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Happy 7 months to the iCarol Ideas Portal!

birthday cake

The iCarol Ideas Portal was released about 7 months ago, and already it is having a big impact, just as we hoped it would.

Since its release you have used the portal to:

            • Add over 300 enhancement and feature ideas
            • Cast 900 votes for your favorite ideas
            • Submit about 150 comments to help our team better understand ideas

To date, nine ideas originating on the iCarol Ideas Portal have been released for use. We’ll talk about some of these in more detail on separate upcoming blogs, but here’s a brief summary of a few of those ideas and what they do:

  • Receive email notifications and details when an Automated Verification Request has “bounced” and not made it to the recipient
  • Receive email notifications that a Resource record has been flagged for review
  • Initiate a new Automated Verification Request for a single record while viewing that record

There are currently 14 ideas planned and in progress, some that originated on the Ideas Portal and other ideas that were pre-existing but added to the portal so you could share you comments, feedback, and votes. Some of these planned ideas include:

  • Create PDFs that include only certain fields of your Resource records
  • Schedule statistics and specialized exports on a reoccurring basis
  • Allow the template for sending referrals by SMS to draw fields from Site records
  • Flexible date ranges in your statistical Summary Report
  • Include Custom Fields in your Resource record PDFs
  • Send referrals in the body of an email
  • Integration with the 2-1-1 National Text Platform (NTP) including:
    • Phone-to-Text referrals using 898211
    • 2-way texting using 898211
  • Pre-conversation surveys via SMS/Texting
  • Updates to the iCarol Help area
  • Applying your feedback to our Learning Guides
  • Standard Resource Export using the AIRS XML 3.0 Schema

We want to thank you all again for embracing the iCarol Ideas Portal as you have, and contributing so many wonderful ideas to it. By participating on the portal and casting your vote on the ideas that would be most beneficial to you and your organization, you help our Product Management team prioritize what we work on next, and enhance the iCarol experience for everyone. Keep those ideas coming!

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iCarol is your help line software company that is here to make your job easier as Executive Director or leader of a non-profit contact center. Whether you have a crisis, help or 211 referral line, we are here to help you help more people in your community. Read more...

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