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 1176 of 1176

Personalised notifications and alerts stream

When arriving at the desktop or dashboard, show users a notifications panel that presents list of relevant changes to risks etc. that they're interested in or other important information that needs calling to their attention. These could be risks ...
Ian Shaw about 2 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration

Sorting in Dashboards

Option to sort information in Dashboards by A-Z/Z-A, numbers of apperance (of every line), risk level...It could be used for example for sorting Owners of Risks by number of risks, or sorting risks by risk level Further example: The data from the ...
Filip Cernicky about 4 years ago in Active Risk / ARM - Dashboards 1 Future consideration

Value dependency on the other fields

Have a "dynamic" default value that appears automatically when a particular other field is being changed. For example : after completing the scoring section, if my Risk severity if H1, then another field is automaticcaly switched to a particular d...
Sophie Mouton about 2 years ago in  2 Future consideration

Progress indicator for file upload

ClearSight enhancement ideas: have an indicator that shows your file is loading when uploading an attachment. Currently when you hit upload it sits there, and you are not sure if it actually doing anything until the upload is completed.
Guest over 4 years ago in ClearSight 0 Will not implement

Increase the results per page displayed in Claims Admin back to 100 like it was in Enterprise

Per OHSU client: Attachments – ClearSight currently only shows 10 documents per page. Enterprise shows 100 documents per page. This is frustrating for the users as they may need to click through multiple pages to find a document. I was able to upd...
Guest over 4 years ago in CS - Claims Administration 0 Will not implement

Add the probability option in the grid widget on the ARM Dashboard

Add the option to display the "Probability" field in the drop down list so we can see it on our widgets : it would be a good indicator.
Sophie Mouton about 2 years ago in Active Risk / ARM - Dashboards 0 Future consideration

ARM Dashboard - Images and free text

would like to be able to add image files and free text to an ARM Dashboard. e.g. add a company logo or some contextual description relating to the dashboard purpose.
Guest about 2 years ago in Active Risk / ARM - Dashboards 0 Will not implement

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 about 2 years ago in  0 Future consideration

Add multiple signer capabilities via Adobe Sign for State Forms

Add Adobe Sign workflows to allow multiple signers for State Forms (internal client signers such as Adjusters/Claims Managers and external signers such as Attorneys, Physicians, Former Employees). Secondary need is the ability to update specific f...
Vince Homer over 4 years ago in CS - Claims Regulatory 1 Future 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 about 2 years ago in  1 Will not implement