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

All ideas

Showing 116

Be able to create report that returns the name of the plan that has been linked to an individual exercise

At the moment there is no report that specifically returns the name of the plan that has been linked to an individual exercise this can be solved by tagging. Please do feel free however to raise a Product Idea for expanded exercise reporting funct...
Guest about 1 year ago in Resilience - Plans 2 Included in Release

The Ability To Prevent Password Notifications for SSO Users

Many clients don't authenticate into ClearSight with a username and password. When setting up new users, would like the ability to prevent email notifications from being distributed.
Guest over 3 years ago in CS - ClearSight Platform - General 1 Included in Release

RK Alerts Real-Time updates

The updates are not real-time, so are not useful for events such as Hurricanes & Fires that can change moment to moment. Clients need the most up-to-date information available to be able to track these events and possible impact to their locat...
Guest about 3 years ago in RMIS - Riskonnect Alerts 0 Included in Release

Ability to attach BEFORE submit on intake (attach as you go)

Several clients have requested over the last 1+ years to be able to attach files as they go through the intake. Right now you can only attach after submit, but many users would prefer to add pics as they are going through the applicable questions....
Guest over 3 years ago in  0 Included in Release

Show EMV values in the desktop grid

Allow the desktop grid to show the EMV values for current and target assessments. As these are key measures to represent Risk, the ability to sort on them would be also be beneficial. Original Active Risk ID: ARM-I-104 Original Active Risk ID: ARM...
Guest almost 4 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Included in Release

Provide a field on claims to capture last activity

Currently, LMOD Dt captures the last time the claim data is modified. There is another field that captures financial activity. We would like the system to monitor when a claim is impacted by related entities that are attached. So when a user creat...
Guest over 3 years ago in CS - Claims Administration 0 Included in Release

Allow Users to View/Download a PDF of Plan/Document from the Mobile App

There should be a way for a user to be able to view and download a PDF of a plan or document from the mobile app. Understood that there is a "backend" way to view a PDF if the user tries to access a section that has not been optimized for mobile, ...
Amanda Feest 5 months ago in Resilience - Mobile 1 Included in Release

3rd Party Vehicle Info Needed on Incident Detail Object

3rd Party Vehicle make, model, year, plate number, state, vin, vehicle location should be part of Incident Detail Object out of the box. These are on claim but not on Incident Detail Nice to have: Perhaps should be part of demo portal and also der...
Guest over 3 years ago in Riskonnect Insurable Risk 2 Included in Release

Keep a history of deleted records

If a user deletes a record (action or control), they also delete the history of the record. There should be a history recorded of the deletion, at least for audit purposes.
William McGregor over 1 year ago in  1 Included in Release

Workflow Name in Email Notifications

Add workflow name to email notifications that are sent out from SDIE workflow activities. Clients that have multiple SDIE jobs are unable to decipher which job the notification is coming from. Notifications Need More Detail to be of Value: Client ...
Guest almost 3 years ago in ClearSight 1 Included in Release