Settings and activity
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1 vote
Elisa Rawlinson
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29 votes
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Elisa Rawlinson
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Elisa Rawlinson
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18 votes
Elisa Rawlinson
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3 votes
Elisa Rawlinson
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9 votes
Elisa Rawlinson
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1 vote
Elisa Rawlinson
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4 votes
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Elisa Rawlinson
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26 votes
Elisa Rawlinson
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8 votes
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Elisa Rawlinson
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4 votes
Elisa Rawlinson
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22 votes
Elisa Rawlinson
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1 vote
Elisa Rawlinson
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3 votes
Elisa Rawlinson
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6 votes
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Elisa Rawlinson
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3 votes
Elisa Rawlinson
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3 votes
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Elisa Rawlinson
commented
Allow for PDF attachments to referrals, so agencies can attach applications and other required documentation to referrals, this will allow referrals to be processed much faster.
Elisa Rawlinson
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4 votes
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Elisa Rawlinson
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5 votes
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Elisa Rawlinson
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16 votes
Elisa Rawlinson
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4 votes
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Elisa Rawlinson
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When a case manager leaves an agency or caseload is moved to a different case manager, the current workflow is for a manager or Admin to manually go through each client record in the caseload and switch to a new case manager. It would be helpful to be able to bulk switch an entire caseload from one case manager to another.