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

Critical Field

Create threshold for processes carried to plans - Filter across these areas, custom critical processes.
Guest about 1 year ago in Resilience - BIAs 0 Future consideration

Option to Retain original Transaction Date when moving transactions

When moving a transaction have a choice as to whether to keep the original transaction date or use Today's date as the trans date on the new claim
Guest about 3 years ago in CS - Claims Administration 3 Future consideration

Parent Occurrence Timeline

Clients using Parent Occurrence want to see a consolidated view of attachments, emails, notes and tasks at the Parent Occurrence level for all related Occurrences and Claims/Incidents. Client referenced this would be especially helpful for their s...
Guest over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

Add support for Primavera XER file import, the default Primavera file format

Add support for Primavera XER file import, the default Primavera file format. Some attributes and schedule properties are not present in the XML format, these are available in the XER files. (The exact details of missing elements tbc)
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

Allow projects to be updated even when MSP project id has changed e.g. when user has done 'save as'

Sometimes the schedule is provided by a 3rd party contractor or for other reasons is saved as a new schedule file e.g. to create snapshots or other baselines, when full project server capabilities are not available. This process unfortunately resu...
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

Need Event/Actions for Payment Preferences/Contacts

We need to be able to create events/actions that will populate data from the Payment Preferences screen to the Contact and/or to a claim transaction that is associated with a particular contact.
Guest about 3 years ago in CS - Claims Administration 0 Future consideration

Fields not available on Diagnosis Codes, Lost Time Periods, FROI/SROI, Indemnity Benefits within Activity Monitoring

Fields not available on Diagnosis Codes, Lost Time Periods, FROI/SROI, Indemnity Benefits within Activity Monitoring. Can we add the fields on these entities to Monitoring
Shannon Stout over 2 years ago in ClearSight 3 Future consideration

4 or more digits on relative date field for events

There is a need to exceed 999 on the relative date criteria when building events. Right now if we want something to fire exactly 1 year from a date that is easy to do, but if we want something to fire at 3 or more years we cannot set the criteria ...
Shannon Stout almost 2 years ago in  2 Will not implement

Risk Express - Add ability to select Response Type when adding a Response in grid view

Response Type cannot be selected when adding a Response to a Risk in Risk Express when viewing Risks in grid view. Only the default value is available unless adding response from Risk Details page. Original Active Risk ID: ARM-I-177
Guest almost 4 years ago in Active Risk / ARM - Other Interfaces (Risk Express, Verify, SnappIT, Surveys, ARM apps) 0 Future consideration

Automation of New Properties (PVC Portal)

One of the significant requests was to have newly reported Properties auto-approved with the user provided the ability to enter new property values immediately. Unfortunately, per Product, the PVC Portal framework does not support that, requiring ...
Guest over 4 years ago in RMIS - Property Management 0 Future consideration