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

Adding CC (Carbon Copy) Recipients to Email Alerts

Currently, email alerts can only be sent directly to a recipient type, there is no option to copy someone in. This can cause confusion as often an email sent directly to a recipient suggests the recipient needs to perform some sort of action. Wher...
Martin Durrant about 4 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration

Allow 'Last Review Note' to be imported from excel.

When we import risks from excel, the 'Last Review Note' is not being imported even though the field is active. The last review note can be exported but new review notes cannot currently be added during data import. This is particularly useful for ...
Guest about 4 years ago in Active Risk / ARM - Integration (API, Import/Exports, External Applications, Bulk Updates, ARM to ARM) 0 Future consideration

BC&R Mobile App - show call option on all contact and team lists

When clicking through team roles in a plan, only an email icon is visible. It would be useful to have a phone icon visible as well - this would reduce the need for duplication with the internal contacts list.
Ben Murphy over 1 year ago in  0 Future consideration

Add tracking of Natural_Key object in USRAU table for Tasks, Notes, etc.

Client was looking to utilize Activity Monitoring to track actions around adjusters closing, opening, and reassigning tasks. However, the Key field in Activity Monitoring (pulled from the NATURAL_KEY field in the USRAU table) is blank. This doesn'...
Guest over 2 years ago in ClearSight 0 Future consideration

Display impact scales definitions on BIAs

Customer would like to display impact scales definitions on BIAs. For instance something like a question mark icon next to each impact that shows the scales. Currently only definitions are showed after being selected.
Nick Adams about 1 year ago in Resilience - BIAs 0 Future consideration

File Storage to Use for Plans as Attachments

I’ve noticed that while adding a file (attachment, supplemental information) to a plan or BIA, the only option is to get it from my computer and not an existing file that exists within Riskconnect that may have already been added. Is there a way t...
Guest over 1 year ago in Business Continuity & Resilience 1 Future consideration

EDIT multiple attachments at the same time

Tedious to do so one-by-one.
Guest about 1 year ago in CS - Claims Administration 0 Future consideration

Configurable automatic ID generation

Currently, while the IDs of Risk and other record types are editable, the auto-generated IDs are sequential across the entire Business Area and of the form 1,2,3 and so on. Enhancement to this such as: -Allowing the auto-generated ID to be based o...
Nick Ridout over 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 0 Future consideration

HC Landing Page combining Patient Event Portal and Ambulatory Event

Creating 1 landing page that would combine Patient Event and Ambulatory Event portals into 1 landing page. Clients routinely purchase Patient Event (Acute Care setting - Hospitals) and Ambulatory Event (surgical centers, out-patient services) toge...
Guest over 2 years ago in  0 Roadmap Consideration

Enhance Escrow functionality

At present a policy can be linked to only one fund.Clients have multi year policies that are linked to multiple funds.Need to explore enhancing the tool to allow for this.
Guest over 3 years ago in CS - Claims Administration 0 Roadmap Consideration