Feature Requests

"We currently have a search within the form entries view, but the ability to filter by specific client or client group without typing would be helpful"

Add a “Refresh Linked Properties” option when editing form entries so fields automatically update with the latest info from the member’s facesheet, instead of staying outdated when profile data changes.

It would helpful for us if when sending an external form the recipient gets a copy of the form they completed. This would prevent us from having to download the form and send it through email or a message in the portal.

I'd like to see the ability to click multiple different items within a drop down menu without it closing. Just to make it more efficient.

We would like to request an enhancement to the current system to allow the submission date to be overridden with the encounter date. This change is necessary to improve the accuracy and relevance of our records.

Currently only summation via matrix calculator, it would be nice to have the possibility to also use more complex operations and formulas such as those found on Excel (Average, division, multiplication etc)

Can we have drafts saved for externally populated forms, in case someone gets interrupted so they don't lose the current information? Currently it doesn't save any data unless you submit the form.