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

Add Claim Transaction Email Templates

Add ability to create transaction email template types. Currently we can't create transaction email templates. So then when we create email actions on transaction based events, the option to pull in an email template isn't available. If we need to...
Guest almost 3 years ago in ClearSight 0 Planned

Values Entry - Ability to produce export with both current year and prior year values

it would be useful for values collectors to export both Current Year and Prior Year values from Values Entry. This would allow them to use prior year values to help populate the current year fields, and then import the current year values back int...
Guest over 3 years ago in CS - Location & Property Management 0 Roadmap Consideration

Add additional thresholds/colours to Risk Counter Widget in ARM Dashboard

The ability to add additional thresholds/colours to Risk Counter Widget in ARM Dashboard - for example aligning counts to PID which have more than 3 colours in them.
Guest 8 months ago in ARM - Dashboards 0 Future consideration

Close or Void open tasks when a Claim or Incident is voided

As it is now, users have to manually close out any open tasks on claims/incidents when they Void.
Shannon Stout almost 3 years ago in CS - Claims Administration 3 Future consideration

Link TI with Notifications

Alerts from TI could be GREATLY enhanced if we were able to create Notification Templates and use them from TI. Fields from TI (i.e., the lines in Alerts, such as Event, Categories, Severity Level, Impacted Assets, etc.) should be exposed to a Not...
Daniel Holmes 8 months ago in Resilience - Threat Intelligence 0 Future consideration

Add text message as an alert method option

Currently the only option in the TI tool to send alerts is via email. The more urgent an alert is, the less this is good practice as the only method of communication. We should have the ability to leverage the mobile phones captured in contact rec...
Daniel Holmes 8 months ago in Resilience - Threat Intelligence 0 Future consideration

Add precise proximity to threat alerts

Currently there is no way to discern the proximity of an asset from a threat by looking at the alert. I assume this information is known in the logic somewhere, else the rule would not have been triggered. Suggest something that looks like: "Impac...
Daniel Holmes 8 months ago in Resilience - Threat Intelligence 0 Future consideration

Include Lost Time Period tracking in Activity Monitoring.

In Activity Monitoring currently, Lost Time Periods are available under the Document Type selection screen. However, there are no options available to enable tracking. Clients would like the option to track who made changes on these record types a...
Guest almost 3 years ago in ClearSight 0 Planned

Add Ability to Search for Plan Roles by Plan Name When Sending Notification from Mobile App

I am doing some testing with sending Notifications from the mobile app. I want to use the Plan Roles option to search for Notification recipients (instead of Internal Contacts). There is a search bar, but it seems that this only allows me to searc...
Amanda Feest 12 months ago in Resilience - Mobile 0 Future consideration

Attachment Name Report

Provide a report, export or data element that allows you to run a list of the names of all the attachments in a customers instance and what document the attachment is associated with.
Mary Hoskins 8 months ago in  0 Roadmap Consideration