Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

ADD A NEW IDEA

CS - Allocations

Showing 4 of 1113

Have option to renew/update allocations

There is currently no option to update/renew allocations. Adding this option would make things more efficient
Guest over 2 years ago in CS - Allocations 0 Future consideration

Allocations mapping - ability to move policy search popup so it doesn't cover mapping fields

In Allocations/Premium Mapping/Policy Number field, when you open the search icon, the search pop-up covers the premium mapping detail so you aren't able to see what the previous policy was called. It isn't possible to move the popup to another pa...
Guest over 3 years ago in CS - Allocations 0 Future consideration

Add Select All Functionality to Premium Records

Request to add the ability to delete all premium records in one go. Currently you have to select each individual premium record and then click delete - there is no 'Select all' functionality as with other apps. There is often a large number of pre...
Guest over 1 year ago in CS - Allocations 0 Will not implement

BAE enhancement request - comments created on columns should be copied across to new allocations if the allocation is copied

In the Allocation App, the ability to add comments against the allocation variables in the Columns page is really useful. However, when the allocation is copied, comments are not retained and copied to the new version.
Guest about 3 years ago in CS - Allocations 0 Future consideration