When in grid view, and re-organising someone`s care, if you open the visit, carers are not listed in Alphabetical order.

When an invoice for a bulk funder is emailed via the system, can this email then be stored as a note on the funder profile? This will then allow any email responses from the payee to be stored with the invoice email.

Will it be possible to add an attachment feature for staff, so that when sending document for all the staff will be easier and it will automatically put a documentation that you have sent the email and we will see that they have read it.  

If there are any adjustments that need to be made to invoices we have issued to the NHS CCG they insist on receiving a credit note. At present we have to void the incorrect invoice, produce a new invoice, and then manually create a credit note. 

When we arrange customer visits, we sometimes want to see which member of staff would be best to assign to the visit. It would be useful to have the option to choose more than one member of staff so see which is best to assign to that visit. E.g. the ability to select customer Y and, by holding down ctrl (or something) be able to select staff members W, X & Z.

In Reports --> Call Records, weccould do with a search option. Either a date range or staff member name.

Need an option for a monthly visit. Some of our customers attend a particular meeting which happens on, for example, the 2^nd Thursday of every month. 

We would like the rota (schedule) to be available in a different format. i.e. We don’t need customer address to appear so instead of the system generated rota we send our staff a copy of the visits they are due to make. Perhaps rotas (schedules), like invoices, could have different versions eg. standard, summary or detailed. 

6 Prospects in the last week have requested we have voice activated text to build care plans or any electronic forms, meaning a carer or support worker speak into the tablet or phone, and the system produces a completed care plan or electronic form.   

It would be beneficial to have a section in the staff profile section to record their car make, model, colour and registration number in order to comply with lone worker policies. We currently record these on paper in the staff file but having this on careforit would make the details more accessible to staff members on call when needed.