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  1. Misc Permissions

    Allow the User ID setting "Restrict access to activity/report history and on-time status" for GCM Module.

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    Completed  ·  Liana Riddle responded

    We have added “Restrict access to activity / report history and on-time status” as a Misc. Permission for User Ids in the GCM Module.

    Please contact us at support@extendedreach.com if you have questions about using that setting.

  2. In order to run statistics, we need an extractable file of all ER data entered.

    In order to run statistics, we need an extractable file of all ER data entered.

    1 vote
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  3. Rejection portal for social workers

    Have an portal similar to the "Awaiting Approval" portlet. But it shows social workers there rejected to work, in one place

    1 vote
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  4. Activity being auto-populated into a monthly

    It would be great if an Activity can auto populate into the monthly narrative aka monthly report for the month the activity was completed.

    0 votes
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  5. Allow funding workers to be to added to the people tab and linked between cases.

    This will allow the management of their contact information in a single location without the need to renter it.

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  6. 0 votes
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  7. 0 votes
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    this year, a new setting was added to Organziational Settings called "automatically logout after “x” minutes of inactivity." You can now customize auto time out limits from 5 minutes to 4 hours.

  8. Summarized GL Posting

    When posting to GL - add the option for the posting export file to be a single journal entry (summary of GL accounts) rather than a detailed posting.

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  9. Be able to run Historical Aging Report

    For those customers with Aging/Receivables tracking enabled, be able to type in a date and run an aging report effective as of that date.

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  10. 0 votes
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  11. Track Foster Parent Expenses

    Be able to track foster parent reimbursable expenses and add those to the monthly foster parent statement.

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  12. Allow each agency to specify custom outcomes per program

    extendedReach tries to folllow the state or counties "official terminology" for outcome measures - however - sometimes agencies want changes to the outcome measurements. This modificiation would allow each extendedReach customer to customize a specfic list of outcomes for each of the programs they service.

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  13. 0 votes
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  14. 0 votes
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  15. 0 votes
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  16. 0 votes
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  17. 0 votes
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    Completed  ·  Liana Riddle responded

    Hi all -

    We have added a “CaseRelationships” table to Zoho which will pull their information from the People tab.

    If you have any questions about this table in Zoho, please contact us at support@extendedreach.com.

  18. 0 votes
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  19. 0 votes
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  20. 0 votes
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    Completed  ·  Matt Bidwell responded

    Feature can be found under Home Rosters → Worker Caseloads by Month.

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