Support Quick Text in Client Notes

It's common for case managers to have standard categories and responses for client notes that they edit/customize as needed. If the Salesforce Quick Text feature supports Client Notes then this would be straightforward to do.

2 comments · 11 months ago

Add Previous and Next on Client Notes

Ad a previous and next button at the bottom of client notes so program staff can easily move through the notes when searching for documentation. 

0 comments · 2 months ago

Multi picklist for pronouns - Case management

It would be great if the pronoun list could be a multipicklist rather than having to list out every potential pronoun combination.Currently the list is a picklist so it can surface on the contact preview.

0 comments · 3 months ago

Allow more Customization

We adapted NPCCM to our needs, but several of the items such as Service Delivery, Bulk Service Delivery, Intakes, etc we have found don't fit what we do well enough or add unneccessary/low value steps to our process and I'd like to hide them… Show more

1 comment · 3 months ago

Remove completed Programs/Program Engagements from Case Plan creation selection.

Currently when creating a case plan, all programs show up on the "Select Programs supporting this Case Plan" page. I think we should be able to set which Programs show up on that page based either on the Status field on the Program or the… Show more

0 comments · 3 months ago

Add Files to the Client Note component

Case Managers I work with love working in the Client Note component. One thing they request is to be able to add Files. I imagine this would be a button next to Manage Services and Relate to More Records. Also I imagine this would relate the File to… Show more

2 comments · 11 months ago

Allow threshold markers and axis ranges to be added in assessments graph in NCCM

Allow multiple threshold markers for score outcomes in assessments graph. Psychological tools often have several thresholds to indicate outcomes.Allow Y axis range to be configured in assessments graph as psychological tools have a specific range of… Show more

0 comments · 5 months ago

Making the List View of Client Notes Component visible on other objects

Our Users need quick and full visibility of Client Notes in the Nonprofit Cloud Case Management product. We love the visibility of the List View part of the Client Note component but it would be great if we could see this part of the component on… Show more

0 comments · 6 months ago

Create alerts based on action item due dates

Automatically create a task to alert case managers about upcoming due dates for action items on case plans. On a client case plan, you have the option to set action item due dates for each goal. In order to see these dates, you have to go into the… Show more

0 comments · 1 year ago

Allow Goals to be marked as Required

Currently, Action Items can be set as Required. It would be useful to also allow Case Plan Goals to be set as Required as well.

2 comments · 11 months ago