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

Add an Extension Claim Object to the Standard RMIS App

In the standard RMIS App, include one claim extension object to clients an additional 800 fields to hold there claim data. Projects moving clients from Clearsight to Riskonnect are hampered with issues related to the object limitations of SF. Incl...
Guest over 3 years ago in RMIS - Claims Management & Administration 0 Future consideration

Provide the ability to identify the record type.

Currently, there is a Custom History solution implemented for field history tracking on a custom object where the object is a detail of a Master-Detail Relationship. It cannot be identified what the Record Type of the object was per Custom History...
Guest almost 2 years ago in  0 Future consideration

Give a warning or stop being able to close a record, when you still have open actions

At present, you can close a record (risk or issue) while still having open actions on the record. It would be preferable to remove this ability or at least give a warning that there are still open actions, if a user tries to close the record, so t...
William McGregor almost 2 years ago in  0 Future consideration

Search Defaults - fields have to be removed in order to change order

We cannot remove one search default, there is not an X next to the search default to remove it. In order to change the search default list or change the order, we have to remove them all and re add them back in
Guest 11 months ago in  0 Future consideration

Tasks - Close when voided

We have users that do not have the ability to void or unvoid claims / incidents / occurrences when a entity gets voided they are stuck with open tasks and need assistance to close the task. Requesting functionality either similar to Close Manually...
Crystal Wubbels 11 months ago in  0 Future consideration

Email Template functionality Similar to Views - User Groups

Users have requested the ability to limit the view of email templates to specific user groups. Example sensitive information email is only able to be sent by supervisors. Additionally a company with a large number of email templates could limit th...
Crystal Wubbels 11 months ago in  0 Future consideration

Apply a percentage (%) spread to expected/single point cost and duration estimates during project import

Apply a percentage (%) spread to expected/single point cost and duration estimates during project import
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

Add probability/frequency to desktop grid

There is no way of showing on the desktop grid if a risk assessment is frequency or probability based and no way of showing the chosen frequency. Also, the probability on the desktop shows as zero for frequency based risks – really ought to be n/a...
Guest 12 months ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

Review how help text is displayed in rkl portals to standardize the hover over box size and line breaks

Currently, there seems to be a inconsistent way that the help text hover over text is formatting/put into a box. Line breaks are not occurring where we would expect and box size can be inconsistent.
Guest almost 4 years ago in RMIS - Intake 0 Future consideration

Resilience Notifications integration with Signal

With the new WhatsApp functionality for Notifications (which is really cool, by the way), I would be interested to see future enhancements that allow for integration with similar services such as Signal, a similar service to WhatsApp renowned for ...
Nathan Early 12 months ago in Resilience - Notifications 0 Future consideration