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 - Administration & Configuration

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Add more Long Description fields for Claims

Add more Long Description fields for Claims - currently there are only 5 Long Description fields available for claims.
Guest 10 months ago in CS - Administration & Configuration 1 Future consideration

Update the Summary on SIM Records to include claim number and claimant name

We have the ability to customize what fields are on the summary tab of a claim, however, we cannot do the same for the summary on a SIM record. The feature is not available in the administration app. We want to be able to add claimant name and cla...
Guest 4 months ago in CS - Administration & Configuration 0 Future consideration

Add Events to trigger along the Transaction Approval Process / Approval Route to inform assigned user

Clients use approval routes to track several approval steps. Not all approvers (esp. from other departments) login to the system on daily basis. Event triggers for "Approve", "Reject", "Escalate" and of course entry point of any approval would hel...
Guest over 1 year ago in CS - Administration & Configuration 0 Future consideration