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

Make all risk entries able to be displayed in a Bowtie format

Bowtie should be a visualisation of a risk, not a type of risk. If Causes and Consequences could be added as controlled lists in the Standard (not bowtie) view then these could be displayed in a bowtie format. It would also allow Cause and Consequ...
David Robertson 6 almost 3 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Need Autofix Action On Save Contact Relationship in Clearsight

Need Autofix Action On Save Contact Relationship
Guest about 3 years ago in CS - Claims Administration 0 Will not implement

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 about 3 years ago in Riskonnect Insurable Risk 0 Future consideration

Attach multiple Involved Parties to a Patient Event

No description provided
David McElroy over 6 years ago in Riskonnect Healthcare 1 Will not implement

Intake search functionality across notice status'

Ability to search across all 3 notice statuses at once - In Progress, In Review, and Completed. Today we can only search one status at a time.
Guest about 3 years ago in  0 Future consideration

Ability to Track attachments upload by users.

When client use the email to claim function to send attachments to the system. Activity monitoring is tracking file attachments but it does not inform you of the claim the attachment is tied to. You have no way of seeing what claim the attachment ...
Guest about 3 years ago in ClearSight 0 Will not implement

BAE enhancement request - comments created on columns should be copied across to new allocations if the allocation is copied

In the Allocation App, the ability to add comments against the allocation variables in the Columns page is really useful. However, when the allocation is copied, comments are not retained and copied to the new version.
Guest about 3 years ago in CS - Allocations 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 about 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