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.

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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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All ideas

Showing 1177

Plan Attachments

When attaching a document to a plan, I don't want that document to be added to the list of documents in the File section. It should only be available in the plan.
Ben Cartlidge over 1 year ago in  1 Roadmap Consideration

Process Kickoff Email (PVC Portal)

Client stated that one of their requirements during the sales cycle was the ability to send a "process kickoff" email to the individuals responsible for collecting data that contains a consolidated list of properties for which they are assigned (e...
Guest over 4 years ago in RMIS - Property Management 0 Future consideration

Claims Erosion Indicator Standard Report

Clients continually ask for erosion.
Guest over 4 years ago in RMIS - Insurance Policy Management 0 Future consideration

Pagination in the file section

When viewing the file section I'd like it to use the new list functionality
Ben Cartlidge over 1 year ago in  0 Roadmap Consideration

Search field in Risk Express

Search field in Risk Express starts searching without hitting enter, which is counterintuitive. Original Active Risk ID: ARM-I-311
Guest about 3 years ago in Active Risk / ARM - Other Interfaces (Risk Express, Verify, SnappIT, Surveys, ARM apps) 0 Future consideration

Patient Event list of all incidents associated to the patient in the event.

A section on the right of the event details to pull all events that are related to that individual patient, so that the client teams can see all related event associated with the patient. The records will provide the team the view to see all the e...
Guest about 3 years ago in Healthcare - Patient Events 0 Future consideration

Risk Express - Rating Justification field to be added

We want free text field in each of Current Assessment and Target Assessment to add justification of rating and have this flow to Risk Express pop up. Original Active Risk ID: ARM-I-309
Guest about 3 years ago in Active Risk / ARM - Other Interfaces (Risk Express, Verify, SnappIT, Surveys, ARM apps) 0 Future consideration

Allow export of Quick Search results

Inefficient if the results can't be shared
Guest over 1 year ago in  0 Future consideration

Need ability to void SIM records

Only current option to remove SIM records is to delete them. For historical retention reasons, client needs an option like voiding so the record will still be attached on parent, but will not be visible in reporting
Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Make Sim Multi and Sim Child Multi fields available in Intake

Sim Multi and Sim Child Multi fields are currently not available in Intake. This idea is for making them available for mapping in Intake.
Guest about 3 years ago in  1 Future consideration