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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OpRes Module - 'Pin' a filter view of Products and Services

All products and services are stored in the OpRes Module, however this distracts from the intent of the Module to focus on Important Business Services - appreciate this can't be changed in the build of the system however can the filter be 'pinned'...
Guest almost 2 years ago in Resilience - Operational Resilience 0 Future consideration

Ability to export quick search results to an excel spreadsheet (and print option)

Client states she would like to be able to export the quick search results. At times she uses quick search to search for all claims that include the word 'spider'. However, when quick search pulls back the results, users are unable to export that ...
Guest over 3 years ago in CS - ClearSight Platform - General 3 Future consideration

Notifications - Desktop Alerts

Please consider adding a desktop alert to your notifications offerings. Not only would this make Riskonnect more competitive, but desktop notifications are a benefit to employee's who require ADA accommodation or when a significant hazard, such as...
Guest 7 months ago in  0 Future consideration

Create a Contact Ad-Hoc Report. We don't have any reports on Contacts currently

We don't have any reports on Contacts currently, and Contact Ad-hoc will be useful for clients.
Shannon Stout about 3 years ago in ClearSight 2 Future consideration

Workflow logic based on risk cost/score

Need to be able to use the risk score and/or cost data to drive a workflow e.g. risk score is over a certain value then other fields become mandatory. i.e. a High Risk must have scoring comments or even must have a mitigation plan.
Guest almost 2 years ago in ARM - Notifications and Alerts 4 Future consideration

Critical Field

Create threshold for processes carried to plans - Filter across these areas, custom critical processes.
Guest about 1 year ago in Resilience - BIAs 0 Future consideration

Option to Retain original Transaction Date when moving transactions

When moving a transaction have a choice as to whether to keep the original transaction date or use Today's date as the trans date on the new claim
Guest about 3 years ago in CS - Claims Administration 3 Future consideration

Add support for Primavera XER file import, the default Primavera file format

Add support for Primavera XER file import, the default Primavera file format. Some attributes and schedule properties are not present in the XML format, these are available in the XER files. (The exact details of missing elements tbc)
Ian Shaw almost 2 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Allow projects to be updated even when MSP project id has changed e.g. when user has done 'save as'

Sometimes the schedule is provided by a 3rd party contractor or for other reasons is saved as a new schedule file e.g. to create snapshots or other baselines, when full project server capabilities are not available. This process unfortunately resu...
Ian Shaw almost 2 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Need Event/Actions for Payment Preferences/Contacts

We need to be able to create events/actions that will populate data from the Payment Preferences screen to the Contact and/or to a claim transaction that is associated with a particular contact.
Guest about 3 years ago in CS - Claims Administration 0 Future consideration