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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Showing 1113 of 1113

Allow Admin to share capability to edit Report Schedules with more than the "Run As" User

In our Org, we have lots of reports that are on a schedule, and find it frustrating to figure out at times who can make changes to a report's schedule other than the Admin. It would be great to be able to "share" the report schedule with more than...
Guest almost 2 years ago in  0 Future consideration

Enhancements on the Calendar view screen

When opening this screen/view, display 3 months instead of the current month Block off or ‘gray out’ vacation dates
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Allow category to be defined for Signature in Intake

Currently, from Intake we do not add any Category for Signature attachment, we use same Attachment module business layer functions for adding attachment and Attachment module business layer automatically checks for global settings and category set...
Guest over 3 years ago in ClearSight 0 Will not implement

Expand Erosion Data Discovery to a More Robust Policy Solution

Currently, the Erosion data discovery solution is very targeted, and does not include setup to look at other policy data and sheets. The request is to build out a more expansive standard policy offering looking at the policy data, with things like...
Patrick Eslick over 3 years ago in CS - Reporting & Analytics - Data Discovery 0 Future consideration

Better Navigation for Multi-Copy Functionality

The need for better navigation in the multi-copy dialog is required when importing 1000+ line Primevera schedules. There is no option to expand all folders so it is very time consuming to open each parent folder to find the child folders you requi...
Guest over 3 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Roadmap Consideration

Add a Named Insured Hierarchy App

Suggest adding an ability to track Named Insured Schedules in a hierarchy similar to the Location Hierarchy with a parent and child relationship for reporting purposes.
Mark McFadden almost 2 years ago in  1 Will not implement

Carrier Hierarchy - AMBest Rating

Suggestion to add an App similar to the Location Hierarchy for maintaining the Financial roll up for Underwriting Companies up through to the Parent Company. Add functionality to enter an Underwriting Company NAICS/AMBest# on the Policy Details. T...
Mark McFadden almost 2 years ago in  1 Will not implement

User Security - ability to create a new user by replicating another user.

When creating new users, you currently have to start from scratch. The ability to replicate the new user, using the settings from another user, would save time and effort. This would also ensure that one doesn't miss a security group or permission.
Mark McFadden almost 2 years ago in  0 Future consideration

Move Reports Manager to App Manager Screen Filter on Claims and Policy

My suggestion is to make the Reports Manager App accessible from the App Manager Screen. This way it is less clicks to get to. Currently one has to go to the Claims Manager or Policy Manager to Access. Additionally, when accessing reports from the...
Mark McFadden almost 2 years ago in  1 Will not implement

Make Custom Claim Abstract name more helpful or allow client to change file name when attaching to claim.

When printing a custom claim abstract and attaching to entity the file name is the year it is printed. This unhelpful and can cause confusion when client has a DMS enabled.
Guest almost 4 years ago in ClearSight 0 Will not implement