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

RMIS - Claims Management & Administration

Showing 15 of 1172

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

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

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

Mass Approval of Transactions - In line edit

When approving in Classic we were able to use in line editing and mark several payments approved at once. We do not see that functionality in Lightning
Guest about 5 years ago in RMIS - Claims Management & Administration 0 Future consideration