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

Claims Erosion Indicator Standard Report

Clients continually ask for erosion.
Guest over 4 years ago in RMIS - Insurance Policy Management 0 Future consideration

Menu-Bar Drop-Down for IT Plan

Having a menu bar drop-down for an IT Plan would make it easier for IT Disaster Recovery people to find their plans. Now they have to use another URL to get to + IT Plan creating and that is not efficient. They also may go into an existing plan an...
Tammy Roitenberg over 1 year ago in Resilience - Plans 0 Future consideration

Claimant portal: Limit transactions view for claimant only

Client needs to be able to show payments to the claimant ONLY? This would be a way for the claimant to see a check has been issued and track status, but they would not want to show financials grid or reserves or other payments that were not to the...
Guest almost 3 years ago in CS - Claims Administration 0 Future consideration

Add Locations to Plan Template

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

Ability to update My Claims view under Claims Admin app

Client has asked for the ability to update My Claims view under Claims Admin app.
Guest over 4 years ago in CS - Claims Administration 1 Future consideration

Show Tasks in My Tasks Area in Order they Appear in Source Plan

In the My Tasks area, tasks currently sort alphabetically by name by default (see WebBrowserMyTasks-Default Sort). It would make more sense for tasks to appear in the same order as the plan they come from. I understand that we can use the sort but...
Amanda Feest over 1 year ago in Resilience - Plans 0 Future consideration

Allow Customisation of the Incident / Claim Abstract Report.

The current Incident / Claim abstract report displays claim fields in order . There needs to be the option for clients to reorder these fields in whatever way makes sense for the client. The abstract in it's current form is not usable
Guest about 3 years ago in ClearSight 0 Future consideration

Dynamically change a field access property of a Misc User, Misc Date, Misc Description or Multivalue field

Fields will become read/write only when other related fields are populated (or when certain criteria is met). This would be an extended version of the current code dependencies function. This could be further extended to make fields visble/hidden ...
Guest about 3 years ago in ClearSight 1 Future consideration

Allow individual pages on a form be visible or hidden depending on the criteria specified

This could be based on User Groups or other custom criteria (selected values in special analysis fields e.g. hide the page when SpecialAnalysis#300 = 'HSE')
Guest about 3 years ago in ClearSight 1 Future consideration

Add Implementation Details field to Dependency Strategy reports in insights reporting

The Dependency Strategy reports contain all dependency information in a quick exportable report except the Implementation Details field. I would argue this is the main field for many use cases. I would like to add this because that field does not ...
Guest over 1 year ago in Resilience - Reporting & Analytics 0 Future consideration