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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Showing 1177 of 1177

Admin tool to manually adjust the running order of events

Client has had issues in the past with events running in the wrong order. To my knowledge the order is based on Create Date. The request is to add functionality to Clearsight admin to manaually set the order events run.
Guest over 3 years ago in ClearSight 1 Planned

Need events to populate data from Child SIM to Parent SIM record

Currently events can only populate data from Parent/Child SIM to the Claim record. Need to populate (or aggregate) data from Child SIM to populate on the Parent SIM record.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Show Tasks in My Tasks Area in Order they Appear in Source Plan

In the My Tasks area, tasks currently sort alphabetically by name by default (see WebBrowserMyTasks-Default Sort). It would make more sense for tasks to appear in the same order as the plan they come from. I understand that we can use the sort but...
Amanda Feest almost 2 years ago in Resilience - Plans 0 Future consideration

Personalized failure email attachement repsonse

Client would like option to personalize the automatic response sent out when email cannot be attached to a record
Guest almost 2 years ago in CS - ClearSight Platform - General 0 Will not implement

Search/Filter users in add-on deployment

Ability to search for a user on Add-On deployment.
Guest over 3 years ago in ClearSight 0 Future consideration

Add Implementation Details field to Dependency Strategy reports in insights reporting

The Dependency Strategy reports contain all dependency information in a quick exportable report except the Implementation Details field. I would argue this is the main field for many use cases. I would like to add this because that field does not ...
Guest almost 2 years ago in Resilience - Reporting & Analytics 0 Future consideration

Add Bcc to email alerts and/or any email process

The email alert process in our system allows the users to setup emails to and from. Unfortunately, there is no spot allotted for a Bcc, which can be very useful. The Bcc or "Blind cc" is not a new concept, yet it is not available in the current fo...
Guest over 3 years ago in RMIS - Riskonnect Alerts 0 Future consideration

Enhance Application Security Settings tracking in Activity Monitoring

Some settings contained in the Application Security Settings in ClearSight Admin do not log how the setting was modified. For example, when searching for the 'Password Never Expires' option, neither the Old Value nor New Value contain a value or i...
Guest over 3 years ago in ClearSight 0 Will not implement

Bulk copy reports into new report group.

Whenever a new insurance policy year starts, our group needs to create 50+ reports. It would save a lot of hours if we could bulk copy reports into a new report group as opposed to copying individual reports.
Guest almost 2 years ago in  3 Will not implement

Show changes to risk records in a visual way

During a meeting with a customer they showed how they capture the details of a risk in a PowerPoint and then manually highlight the changes made since the last risk review meeting in each slide (one slide per risk record). Create a risk record cha...
Kerry Crossland almost 2 years ago in ARM - Admin, Configuration, History and Audit trails 0 Future consideration