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 186

Display the sum of the weighted and non-weighted risks on the Desktop and Risk Express grids

Is it a real demand to be able to see the sum of the weighted and the non-weighted risks for a project. For example, we could imagine that these sums are automatically calculated according to the records displayed on the screen (so we can select a...
Sophie Mouton about 2 years ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 1 Will not implement

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

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

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

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 about 2 years ago in  1 Will not implement

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 about 2 years ago in  1 Will not implement

Task Overview

Client has asked for the ability to update the task overview. Go to Claims Adminitration app Click on Tasks section on the left. Click on any tab (not the tab folder) and the overview will show up on the right.
Guest over 4 years ago in CS - Claims Administration 1 Will not implement

Make delete for policy and delete for premiums not so easy to mix up

I have accidentally deleted policies when attempting to delete a premium. The way that the screen scrolls down and the delete button for the premium is hidden, makes it very easy to make the mistake of deleting the policy and losing all informatio...
Kristie Sanders over 2 years ago in  0 Will not implement

Claim Timeline: Improve comments formatting

View of comments in Timeline can be improved (indented, attached to note somehow)
Guest over 4 years ago in CS - Claims Administration 0 Will not implement