568 results found
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Filter assessment score when referring from unit queue
Allow for filtering/sorting of assessment score when referring to a unit from the unit queue without configuring unit eligibility.
5 votesThank you for your feedback. We are currently reviewing this request.
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Update Data Review Report with user creating field.
Everyone loves the Program Data Review report in the report library. Makes data corrections a breeze.
However, if the user creating could be added, it would be fascistic. By adding this field, it would allow agency managers and supervisor monitor which case manager are reviewing and correct their data and allow them to address these types of issues with the proper person.2 votesThank you for your feedback. We are currently reviewing this request.
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Sharing - More Flexibility Needed to Comply with FYSB
More flexibility with sharing set up. Sharing should be on a project level, not an agency level.
Should also be able to pick what agencies and programs can see a client file per what the client would like. Right now the sharing is extremely restricting and causes issue with programs like RHY, who are not allowed to share clients that are 17 and under. If an agency has RHY, CoC and ESG funding this makes set up difficult and can cause users to make major errors and share files they should not be sharing.1 voteThank you for your feedback. We are currently reviewing this request.
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Inactive Unit Description Field
It would be helpful to include an inactive description field when a user changes a unit to inactive. Users can include information that the community may need to reference later. For example, referencing this info may be particularly important when preparing the HIC or LSA reports.
4 votesThank you for your feedback. We are currently reviewing this request.
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Auto-remove clients with a "Housed", "Sheltered" tag
When clients receive a tag of "Housed" or "Sheltered" on the Outreach map, they should be automatically removed from either the encampment or the map. The same should happen for clients who have an address added to the Location tab, which does not qualify as a place not meant for human habitation.
5 votesThank you for your feedback. We are currently reviewing this request.
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Live Marker for Program_applicability
Live Marker for Programapplicability. Often we need screen fields to display only for certain kinds of programs. The Programtype Live Marker is good for this sometimes. But many times we want only a subset of the whole programtype. For example, we have different types of Emergency Shelter which we differentiate with Programapplicability. We have over 200 Emergency Shelters that are Crisis or Bridge. In order to display a screen field just for them we must make a separate constraint item for each of those 200 programids. And then maintain that list as programs are added…
7 votesThank you for your feedback. We are currently reviewing this request.
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Mark "Client Location" as hidden/constrained on screen editor
When editing a screen in Clarity, most fields are marked with a special icon if they are hidden (crossed out eye) or constrained (up arrow with hat). However, the "client location" and "Relationship to Head of Household" are not marked in any way even though they have constraints hard-coded. So, the "client location" field will not appear on an enrollment screen if only one CoC is associated with the program associated with the screen. This is a great time-saver, but for Admins it would be helpful to just have this noted on the screen editor like all other fields with…
1 voteThank you for your feedback. We are currently reviewing this request.
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SNN Field Update in Clarity
If the SNN Field is entered in as zeros, have the system automatically delete them when someone clicks to edit them. This will allow them to type the new one without any confusion that they actually have to delete the zeros first if they want to change it.
7 votesThank you for your feedback. We are currently reviewing this request.
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Cascading from status/annual/exit screens to new enrollments
Customers have expressed the desire to have data fields entered in status/annual/exit screens to cascade into new enrollments. We know that enrollments can cascade into other enrollments, and that there are data fields entered at enrollment that are not collected in the status/annual/exit screens. However, the data would be most useful and accurate if cascading considered most recent data fields from the enrollment AND status/annual/exit screen. The goal would be to have the most recent fields from the enrollment and status/annual/exit screens cascade to subsequent enrollments.
9 votesThank you for your feedback. We are currently reviewing this request.
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Program detail - history and notes
Please add program history under Program Resources, under Modify Program, that allows tracking of program history by dates (more than just a plain text box under Program Description), so we can track audits, meetings, contracting, staff changes, incidents, events.
1 voteThank you for your feedback. We are currently reviewing this request.
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Filtering Notes
End users would love the idea to filter through notes based on the note_categories field and quickly find the notes they need for their clients.
3 votesThank you for your feedback. We are currently reviewing this request.
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password
It would be helpful for there to be an option and/or button on the log in screen to show the password so that users can know if they mistype something.
10 votesThank you for your feedback. We are currently reviewing this request.
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Copy Fields the way you can copy Screens
Hello! In my organization, our Client Profile page has Fields we'd use multiple times in the same screen - reporting-wise they're different fields but essentially the same long picklist. For example, we have a dropdown of multiple languages for Primary Language, but that same list for Secondary Language. In cases like this, where the same or similar field would need to be in the same Screen, could we have a copy feature the same way we do for copying an entire Screen?
1 voteThank you for your feedback. We are currently reviewing this request.
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Add audit log for when notifications are sent
Many notifications are automatically triggered by certain actions in Clarity. However, it is not always clear if the notification was actually sent or a way to check in the UI. So many customer workflows depend on those notifications being sent that it is important for System Admins to be able to see if they sent or not.
1 voteThank you for your feedback. We are currently reviewing this request.
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Delete Fake Entry
Hello! I currently use Efforts to Outcomes (ETO), a rival database provider for nonprofits, but am in transition to Clarity. One feature that ETO users rely on that you could implement in Clarity to be more competitive with ETO would be their Delete Fakes feature. In short, staff in various providers will use the client last name Fake to identify a client that is fictional for training, testing, or other QA purposes (this makes it easier to filter out fake clients automatically as well). When it comes time for monthly or quarterly reporting, there is a feature where an Administrator…
1 voteThank you for your feedback. We are currently reviewing this request.
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Notifications for client enrollments expected to auto-exit due to inactivity
It would be helpful to have the ability to create notifications for client enrollments expected to auto-exit due to inactivity. The functionality could be similar to pending referral notifications, with flexibility to set a certain number of days prior to the auto-exit. This would give the assigned care team an opportunity to update the enrollment and prevent the auto-exit before it happens.
The additional type of notification would be helpful for Coordinated Entry.
4 votesThank you for your feedback. We are currently reviewing this request.
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service require roi
Require a valid ROI for a program level service transaction
In the attendance module you can toggle on "require ROI for attendance" but in regular program services this isn't an option. Making this feature part of program services would prevent services from being added when a valid ROI isn't present and provide staff a reminder to complete an ROI at the time of service.1 voteThank you for your feedback. We are currently reviewing this request.
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Searching for Users while in System by Ageny
Ability to search for users by agency while in System in the Manage/Staff tab. System Admins should not have to switch back and forth between agencies to find out what users are attached to an agency.
5 votesThank you for your feedback. We are currently reviewing this request.
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Customize user screens
Similar to the way that System Administrators can add custom fields to a Program Set-up screen, it would be helpful to be able to add custom fields to other screen types, especially the user profile screens. This would allow tracking of things like date of training completion, or notes about a user like reasons for locking/inactivating an account, tracking security breaches, or marking roles like who is an agency administrator for billing new user accounts.
25 votesThank you for your feedback. We are currently reviewing this request.
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When moving an enrollment from one project/program to another due to a data entry error, any services, notes, files etc. does nto get moved
When moving an enrollment from one project/program to another due to a data entry error, any services, notes, files etc. do not follow or get moved to the correct enrollment which requires staff to delete the services, notes, files that might have been placed at the incorrect project/program and then re-enter all of those items. It would be helpful if the "move" tool moved all items related to the enrollment.
12 votesThank you for your feedback. We are currently reviewing this request.
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