Hey Mittineague - Thanks for the suggestion, this is using the Data Explorer plugin right? I think that might work, it’s just tricky getting a “non-digital” to carry out these kinds of tasks. Our social workers and nurses plus volunteers who have had cancer will be our admins and it’s a big learning curve for them already, I was just kind of hoping that there would be easier ways of carrying out some of these tasks. Our current platform is bespoke so we scoped all these features in at the initial build but it’s sadly not a sustainable model for our future budget plans hence why we’re investigating products like Discourse. I know we’ll never get like for like but as close as and easy to use would be great.
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