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

Riskonnect Insurable Risk

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Renewals - Ability to Export to Excel, Fill Out and Import In Assignments

Request for functionality that is similar to ClearSight. If end users can take what they have been assigned, export that to excel to populate there and then to reupload back on the same screen, this will save time and give another option for those...
Patrick Eslick over 4 years ago in RMIS - Renewals & Value Collection 1 Future consideration

Talk to Text (Voice Recognition)

Provide the ability for users to utilize their mobile devices and dictate into the microphone to complete fields within the portal and platform. The solution will need to be HIPAA compliant.
Guest almost 6 years ago in Non-Product Specific & RK/Salesforce Platform / Riskonnect Healthcare / RMIS - Intake 0 Future consideration

Automation of New Properties (PVC Portal)

One of the significant requests was to have newly reported Properties auto-approved with the user provided the ability to enter new property values immediately. Unfortunately, per Product, the PVC Portal framework does not support that, requiring ...
Guest over 4 years ago in RMIS - Property Management 0 Future consideration

Ability to Select Left or Right side on the body actual diagram

Currently you click on the arm, then you have to click a drop down, left, right or both. That makes for an additional clock. It would be preferable to click on either the left or right side and have that field automatically populated. This would a...
Guest over 3 years ago in Non-Product Specific & RK/Salesforce Platform / RMIS - Intake 0 Future consideration

Policy Maps formatting

policy maps has formatting issues.
Guest almost 4 years ago in RMIS - Insurance Policy Management 0 Future consideration

Full Hazard Safety Management Solution (Environmental)

Centralize Management of all identified hazards through different assessments. This would include the following capabilities: Process Hazard Analysis - Manage analysis found on process analysis functions, identifying safety risks Process Safety Ma...
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration

Safety - Training Management and Certification

Tracking training programs and subsequent compliance against programs. Usually tied to employees. Unsure if this would overlap with Policy and Procedures and Internal Audit.
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration

Create a component that allows Tasks to default to "My Tasks" instead of "Today's Tasks".

The Salesforce default for the Tasks on the Home page is "Today's Tasks"; however, I am unaware of any clients (there are probably some) that use the Tasks as a form of a diary system. Given that, the better default is "My Tasks", which displays a...
Guest about 3 years ago in RMIS - Reporting & Analytics 1 Future consideration

Safety Change Management Control

Usually referrred to as a central change request center or management of change controls
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration

Add an Extension Claim Object to the Standard RMIS App

In the standard RMIS App, include one claim extension object to clients an additional 800 fields to hold there claim data. Projects moving clients from Clearsight to Riskonnect are hampered with issues related to the object limitations of SF. Incl...
Guest almost 4 years ago in RMIS - Claims Management & Administration 0 Future consideration