We are very excited about our product roadmap and will continue to offer innovation and diverse range of services in the near future to further enable organisations to deliver better services and efficiency.
Advanced Search
March 31, 2025
Advanced search extends the CRM content search functionality to include content stored within documents including PDF, MS Word and Excel documents. Advanced search is powered by a modern, intuitive search supporting suggestive autocomplete and predictive search functions. Contact CDS sales for more information and pricing for the advanced search package.
CommunityBI Service KPI Dashboard
January 1, 2025
Define and track service and funding level output targets and KPIs and track them via intuitive and visual KPI dashboard via a browser or a dedicated mobile app
In-page Reports
December 31, 2024
In-page reports enhances form and casework pages with BI reports to support decision making such as caseload analysis, client outcomes history or upcoming service delivery schedule. Contact your account manager or CDS support to discuss in-page reports can assist your team to make better decisions.
CRM Dashboard Reports
October 1, 2024
Customise your CRM dashboard with a range of reports and charts to assist you better manage your workload. Customise the report to display only the work assigned to you or to the entire team.
CommunityBI Reporting System Upgrade
September 30, 2024
CommunityBI reporting system upgrade is scheduled for late September 2024. The new server offers users additional reporting featues such as drill down multiple reporting levels. Contact CDS Sales for more information about the new Community BI server features and pricing.
Pre-filled digital forms
August 31, 2024
Send your clients, workers or suppliers digital forms, pre-filled with information sourced from the CRM and request they update any outdated content or digitally sign the form.
SMS Sender ID now available
July 31, 2024
Organisation SenderID available for improved client communication penetration. Sender ID ensures SMS recipients can easily identy the organisation the message is sent from and treat the message as legitimate. CDS support will contact all customers in September 2024 to confirm their preferred Sender ID for SMS communications.
Enhanced SCORE outcomes data intake and analysis
March 1, 2023
New SCORE outcomes analysis and data intake tools offer improved user experience and reporting capabilities
CommunityCI form digital authorisation & signatures
February 28, 2023
Send digital forms to stakeholders to sight and sign. This functionality enables an authorisation workflow for care plans and forms.
CommunityBI Server Upgrade
November 16, 2022
CommunityBI version 8 release offers enhanced charting and dashboard functionality.
CommunityCI – Conditional Questions
November 9, 2022
Community CI form building now supports conditional questions. This allows users to collect optional information based on the answers provided to other survey question.
Casework Intake Made Simple
August 31, 2022
Automate casework information intake by sending your new client a digital casework intake form. The system will import the completed form into the case record and notify you on completion. Digital casework intake forms support file attachments and complex applications.
Worker Portal – Client Intake
May 31, 2022
Create new clients attending group work or community events using a mobile responsive worker portal. This feature allows workers to record new participation via tablet or mobile phone with a simple quick process anytime, anywhere.
Client Registration
November 30, 2021
Community Data Solutions will release its client self registration interface. NGOs can use the tool to design a registration form and invite clients to register for services via SMS or Email invitation. This feature can be used to support remote intake and increase data reliability.
CRM global Keyword and Phrase Search tool
November 15, 2021
Search for keywords or phrases usage levels and frequency Search your client CRM for keywords and phrases to better understand the usage levels and frequency of use. Information can be used for advocacy and practitioner training.
CommunityCI
October 31, 2021
Create NDIS, CHSP or Child Protection client surveys and service assessment. Create client, child and worker surveys and forms. Design surveys or information forms and send clients or workers requests to complete the forms online. Design surveys or service assessment forms such as service feedback, incidents, placement satisfaction and compliance or safety checks questionnaires. Forms and surveys can be completed online using a mobile phone and requests can be sent via email or SMS.
Client Enquiries from your website
October 31, 2021
Community Data Solutions will release its client and public enquiry interface. Highly customised enquiry form that can be linked to NGO websites and allow existing or new clients to post enquiries and automatically register them in the CRM.
Multi-Factor Authentication Enabled
August 20, 2020
CDS CRM updated to support multi-factor authentication. Users can protect their account by using standard password and additional code only available on their mobile device.
Client data confidentiality
June 30, 2020
Define client data confidentiality classification for any information collected and protect your client’s privacy based on the private, legal or medical classification level configured
CommunityDS Data Warehouse
May 25, 2020
Community Data Solutions extends its reporting capabilities with data warehousing tools in 2020. The data warehouse will assist organisations to view complex reports, merge multiple data sources and take advantage of new analysis tools such as benchmarking, program and user level KPIs and improve data quality and consistency.
