Currently, referrals, and client details can be captured. But what we have still needs a few tweaks:
• The security rights in the Active Directory
- Setting up counsellors so they can add notes, but only see clients assigned to them
• Filtering and sorting
• Export to CSV
• Client emails should be links
• Drop down bars include “,” (we haven’t had the chance to fix it)
• A couple of small bugs
• Client activities tab needs configuring

There are also a few features that we would love to have added in:
• A list of supporters and their details
• Configuring MailChimp, for monthly newsletters (this would come off the list of supporters)
• A screen for group activities, so clients can be tagged to a pizza night or beach BBQ
• Maybe a tab for booking meetings
• Maybe a tab for sending invoices

It’s a basic database that has been built using Microsoft Azure. We are able to capture referral details, of someone inquiring about YIT’s services. Plus some further details once they are accepted into the program and are then considered a client.

We have a tab for activities, although it isn’t configured. Ideally, counsellors can add a counselling session and some notes. Or a phone call to DHB and some notes. They will be able to log any time spent on a client. Being able to see where counsellors spend their time, will help with reports for future grants.

Our biggest concern is security, as it contains very sensitive data.