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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Ideas

Showing 1125 of 1125

Impacting Rating field to be restricted

Currently functionality allows an unlimited range to be entered Request is for both the Impact and Likelihood ratings to be restricted based on the scale being used.
Gill Driscoll 4 months ago in Resilience - BIAs 0 Future consideration

Castellan - Ability to create a tag to not include data

Ability to create a tag to not include data. Use case - we do not want to contact colleagues who are on Long Term Sick or Maternity leave with incident communications, inorder to do this we create a department tag and move them into this in our pe...
Guest almost 2 years ago in Resilience - Data Management / Resilience - Notifications 0 Will not implement

Archive Column for All Data Tables

All data tables that could be pulling information from an archived plan/BIA should include an archived column. The Plan Teams and Risks data currently don't have the capability to filter out archived items so we have to complete this task manually.
Christina Bredhold 4 months ago in Resilience - BIAs / Resilience - Data Management / Resilience - Plans 0 Future consideration

Transaction Manager views to be available in the My Views widget of the Dashboard app

Client is requesting the ability to create claim views that have claim transaction filter criteria, e.g. Transaction Date or Transaction Type. This request relates to existing EPIC - CLM-E-199
Guest over 2 years ago in CS - Reporting & Analytics - Other 1 Will not implement

Ability to End Date Email Templates

Use Case: because we are unable to delete an Email Template since the Email Template is already in use. We would like to be able to End Date an Email Template for Users to not be able to use the Email Template anymore.
Elizabeth Her over 1 year ago in  0 Future consideration

Rich text editor for text fields

Provide support for rich text formatting in text fields, such as bold or coloured text, bullet points and different fonts. Original Active Risk ID: ARM-I-182
Ian Shaw almost 4 years ago in Active Risk 0 Future consideration

Be able to configure Duplicate Payment Warning Message

Allow the configuration of the Duplicate Payment Warning message to add data fields such as Med Bill ID, Invoice Number, check comments, etc.
Guest almost 3 years ago in ClearSight 0 Future consideration

Postal Code validation by state (first two digits of zip)

Client would like to have a Zip Code validation, based on the claim's state. They have this in their current system. They also mentioned it would be great if the user could enter the zip code and the City/State would auto-populate.
Shannon Stout almost 4 years ago in CS - Claims Administration 2 Future consideration

Need ability to "hide" SSN field - would require user action to display

Client does not want to display SSN data on the screen as a default. They would require the user to perform a specific action to display the full SSN. We should develop something similar to other systems, where in order to reveal any sensitive dat...
Guest almost 4 years ago in CS - Claims Administration 0 Future consideration

Additional functionality of DKIM Authentication Method

Would like the option of utilizing DKIM authentication for email.s
Crystal Wubbels over 1 year ago in CS - ClearSight Platform - General 3 Future consideration