CommunityCI Kiosk
April 27, 2020
Community Data Solutions will release its CommunityCI outcomes kiosk solution to assist organisations to assess clients onsite, via tablet or PC while waiting for intervention services. CommunityCI Kiosk can also be used for new client registration and intake processes.
Secure File Transfer
April 20, 2020
Community Data Solutions will provide a free secure file transfer service to its CRM customers. The transfer service enables users to send or request files from their clients securely and be notified as soon as the client provides requested information.
Deputy Family Access
April 7, 2020
Deputy has enhanced their workforce management and rostering software to assist carers and family members to view upcoming appointments for their linked client. Carers can also approve worker timesheets after appointment completion. This new feature is only available on application via CommunityDS CRM integration.
CommunityCI Client Goals
December 31, 2019
Define and track client goals such as financial and health outcomes via a simple configuration interface and dedicated reporting solution
CommunityBI Data Exchange Dashboard
November 30, 2019
Track new and returning clients, case work outputs and attendance records reportable to Data Exchange to assist managers to track their progress towards successful reporting and funding agreements
CommunityCI Direct Client Assessment
November 30, 2019
Send clients service exit and other assessment questionnaires via email and aggregate data directly from clients for service analysis
CommunityCI Client Circumstance Report
November 30, 2019
Client Circumstance scale and report assist organisation to track the magnitude of change in clients’ circumstances such as employment status throughout the service.
CommunityCI Scenario based outcomes
October 31, 2019
Scenario based outcomes enables providers to show images and movie clips and conduct outcomes assessment based on client’s response to the visual content.
CommunityCI Data Exchange Compliance
March 31, 2019
CommunityCI will comply with DSS SCORE reporting requirements.
Home Care Packages
March 31, 2019
Community Data Solutions will provide functionality to manage services for the new Home Care Packages government model.
CommunityCI Knowledge Base
December 28, 2018
The CommunityCI Knowledge Base will contain Step by Step How-To articles and Frequently Asked Questions relating to CommunityCI system.
CDS CRM & CommunityCI Integration
December 22, 2018
CommunityCI will be provided to CDS CRM users in integrated mode. Create client assessments on the fly from the CRM and login to CommunityCI using your CRM credentials.
CDS CRM and CommunityBI Integration
December 21, 2018
CommunityBI will be provided to CRM users in integrated mode. View reports created in CommunityBI from within your CRM database.
CDS CRM & Deputy Integration
November 30, 2018
Community Data Solutions will release its long awaited integration with Deputy to allow support workers to track shifts and timesheets in real time.
NDIS Recurring Bookings
November 1, 2018
Community Data Solutions will implement the eagerly anticipated recurring bookings functionality. Easily create regularly recurring bookings for NDIS activities.
CDS CRM Knowledge Base
June 30, 2018
The CDS CRM Knowledge Base contains Step by Step How-To articles and Frequently Asked Questions relating to the most popular components of the CDS CRM system.
Community CI Whole of Government Option
April 30, 2018
CommunityCI can now be configured to enable multiple government agencies to use the same system. Security and permissions can be configured as required.
CommunityBI Knowledge Base
March 31, 2018
The CommunityBI Knowledge Base contains Step by Step How-To articles, Frequently Asked Questions and tutorial videos for the CommunityBI system.
CommunityRM Support Worker Portal
March 30, 2018
Community Data Solutions in Conjunction with Deaf Society NSW have developed a mobile support worker application to track and manage service bookings and timesheets.
CommunityBI SCORE Outcomes Report
December 28, 2017
The CommunityBI – DSS SCORE Outcomes report is now available for CommunityBI and Community Data Solutions customers.
NDIS Invoicing
September 29, 2017
NDIS invoicing provides organisations with MYOB and Xero accounting package bulk invoice export tools. The package supports NDIS self managed, NDIA managed, Fee-for-Service and 3rd Party Managed debtors.
CHSP – Client Contribution and Invoices
August 31, 2017
CDS has developed a standard method to apply client contribution (co-payment) to funded activities. Client contribution defaults are configured per program and raise a payment invoice at the conclusion of each activity the client has participated in. Bulk invoices can be sent to MYOB and other accounting systems for processing.