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Ideas
Task/Communication Date Range Selection
Hello, I have feedback for the CareSmartz Admin portal. When looking for Task/ Communication for a client, prospective client, or a personal care worker the Date Range is a little annoying. I think it should automatically show 1 year of notes you can scroll through. If you need something prior to the year showing, the date range would be helpful. In the middle of a call with a client and you would like to find notes. Seeing No Records Found and having to select a date range for notes entered a week ago is not ideal and not very helpful. Please let me know if there's a better way around this issue.
Answer
Thank you for submitting your software enhancement request. After careful consideration and analysis, our team has determined that the ask you have made is not feasible at this time. A default time range of one year could pose significant performance issues for many agencies.
There is a report that may help you. Reports>>Client Reports>>Task/Communication Report
We appreciate your interest in improving our software and your willingness to share your ideas with us. We take all enhancement requests seriously and strive to deliver the best possible user experience. However, we believe that the feature you suggested is not necessary as there are existing workflows in our software that can achieve the same outcome.
We encourage you to explore the current workflows and take advantage of the functionality already available in the software. Our team is also available to assist you with any questions or concerns you may have regarding the current workflows.
Thank you again for your valuable input and for being a part of our community. We look forward to hearing from you in the future.
Customer support service by UserEcho
Thank you for submitting your software enhancement request. After careful consideration and analysis, our team has determined that the ask you have made is not feasible at this time. A default time range of one year could pose significant performance issues for many agencies.
There is a report that may help you. Reports>>Client Reports>>Task/Communication Report
We appreciate your interest in improving our software and your willingness to share your ideas with us. We take all enhancement requests seriously and strive to deliver the best possible user experience. However, we believe that the feature you suggested is not necessary as there are existing workflows in our software that can achieve the same outcome.
We encourage you to explore the current workflows and take advantage of the functionality already available in the software. Our team is also available to assist you with any questions or concerns you may have regarding the current workflows.
Thank you again for your valuable input and for being a part of our community. We look forward to hearing from you in the future.