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

Showing 68 of 1175

Property Values Guidance (PVC Portal)

Client ran into issues whereby the end user didn't understand the difference between Previous and Current, particularly when it was a new value without a previous value. This resulted in several values not being entered appropriately. Given this, ...
Guest over 4 years ago in RMIS - Property Management 0 Future consideration

Disabling the PVC Portal (PVC Portal)

Client wanted the ability to disable the Portal after the collection period. Per Jeff, the only way to achieve that is by changing the active VF page to the "In Maintenance" page. Conceptually, Client was looking for a simple button that would act...
Guest over 4 years ago in RMIS - Property Management 0 Future consideration

Update Claim Comparison Chart from Detail Page Link to Detail Page Button

Updating the Claim Comparison Chart link on the Claim__c object from a Detail Page Link to a Detail Page button enables users to quickly perform a Claims Comparison without it getting buried on the record layout.
Guest almost 5 years ago in RMIS - Claims Management & Administration 0 Future consideration

Ability to have claims geocoded based off Accident address

Currently, geocoding component view and process is done against the property record. We want a standardized approach for claim map view as well as making sure there is the ability to map the claim based off specific address fields on the claim obj...
Patrick Eslick almost 5 years ago in RMIS - Claims Management & Administration / RMIS - Riskonnect Alerts 0 Future consideration

Add filter options to notes component in lightning

Client would like additional filters (by Author in this case) on the Notes component in Claim.
Guest over 3 years ago in Riskonnect Insurable Risk 0 Future consideration

Enable the ability to determine which of the New Claim Transaction buttons to display on the Claim page layout based on permission

This client has users that are allowed to create Reserve transactions on a Claim record, but not Payment transactions. The users can view all payment transactions, so we do not want to remover their access to the Payment record types. There is cur...
Guest over 3 years ago in RMIS - Claims Management & Administration 0 Future consideration

Portal - Ensure Logout links work and return user to the login page

Currently, the log out links in the intake portal landing page and property values collection portals (applicable for contact identification only), do not actually log a user out. It may only return them to the landing page, but still logged in as...
Guest over 3 years ago in RMIS - Intake 0 Future consideration

Mass Transfer of File Records Between Objects

Captures client needs when File records are associated with a certain object type and need to be transferred to another object type in a mass edit (i.e., transfer attachments shared with Program records onto Policy records) from a record layout of...
Guest over 3 years ago in RMIS - Insurance Policy Management 0 Future consideration

Add in the apex trigger for lookup field update for claim

The apex trigger for lookup field update is standard for incident and incident detail, but not for the claim object. It would be helpful to have it on the claim object as a standard when the org is spun up for clients that use portals and claim en...
Guest over 3 years ago in RMIS - Claims Management & Administration 0 Future consideration

Water Management (Environmental)

Managing water permits and regulatory requirements
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration