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 797

In Crisis Management, When viewing more than 25 activated plans the page refreshes and requires you to reselect 50, every time

No description provided
Guest over 1 year ago in Resilience - Crisis Management 0 Future consideration

Reserve Worksheet Event - include updates in After Claim Financial Calculation type

Event type - After Claim Financial Calculation does not include reserve updates entered through the Reserve Worksheet. Need an event that will calculate the reserve updates made in the reserve worksheet upon on save and be reflected in the financi...
Guest over 2 years ago in ClearSight / CS - Claims Administration 0 Future consideration

Change Management should be more specific in Implications for Internal Contact deletions

When an Internal Contact gets deleted automatically via Import (Create New and Delete Missing) and that record is used in a Plan, the implications details should specifically tell you what Role(s) the record was assigned to. Right now it just says...
Rory Middleton over 1 year ago in Resilience - Administration & Configuration / Resilience - Plans / Resilience - Reporting & Analytics 1 Future consideration

Add Notice.ClaimNumber to available Intake fields on Intake Templates

Client is requesting the ability to have the the Notice.ClaimNumber field available as a field on Intake forms. Their workflow involves users Submitting Intakes for certain items where the users can only input the information and cannot view them ...
Guest over 3 years ago in  0 Future consideration

Adding Multiple Recipient Types for Email Alerts

Currently, separate email alerts have to be created in order to send the same message to multiple recipient types. This is a time-consuming process and presents significant admin overhead when a message needs to be updated as the user has to go to...
Martin Durrant about 4 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration

Include capability to group by "Owning Item" when using a widget

Broaden the "group by" function of widgets such as Column/Bar Chart to be grouped by "Owning item" field, as this would allow grouping by folder area/saved locations. Additionally, broadening the "group by" function to include more fields would bo...
Warren Evans 10 months ago in ARM - Dashboards 0 Future consideration

Place Icon on healthcare landing page for AMA

AMA is embedded in the Security event type and can be hard for users to find this use case. We discussed whether to create a new type of event or another avenue to make it easier to find AMA and submit the event report. One solution would be to ad...
Guest over 3 years ago in Healthcare - Patient Events 0 Future consideration

Record response score reduction level rather than discreet target score so that Waterfall chart is easier to manage

Managing the response target scores is challenging when actions close earlier than expected, all subsequent target score need adjusting to take account of the fact that the scores are out of sync. Example: If we close an action earlier, it breaks ...
Ian Shaw over 4 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Save comments when copying a Risk

When we copie a risk, the comments are not copied as well. It would be usefull to keep them.
Sophie Mouton over 1 year ago in  3 Future consideration

Reports and Dashboards to fully extract field characters

Reports and dashboards do not fully extract all the characters entered in the risk or audit screen fields, instead these are cut off mid-sentence. It means users can’t just view the information from their reports or dashboards or extract these to ...
Guest over 1 year ago in  0 Future consideration