resolve potential LSA Flag issues due to this conflict in data quality.
4 votes -
Add mapping of UserID in DIT
Similar to the way that we can map Program IDs or Service IDs when importing a file with the DIT, it would be helpful to be able to map User IDs so that the user who created a client or enrollment record in another database can be tracked in Clarity by linking to existing Clarity user IDs. Then the user can be associated with the Clarity enrollment rather than the file importer or "Admin" when using the DIT API.
1 vote -
Tag users in referral notes / messages - or be able to have more than two people on a message thread
It would be great if in the body messages, such as the referral notes, you could tag other users so they could be brought in to the conversation easily to discuss the client in a thread - or be able to have communications with more than one other user on a single thread.
17 votesThank you for your feedback. We are currently reviewing this request.
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Update the Eligibility function to allow household size based on enrollment size
According to the Program Setup: Eligibility page it's noted "When establishing eligibility criteria based on Poverty Guidelines, household size is calculated based on the client's "global" household (the client-level household) and is NOT based on the number of members in a group enrollment." It would be extremely helpful if there was an option to allow household size to be determined based on the enrolled household members using the eligibility function and not at the global level. Is this an option BF is looking to add to Clarity HS in the future?
9 votes -
Integer/numeric field limits
For data validation, it would be helpful to be able to set minimum and maximum limits for numeric/integer fields. For example, if we use a 1-4 scale and someone enters "40", a user should not be able to save that data on the screen. While reporting and label/warnings can be used to help prevent this sort of invalid entry, it would be helpful if the system did not allow it in the first place if configured appropriately.
1 vote
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