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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

Download Full Claim File

Ability to download full claim file – including the pages on the claim, emails, attachments, notes and tasks, etc in one zip file.
Guest almost 4 years ago in CS - Claims Administration 1 Will not implement

Select Impact Profiles per BIA Template

Currently the Impact Scales are created (Customise Site/Customise BIA Scales) and then the calculated RTO/RPO triggers are set (Manage My Account, Riskonnect Settings/BIA Impacts). Idea is to be able to select the BIA impact(s) per BIA template - ...
Steve Barnett about 1 year ago in Resilience - BIAs 0 Planned

Easier way to manage filters

When we have a lot of projects in ARM with different filters for each of them, it's quite hard to see the filter we want to select in the drop down list, because there are too many. Maybe we could imagine a "folder" configuration for the filters a...
Sophie Mouton almost 2 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails / ARM - Filtering 1 Planned

Ability to re-import risks without conflict due to duplicate plan names

Allow users to re-import risks through Excel which have been exported from ARM without having to manually change Plan names because of a technical issue with duplicate plan names. Original Active Risk ID: ARM-I-72

Add action to automatically convert an Incident to a Claim

Add action to convert an Incident to a Claim Automate converting incidents to claims.
Guest almost 4 years ago in CS - Claims Administration 0 Future consideration

Combined Cost/Schedule analysis without needing resource loaded schedules

Process in the past Go into ARM to get cost impact analysis results. Then reach out to project control groups to get schedule impact analysis from Acumen Give project team the combined results Process now Key input is the resource loaded schedule ...

New Portal Icons

The intake portal requires additional event icons.
Guest almost 4 years ago in Healthcare - Patient Events 0 Future consideration

Allow users to detach locations from a collection via the front end

Enhancement request to allow users to detach locations from a collection.
Guest over 3 years ago in CS - Location & Property Management 0 Roadmap Consideration

Create Finance security permissions limiting how much reserves can be entered per Reserve Worksheet

Client wants reserves to go through approval process, if 10k and up reserves have been entered on 1 reserve worksheet in totality of ALL buckets. Currently the system does not have any security permissions based on reserves entered per reserve wor...
Guest over 3 years ago in ClearSight 2 Will not implement

Data Monitor & Values Import - Error Messages to be more explicit to users

Client reported at many occasions that error messages (not exceptions errors) returned in any import job in Data Monitor are not clear enough for users to resolve. For instance in Location Import job, they received an error in red saying "Name can...
Guest over 3 years ago in CS - Location & Property Management 1 Future consideration