It would be great to have the monthly reminder email to foster families be copied into the correspondence of their file. This would alleviate the need for it to be cc'd to a worker who then files it in to the correspondence. Maybe it could be set up that it cc's a worker's eR email and auto populates each family's case ID so that it automatically files it. Thanks for considering!

Would like to see an option when using the custom form builder for "Hide Custom Form after File is Generated". The worker will fill out the custom form placeholder, then generates the word document file which pulls over all of the information they have entered and submits for approval/com[letes. The custom form that they have filled out will be hidden after they generate the word document file.

Create CRM style Pipeline (https://tinyurl.com/yxqolgwu) of Inquires with custom stages.

Currently there Is only a Dropbox option when searching the case file on ER. It would be nice to have a search box option, where you can begin to type the name of the form you are looking for and It would pop up. It would be faster too. Especially when looking for a form or fie that may not yet have been generated. Instead of scrolling through the list several times trying to find it, you could just type it in and If it is there it will pop up, if not it wont.

Need an option when using "post message to homes" so the email sends from alerts@extendedreach.com (or any other 'no reply' email address) rather than the email of the user sending the message.

Add a filter to homes and inquiries summary by "church". Some of the churches we work with have requested a report of the number of families who are a foster or adoptive family within their church, so they can promote foster care and adoption needs in the community. They often sponsor events, in which it would be nice to see who has shown an interest in different programs and would make a good reporting tool within the organization as well.

This report would be helpful in gauging what we are writing off and why.

Would be helpful to create read-only access for cross-agency clients. Currently, anyone other than the assigned caseworker can access a linked client and enter activity/reports.

Right now, you can only require documents for household members above a certain age. Like non-household members, it would be great if we could require documents based on relationship or if they are below a certain age.

Add an email alert that is triggered by the "Arrival Date/Time" fields being edited on a case referral tab (prior to the case opening).

You currently pull in FP names for training items. I request that FP names also be pulled into the (Parent A) (Parent B) (Household Member) sections in the compliance / activity / report names to be view-able on the compliance tab.

On the Staff Events + Expirations List -- it would be helpful to include the staff member's department, instead of just their name. This way we could easily sort by department.

Parents need a way to upload allowance logs to extended reach through the family web portal.

Get a list of FPs by month, showing all FPs for a particular month, including newly certified and decertified for that month, but NOT broken out by agency SWs, just a list of the FPs.

There are only a few automatic required fields on the general case tab and "rate level" is one of those. Our organization is a non-profit that does not receive funding so we would love to hide all billing information, especially on the case side panel.

Our staff would love to be able to send text messages to clients from eR. I envision a client dropdown like when file from your eR inbox, so staff could select the individuals to receive the text, with a field to enter the text message, that would upload to the client's record.