Thank you for adding your suggestion! Our enhancement roadmap is usually planned for at least 2 months in advance, though we are often looking for highly desired ideas (please vote!).
Any new requests will be considered by our team to determine their universal benefit to all our customers and then added to the roadmap based on potential impact.
combing meeting schedule
It would be fantastic to have meetings and client schedule combined and or option to layer for certain roles vs having to select each one.
: Request for automatic task deletion when clients status changes to inactive
• Module: Client management and task deletion
• Description: Request for automatic task deletion when clients status changes to inactive
• Current workflow issue: Manual deletion of individual tasks for each inactive client
• Impact: Time-consuming process, especially for recurring tasks extending years into the future
creating a checklist for new hires
It would be great to be able to create a repeatable task-list under tasks (a default one) for new hires. This would allow you to have a pre-built checklist with assignment each time you have a new hire candidate. Rather than manually recreate the list as a Google doc and/or have to manually recreate each task in tasks.
Change the name and icon of the apps
Change the name of the app to CS360+ (for employees) and brand the management app to CS360 One or some other naming convention. It's be nice if you changed the icon slightly too, either with a + icon or color code it differently.
The full name doesn't even display and I have to click on both to see which is which.
Create the ability to order the statuses for prospective employees
The purpose of having statuses is to progress employees along those statuses, with the ability to order those steps - the "status" is irrelevant and essentially random so useless. It's not a status, but just a tag.
For Caregiver selection allow users to select only certain Caregiver roles (for scheduling)
For Caregiver selection allow users to select only certain Caregiver roles (for scheduling)
Under Caregivers rather than selecting all or individual caregivers we've created different caregivers roles. I'd like to be able to select from that group under the role or at least group them under their roles rather than have to go through and individually select each individual by their name.
Examples:
caregiver
- Testing, Marcus
PRN
- Testing, Sarah
- TestPRN, Marcus
Currently to get those two I have to select them individually not just by their role type.
Caregiver applicant - filter by territory
Please make filtering - not sorting - by territory an option on caregiver applications so that we can find caregivers for a specific territory. The sort option is not helpful because we have multiple caregivers who work in multiple territories.
Add a report to view all unassigned master schedules
It would be easier to assign the master schedules if I could run a report on all of those that are unassigned.
Email Reminders to Clients for Shift creation and upcoming shift
Clients are asking for this feature so they get reminders about their schedules.
I want to be able to key in date of birth without typing slashes in the client record just like not having to enter parenthesis or dash in the phone number.
Can date of birth be changed so we can just enter numbers and the slashes are entered automatically just like in the old UI?
Customer support service by UserEcho
