Feature Requests

A way to view and edit employee client case load. This can be from the employee perspective as well as from the client perspective. As an admin, if I select an employee, I should see all associated clients, should be able to add other clients or delete associated clients. As an admin, if I select a client, I should be able to see all associated employees, add or delete employees as needed. The employee relationship tab is a good reference of how this could work.

Task title field while adding a note and creating a new timesheet is required. If I only add a timesheet, the task title can be blank

Currently, the title of the session cannot be edited. Can we make the session title editable as well like the other session information? A user from the new agency Lennon's House had requested this. They had scheduled a session and all the information and then later realized that the session title was incorrect, and they had to delete the session and set everything up again.

Give the admin the ability to change the status of a claim on the claims dashboard from Pending/Denied to Paid by Voucher if the process of billing has been completed outside FieldWorker.

The MT summary report has a list of monthly's being created. When there are 3 consecutives Monthly tools created, the admin should be notified somehow

Currently, there is no option to add a dropdown list, where you can select from multiple options. The user has to use the Text field and type in that.

A way of transferring messages between user's through the webapp and mobile app.

Any report exported by a employee should be notified to an admin if possible. CM company.