Feedback/Ideas Forum
376 results found
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1 vote
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Post Message to Home feature
Post Message to Home feature…When selecting families to send a message to, is there a way for it to only list families each person is assigned to?
5 votes -
Email or Workspace Alert for Newly Added Shared Forms + Files
it would be nice if we could set up an email or workspace alert when an item has been added to a specific section of the Shared Forms + Files folder, that way staff knows that a training video or agency-specific guide has been added.
4 votes -
Fix the broken image problem so we can stop deleting our browser cache
This might seem like a simple/ forgivable issue, but it does make navigation more complicated for non-tech-savvy staff and increases the number of support requests where the IT team has to then re-teach staff how to delete their browser cache so they can use the tool effectively. I'm not sure what the root cause is, but it is becoming at least a weekly occurrence.
3 votes -
Create more permission levels like KCare has
This needs to be broken down so that not everyone has to be made a system admin. They need to create more choices for permissions. Even simple billing things are not under the billing admin. My admin assistant, I can't get her to see financials like I need to.
45 votes -
Fields for Preferred Pronouns
This applies to all modules within extendedReach. I'd like to see a preferred pronouns field made available. I realize we can do this is a custom field, but I'd like to see it as a default.
3 votes -
Adjustable permission levels for staff documents
For our model of care, we have to collect documentation on staff performance/feedback. Because of the sensitive nature of this information, it should only be visible to the staff member's supervisor. It would helpful if you could adjust permission settings for staff documents so that certain reports or activities could be made confidential from everyone except the supervisor and system administrators.
2 votes -
Custom tab only permission setting
The summaries tab (custom tab only) needs to be an option so that you can share zoho reports with staff but not all summary reports with staff. This option is available in the foster care module already
4 votes -
Appointment System - allow 2 way syncing
This appointment system is currently more like a reminder task list for the worker. There needs to be an immediate 2 way syncing between calendars to be used in real time so that you do not have to do double work and update multiple calendars if you have meeting invites on your outlook or gmail, etc. On outlook it creates an entirely new calendar instead of just integrating it with your own calendar.
6 votes -
Customize staff welcome emails
Allow full admins to customize the staff welcome email with the agency logo, contact information for the database managers, etc. in all modules
3 votes -
Upcoming Events for Case Management Systems
Add an Upcoming Events section for Case Management systems to allow staff to easily view expired/upcoming training needs when they log in.
1 vote -
Training year
Being about to select the licensing year that the training applies to (e.g. a home completes training hours after their renewal date, could select that it is for the previous licensing year).
1 vote -
Move Home Submission section
Move the Home Submission section higher or put on the right hand side of the screen to make it easier to see when homes have submitted documents for approval.
1 vote -
Share only the most recent attachment completed to Family Web
Would like to see a setting that would share only the most recently completed attachment to the Family Website. Currently, what the home sees is multiple attachments, some years old. It'd be helpful and less confusing for only the most recent completed shared to the Family Web.
8 votes -
Allow supervisors to edit/approve Treatment Goals from the Treatment Tab
Our program had to create a separate document that pulls all treatment goals through to allow us to edit and approve them. It would be extremely beneficial to be able to edit and approve goals from the treatment tab. We would then be able to pull them through to the Treatment plan easily and reduce the number of steps required to complete an ITP.
6 votes -
Ability to select multiple default options in Configurator fields or "select all"
It would be really great if configurator fields could include more than one default option. Such as multiple checkboxes. OR if the system could include a select all option. For example, we do a clothing inventory on the client where ALL fields need to be checked. It's a lot of clicking to check them all. It would be great if we could either default all or have a select all option. Then we would only uncheck the ones that don't apply.
9 votes -
ability to delete multiple names in the relationship tab at one time.
ability to delete multiple names in the relationship tab at one time.
1 vote -
how to run a report of FCSW history for each resource home and time period for which a specific FCSW monitored the home
this report will help us pin point when a FCSW has left a case and it will inform us how long they serviced the resource home. Right now, there is no other feature like this. In order to find out which FCSW has carried a specific home, we need to do a placement history search and look at each minor, then go to the minor's case file to see how long the FCSW serviced the home before the home was reassigned to a new worker. This current process is tedious, time consuming and unproductive. These types of reports are needed…
3 votes -
Web Documents should have attachment option
There are many occasions when workers would need to attach a document to a Web Document. Such as, if the Web Doc is a monthly contact note and a copy of an email needs to be attached. This feature already exists in the Foster Care eR, and should exist here too!
7 votes -
Internal messaging
We need an internal messaging system for employees to communicate through the ER system.
4 votes
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