Feedback/Ideas Forum
374 results found
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Allow users to require additional fields in the People Tab and Address Book
Currently only four fields (Type, Last Name, First Name, and Category) are required on the People Tab. It would be useful for the user to be able to specify which additional fields should be required for their program.
3 votes -
inquiry sorting
I would love to be able to sort inquiries by the date of last contact.
1 vote -
Document multiple residents on one form that then splits into their individual files
Staff document a lot in the daily milieu and having to go into each individual file can be time consuming. An option on forms to have residents documented on in one area, but then gets split into their individual files would be incredibly helpful for documenting purposes.
7 votes -
Forms on Family Website
Client contracts should be accessible on the family website; however, it will show all contracts verse the contract of the current placement. Being able to show only the current contracts to the family website would be very helpful!
3 votes -
ablity to add an attachment to a specific box within Custom Forms
adding an attachment feature to something similar to the Single Line or Paragraph boxes would be helpful if you needed a specific document in a specific place within a custom form.
1 vote -
Add new fields to the Staff Profile screen
It would be helpful if we could customize field on the Staff Profile Screen. For example, we do not need a "FAX" field for staff, but there are fields we would like to add.
6 votes -
allergies/diet tab
On the "Allergies/Diet" tab, it is currently possible to accidentally check "Allergy is life-threatening", then check "No known medication allergies/reactions" and then click save. If this happens, the side bar under the photo indicates that the client has a life threatening allergy when in reality, he/she doesn't have any allergies.
4 votes -
Automatically stop tracking expiration dates when a home is closed
After we "discharge" a home, all items that were being tracked for an expiration date should automatically end rather than needing to go into each individual document.
21 votes -
Option to Place Clients on "Pause" in GCM Module
We have a couple clients who are seen on an as needed basis and it would be helpful to be able to place these clients on "pause" to stop future activities from generating. We do not want to discharge these clients because whenever we re-admit, the system will populate new activities that will need to be completed. Pausing would be more effective so we do not have to change due dates on activities that are due during a time where we are not seeing the client.
3 votes -
Add the ability to include agency logo on a custom form
Many forms include a space for our agency's logo, however there isn't an option to include this in the custom form (which would otherwise be preferable to generating a web form in some cases).
4 votes -
Email Alert History
It would be nice on the INFC and GCM side if I could pull a report, even in ZOHO, of all the email alerts so I can be sure they are going to the correct people.
1 vote -
Variance in Required Home Fields Depending on Status (Inquiry vs Applicant vs Licensed)
When an inquiry is received, we may only get the very minimum, basic information on a potential foster family (name, email, phone number) but as they move through the process (applicant to licensure) it would be nice if the required fields could be customized based on what is needed depending on the phase of the process the family is in.
2 votes -
Mass Add New Staff as worker to Cases/Homes from an Existing Worker
As new staff are onboarded and take on some of the cases/homes from existing workers or added as a secondary, it would be helpful to be able to mass add the worker to the homes/cases instead of going into each one.
1 vote -
Merge cases in General Case Management System
Having the option to merge duplicate cases would help streamline the process for ensuring all data is uploaded in one spot, rather than having to manually download and reupload documents from the duplicate file.
5 votes -
FFW - Adding “notes” that appear within form submissions on communication tab
We are running into an issue of our families losing track of which medical appointments they have or have not submitted. The message board keeps a record of the date appointments are turned in, but it would be more valuable to have a record of the dates the appointments actually occurred.
If there was a way for families to add text to the “note” that automatically populates on the message board, they could add the appt. date or any other info that would be useful at a quick glance.
3 votes -
Additional formatting options in custom forms
Allow custom forms to be formatted similar to word documents. When completed documents are printed/emailed they often do not look professional given it isn't possible to underline, bold, easily section off items, etc...
6 votes -
Two factor authentication requirement after 24 hours
We enabled two factor authentication for all our users, but noticed that when you login and type in your 2FA code there is an option to "remember this computer". If a user checks this, they are never asked for 2FA if they're logging in on the same device. This essentially allows the user to disable 2FA. The "remember this computer" option should be removed or at least require users to do 2FA authentication every 24 hours.
1 vote -
Print button to My Workspace
Add a print button to the 'My workspace' that would allow you to print blank forms instead of going into a specific chart to print. This would give the opportunity to print forms for a child that is referred but not yet placed with the agency.
4 votes -
3 votes
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Review Button versus Approval Button
Instead of having it say "Approval" can we change it to say "Reviewed" or have both as an option? We are running into the issue when this comes to licensure and certain staff "approving" notes when they don't have the right credentials to "approve". They are more "reviewing" it to make sure all boxes are checked. On some documents in gets into a legal issue when it says "Approved By" when it should be "Reviewed By".
1 vote
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