Product Ideas

Support additional standard document and image types:.txt (Plain Text File).csv (Comma Separated File).rtf (Rich Text File).bmp (Bitmap).mpp (MS Project File).vsd (MS Visio).eps (Vector Graphics File).ai (Adobe Illustrator)

I met with Marty at Attack Poverty and she explained that she runs reports often via the search function. She would like to be able to have "saved filters" for reports she runs on a recurring basis.

this is a test

If you are planning on archiving an existing plan and setting up a new plan, in some cases you need some of the attachments or progress notes in the new plan environment. A nice functionality would be to click and drag or move what you need from ...

At each level, describe what is intended in the description boxes. Currently says "type in objective description". Could we replace with something like "type in your SMART goals", etc for each level to provide guidance as to what should be enter...

Summary: Would be beneficial for a plan administrator to pull a report of the last time a Progress Note was entered in any part of the strategic plan to see if there are areas that are either a. not needed or b. need MORE attention or a push to en...

Summary: This would be a clean up of what is returned in the Search tool.When the Progress Notes show up in the search return, the only thing I am currently able to tell is where they are located. To find the date they were entered, or who entere...

When I go into the right side bar and I want to quickly minimize the right side bar after opening it, the white arrow blends in with the top headers making it more difficult to see for new users. Can we make it more defined by coloring it in green...

In the Mobile app, as people are reading through the plan it would be good to have the ability to quickly add themselves as a collaborator.

With turnover inside of organizations it would be convenient to easily update all entities from a user that is leaving an organization to a new user.Without losing data and information done from the previous user