694 results found
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3 votes
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New User Interface: Profile Picture
On the previous profile design we were able to click on the picture on the client profile and it would enlarge the picture so we could tell what the person looked like. On the new design we are not able to enlarge the picture.
It would be nice to be able to click on the profile picture and enlarge the picture while also having the option to change the picture. Or at least have a way to make the picture bigger to tell what the person looks like.2 votes -
Customer Portal: ability to edit documents after upload
Currently, once a user uploads a new document in the Customer Portal, they are not able to edit the document. Instead, a Clarity user with the right access role needs to make any changes or delete the uploaded document. It would be useful for Portal users to be able to make changes or remove documents that they have previously uploaded, for example if the document they upload is blurry or the wrong category is selected.
4 votes -
Prompt clients to confirm contact info on regular basis in the Portal
Some websites, like banking apps, periodically ask users to review and confirm their contact information is still accurate. It would be useful for this function to be able to be enabled in the Portal on a set frequency to ensure clients' contact information remains up-to-date.
4 votes -
Favoriting resources in resource directory
A way to favorite resources in the Customer Portal resource directory so users are easily able to find their most important resources, and add notes about them. Also have them appear on the Locations tab within the Portal for easy access
4 votes -
Add program exit destinations and addresses to the GNRL-106 program roster
It would be helpful to include program exit destinations and their addresses in the program roster. Adding this information would assist service providers in accurately tracking and evaluating exit destinations, as well as the locations where participants are being housed. This would also help identify any incorrect exit data.
12 votes -
Prompt new referral to CQ when a new CE assessment is completed
Is there a way to automatically remove households from the current Community Queue when a new VI-SPDAT is completed, so they appear on the correct priority list?
For example, if a client originally completes a Singles VI-SPDAT and later completes a Family VI-SPDAT, they remain stuck on the singles queue. We need a way for the system to automatically remove them from the singles queue and allow the family VI-SPDAT referral to appear on the family queue instead.
The only solution we have found is deleting the old queue referral, and re-referring to the queue from the new VISPDAT. We…
11 votes -
New User Interface: Increase Result Count for Queue
In the current interface the queue shows 20 results before you have to go to the next page. In the new interface, the queue shows 10 results before you have to go the next page.
Please update the new interface to either match the old interface or provide a System Setting that allows us to increase it up to 20 or more rows per page.
This change would help with reviewing the results when dealing with very large lists of clients.
2 votes -
Assigned Staff - Program Roster - Need a current Staff List Field - All Current staff
I need a current Staff List Field that rolls all active staff per enrollment into one cell. Without this my roster in looker will generate double records. Some functions are not available for the version of looker I am utilizing. If a developer could add that field that would be great! =)
13 votes -
Allow referral notes on snoozed records
Currently the system doesn't allow you to leave referral notes on snoozed CQ records. We snooze records if clients aren't yet chronic but will become chronic after a period of time, and sometimes navigators are assigned to snoozed clients to get the ball rolling for a potential housing opportunity. It would be great to be able to leave notes on the referral record to document any progress even if the record is snoozed. Thanks!
3 votes -
Coordinated Entry Assessments on a closed enrollment
End users are able to use an closed CE enrollment to complete a new CE assessment. Are we able to prevent CE assessments outside of the enrollment? I originally submitted a Bug ticket for this but I was informed it was a expected behavior.
2 votes -
Customer Portal: "show password" option when creating account and logging in
Communities have received feedback from clients who have struggled to create their Portal account and log in without being able to see their password as they're typing. It would be useful to provide users the ability to "show password" as they're typing so that they are able to more easily access the Portal.
3 votes -
Increase the font size for the Clarity Unique Identifier in the [CLNT-103] Photo ID Card - Sample
Agencies use the attendance functionality to speed up the process of data entry, especially for those repetitive services.
However, in some cases, they have volunteers that will not be allowed to have access directly to the system. The volunteers write down the number on a tracking sheet and then the agency enters after the fact.
One of our agencies requests the following "...Is there a way to make the Clarity number larger on the cards? We have some volunteers who write down the numbers whose eyesight is not great?"
They are referring to [CLNT-103] Photo ID Card – Sample.2 votes -
Contacts: can we have the note appear without a mouse-over?
When using the contacts page, the notes can currently be viewed by holding your mouse over the icon - but would it be possible to merely have that populate the text automatically? Lately we've been having issues where contact notes are missed, which is a problem for DV survivors who may have contacts listed in safety concern ways, such as "only call at night." Thank you!
2 votes -
Contacts: can we have the note appear without a mouse-over?
When using the contacts page, the notes can currently be viewed by holding your mouse over the icon - but would it be possible to merely have that populate the text automatically? Lately we've been having issues where contact notes are missed, which is a problem for DV survivors who may have contacts listed in safety concern ways, such as "only call at night." Thank you!
2 votes -
Allow usage of Departments for Additional Agency Access
Our community has programs that are interagency and at times we need to create additional agencies in which staff from multiple agencies have access and track information.
Allowing us to set up departments under their additional agency access would be helpful in ensuring people are able to see what is going on, but only access the programs they are supposed to. It would cut down on accidental enrollments into incorrect programs.4 votes -
Add Customizable Drop-Down Menu Option to the Services on the Program Screen
Add drop-down/ pull-downs to services in the Program Screen to allow for better customization. It would help our agency better track the services our clients receive. For example, adding a customizable drop-down for selecting the funding source the service came from would be valuable! Adding a customizable drop-down to services would make using the services feature in the Programs Screen much easier!
2 votes -
New Interface: Add Unique ID to Queue List
Our matchmakers would like the ability show the Client Unique ID in the queue results in the new interface as an alternative to the client name. This leads to a better use of the queue for a PBNL since it is anonymised.
1 vote -
Add Null Condition for Tracked Characteristics
We can't filter on tracked characteristics when the question is not answered. This is important. For example, when a custom total monthly income question is left blank is different then when the total is less than <1. There is no way to include null answers in filters for tracked characteristics.
1 vote -
Show Program Restrictions Alert in Programs in Horizon
In the old Clarity user interface, if a client has a program restriction assigned it will show an alert when trying to enroll them in a program. Could we please add this to Horizon as well so that staff who may not be tech savvy enough to find the Program Restriction new location can still see the alert? Thank you!
Currently, an alert is present in Horizon, but only shows up if a client is viewed from an already enrolled program, which doesn't stop someone in the moment of enrolling.
1 vote
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