Product Suggestions

We can’t do it all but we do like to focus our efforts on the ways we can make your job easier.

You can search through the suggestions that are already in the system to see if the one on your mind has already been suggested. If it has, vote for it! The number of votes will be one of the factors we consider as we plan ongoing upgrades to the software. You have a limited number of votes. You can use up to three votes on any one idea.

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  1. I suggest that set the Encounter Filter default as "Encounter Date Descending", since in my work, "Encounter Date" is far more important

    I suggest that set Encounter Filter default as "Encounter Date Descending", since in real the work I have to check "Encounter Date" very often rather than the "Date Created". As for the current default setting of "Date Created Descending", I have to change it to "Encounter Date" all the time, might be a thousand times a day - this is tedious work which is unnecessary.

    1 vote
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    0 comments  ·  Client Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  2. client e-learning

    Hi team

    I would love love love for there to be e-learning and more EOI forms in the Client module.

    We run events and having the ability to ensure our vendors are engaging with our documentation through the e-learning module would revolutionise our operation.

    We also have 3 distinct client user groups, and having access to more EOI forms would create far less confusion for each group.

    Thanks!

    1 vote
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    0 comments  ·  Client Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add subcategories to Client Status to match those available for Volunteer Inactive and Archived Status

    We have the same status tracking and data reporting needs on the client and volunteer sides, and it would be helpful to have the same level of detail on clients as we do on volunteers.

    1 vote
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    0 comments  ·  Client Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  4. View Client Data While Scrolling

    In the Edit Client screen keep the client details and options (Main, Communications, Reports and Connections in view as you scroll down the page so you don't have to scroll back to the top to make another selection.
    Also Encounters should be at the top level and not under Connections as this is the most used option

    2 votes
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    0 comments  ·  Client Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  5. In contact form, add optional lines for spouse first and last name

    We heavily use the donor portion of BI. Often we have donations by a husband and wife or partners as one unit. I've been adding both first names to the first name entry, but this does not work when the partner/spouse has a different last name. I would then want the communications to be addressed "Dear Name1 and Name 2,..."

    3 votes
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    0 comments  ·  Client Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  6. Profile alerts

    An alert for notes that are attached to a profile. Instead of having to search notes or miscellaneous. Have the ability for alerts, like birthdays, to pop and alert you about the volunteer.

    6 votes
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    1 comment  ·  Client Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  7. New search field - auto reminder notification option

    It would be good to be able to search volunteers based on whether they've enabled auto reminder notifications in their profile.

    1 vote
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  8. A report that would pull number of volunteers per day. Like an attendance report that does not count multiple shifts throughout the day.

    A way to designated type of volunteer so you can pull a report for a specific group, ie Zoo Crew, Exhibit Guides, Animal Presenters

    1 vote
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    0 comments  ·  Client Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  9. Auto fill our company's address - city- zip code in "add a client"

    Auto fill our company's address - city- zip code in "add a client"

    1 vote
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    0 comments  ·  Client Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  10. Volunteer and Client connections

    We connect our clients and volunteers. To provide volunteers with relevant information about the clients they are are connected to (which includes numerous custom fields), we create a pdf of the client profile and attach that in a custom field on the volunteers profile.

    Having sat with Tony Goodrow recently in Melbourne, he suggested that an easier solution to this would be if we could attach the pdf into CLIENT - CONNECTION - NOTES FOR VOLUNTEER section. Currently this section only allows for text, so our suggestion is to allow file(s) to be attached. This would then be visible to…

    5 votes
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    0 comments  ·  Client Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add a Special Text field next to phone number field so that organization can specify what format they want used

    Ability to add a custom text field next to the phone number entered in individual profile to specify the format you wish the phone number to be entered in. For example "Please enter phone number as all numerals" or "please enter phone number with dashes".

    1 vote
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    0 comments  ·  Client Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  12. Training, Profiles and other things incentivized by star-rating system

    We want vols to be encouraged to complete as many trainings as possible to be eligibile for the most amount of volunteer opportunties. We also want them to complete their profiles.

    Consider adding a star system (like LinkedIn's 80% completed profile reaches 'all-star' status) to incentivise. We would hopefully be putting the ball in the user's court for completing information, undergoing training and being an all around all-star volunteer.- forgive the puns!

    1 vote
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