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.

ADD A NEW IDEA

Ideas

Showing 1125 of 1125

Reorder Columns on Reserve Worksheet

Client would like to be able to reorder columns on reserve worksheet to be able to mirror their external worksheet they no longer want to use
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Reporting for Files to see orphaned Files/Last Modified via Insights

Some customers have data retention policies that mandate deletion of certain items after a set timeframe. BC&R doesn't have a stock data retention component but you can use Insights to see when something was last modified/approved (like docume...
Nick Adams over 1 year ago in Resilience - Reporting & Analytics 1 Future consideration

Add Option to Choose a Different BIA Template as Default

If a client creates custom BIA templates, it would be great if they could select one of those to be their new "default" BIA template. Currently, I don't think there is a way to do this and the out-of-the-box default template will always been the d...
Kadambari Lanka over 1 year ago in Resilience - BIAs 1 Future consideration

Move "New Incident" Button on Mobile App to Incidents Tile

UI request from a client: In the mobile app, the button to create a new incident should be on the Incidents tile (IMG_2850), not the dashboard screen (IMG_2849). *screenshots attached
Amanda Feest over 1 year ago in Resilience - Crisis Management / Resilience - Mobile 0 Future consideration

Ability to copy individual permission sets

Currently, there is no ability in ClearSight to copy individual permission sets. This gap causes a large amount of time to be spent when a client wishes to reorganize their security. For example, if a client was implemented with 'Full Access' sets...
Guest over 2 years ago in ClearSight 0 Future consideration

Access to files imported/exported through ClearSight

The client would like some degree of access to the files which are imported into ClearSight, and the files that are exported out of ClearSight (via SDIA/SDIE). The ability to download the files for review, possibly through Data Monitor (or possibl...
Guest over 2 years ago in ClearSight 0 Will not implement

Make OCI Sync not coverage specific

Right now, OCI sync only works if the coverage is the same between the occurrence/claim/incident. Can there be a setting added that will allow the syncs to ignore coverages for the fields in the OCI sync list?
Guest almost 3 years ago in CS - ClearSight Platform - General 1 Will not implement

Allow users to roll values forward from previous year

In Values Admin, there could be a setting where all values can be rolled forward. The current process is to export the values and then reimport them. And/Or within a collection, give users a button to click to roll values forward.
Guest over 3 years ago in CS - Location & Property Management 1 Roadmap Consideration

Rework ODG UI in Clearsight to more closely resemble ODG site

On the ODG website, they utilize graphs and larger illustrations to display data. Crete would like to have the ODG UI in Clearsight to have more graphic representation of the data instead of just a data dump into fields. ODG site also allows for a...
Guest almost 3 years ago in CS - Claims Administration 2 Will not implement

Ability to change the sort for the Dependency Plan section

The Dependency Plan Section will currently show records in alphabetical order. Would like the ability to change the sorting to show by other fields, e.g. Lowest Requested RTO.
Rory Middleton over 1 year ago in Resilience - Plans 0 Future consideration