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Showing Follow up flags in All Activity
Posted: 16 Jun 2014 02:04 PM |
We really like using the flags to track our clients who need follow up. It is a great feature. We also love that we can pull a report to see incomplete and upcoming follow up contacts by specific dates and volunteers.
Can you consider adding the Follow-up activity (flaging and completed items) in the "All Activity area? I think it would make it easier to keep up with follow up if you did not have to click on "Edit Follow-up" to manage the flags, see what is complete or incomplete or why she is flaged for follow up.
It might be nice if there was a drop down "reason for contact" that we could add things like "check on pregnancy status", "missed appointment", etc .
Thanks for all you do to make it easy for us to manage our clients and supporters! We love the ekyros program! |
Angie Cantrell
St. Clair Co. Sav-A-Life, Inc.
Springville, AL
205-467-7322
stclairsavalife@gmail.com |
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 Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Showing Follow up flags in All Activity
Posted: 16 Jun 2014 02:12 PM |
Hi adcantrell,
Great to hear from you and great feedback for us! We can add these items to our feature request list, meaning we will make a note of them and consider them for a future enhancement of the software. If you could, please email at amyc@ekyros.com so I can detail this information in your center's account with us. Thanks!
Amy |
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CarlyeB
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| Joined: 11 Apr 2011 |
| Total Posts: 4 |
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Re: Showing Follow up flags in All Activity
Posted: 16 Jun 2014 04:01 PM |
Hi adcantrell,
Thanks for the feedback and great suggestions!
As Amy said, we'll be sure to add your suggestions to the future enhancement discussions. I also wanted to let you know that we are currently working on our next release and have added some new enhancements to Follow Up:
When you click to open a client file in the current release, you see five tabs: case list, all activity, all children, all notes, and relationships. In this next release we are adding an additional tab called: "Follow-up". This tab will also have a number on the tab that quickly shows you the number of open follow-up items. For example, if you have 1 open follow-up the tab will say "Follow-up (1)".
Once you click on the tab you will see a list of all open follow-up. Specifically, you'll see the follow-up date, the person to which the follow-up is assigned, and the comments. You can also sort the open follow-up list by these three things.
In addition, there is a radio button that will allow you to also view your completed follow-up items.
Just wanted to let you know!
Thanks again for the feedback,
Carlye |
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Re: Showing Follow up flags in All Activity
Posted: 14 Jul 2014 10:37 AM |
I am so excited to the see the follow up tab in the upcoming release!
Thanks for always working hard to make a great program better! |
Angie Cantrell
St. Clair Co. Sav-A-Life, Inc.
Springville, AL
205-467-7322
stclairsavalife@gmail.com |
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Re: Showing Follow up flags in All Activity
Posted: 14 Jul 2014 10:40 AM |
Adcantrell,
Thank you for your positive feedback! We are excited for all the fabulous functionality this release will provide. Have a GREAT day!
Blessings,
Ashleigh |
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