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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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All ideas

Showing 1177 of 1177

Give warning when using qualitative band selection for a three point estimate

When a user clicks on a band (high, med, low) to score a risk it will potentially overwrite a three point estimate without warning. Users can easily loose data points
Guest almost 2 years ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 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 almost 3 years ago in ClearSight 0 Future consideration

Archive Column for All Data Tables

All data tables that could be pulling information from an archived plan/BIA should include an archived column. The Plan Teams and Risks data currently don't have the capability to filter out archived items so we have to complete this task manually.
Christina Bredhold 7 months ago in Resilience - BIAs / Resilience - Data Management / Resilience - Plans 0 Future consideration

Ability for Clearsight to be able to evaluate user log ins on a live basis

Currently, Clearsight only evaluates and possibly deactivates users when the user tries to log in. With that, there could possibly be a user that has not logged in for a year, but doesn't show as inactive because they have not attempted to. This c...
Guest almost 3 years ago in ClearSight 0 Future consideration

Add explanation to "Are You Sure?" dialog box

When clicking on the Archive button (which is right next to the Delete button - in plan lists, the dialog box that appears ask for confirmation but does not state the action being taken. The text of the box should be changed to something like "Are...
Guest almost 2 years ago in Resilience - Plans 0 Will not implement

Talk to Text (Voice Recognition)

Provide the ability for users to utilize their mobile devices and dictate into the microphone to complete fields within the portal and platform. The solution will need to be HIPAA compliant.
Guest almost 6 years ago in Non-Product Specific & RK/Salesforce Platform / Riskonnect Healthcare / RMIS - Intake 0 Future 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

Emails to carry over when converting a Incident into new claim

Currently the emails do not carry over from an incident to claim when you are maintaining the incident.
Guest about 4 years ago in CS - Claims Administration 1 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 about 3 years ago in  0 Roadmap Consideration

When emailing from Claim, only search Contacts linked to that Claim

When you click on the search on the To, Cc, or Bcc line, can it display contacts already linked on the claim? Currently, when you click on the search button, it makes you search all contacts.
Shannon Stout about 3 years ago in CS - Claims Administration 3 Future consideration