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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Showing 1115 of 1115

Update the grid column risk/issue/opportunity counter when using filters on grid column data

Have the risk/issue/opportunity counter (highlighted in attached) to reflect the number of records returned when further filtering data after expanding a widget e.g. 1000 total records show in total, when filtering for a certain date raised, data ...
Warren Evans 9 months ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) / ARM - Dashboards 0 Future consideration

When importing transactions use date of transactions as Inc to Clm date, not date of import

when a transaction is imported onto a record, if the status is Incident, it will be converted to a claim, but the IncToClm date is the date the import was run, not the date of the transaction. Client is requesting that the date used for the IncToC...
Guest about 3 years ago in CS - Claims Administration 1 Will not implement

Enhancement request - Values Admin - Include ability to filter via parent level location

Enhancement request to include the ability to filter by Parent Level Location in the Values Admin/Contributor (& Reviewer) pages. There is currently no way to filter saved locations by parent.
Guest almost 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

Include capability to group by "Owning Item" when using a widget

Broaden the "group by" function of widgets such as Column/Bar Chart to be grouped by "Owning item" field, as this would allow grouping by folder area/saved locations. Additionally, broadening the "group by" function to include more fields would bo...
Warren Evans 9 months ago in ARM - Dashboards 0 Future consideration

When within a Policy and on the Claims page > link to take you to the claim

The client would like to be able to quickly go to the claim from within the Policy. Currently, when you are on the Claims page within a Policy, the user cannot quickly click on the claim that would take the user to the claim. The user has to copy ...
Guest over 1 year ago in CS - Insurance Policy/Program Management 0 Future consideration

Ability to be able to edit Subject for Report Distributions

Client wants ability to be able to edit Subject for Report Distributions
Guest about 3 years ago in CS - Claims Administration 1 Will not implement

Ability for Supervisors to manage their Sub-ordinates(Users) and through the Org Tree chain

Ability for Supervisors to manage their Sub-ordinates(Users) and following through the Org Tree chain(Sub, sub-ordinates).
Guest about 3 years ago in CS - ClearSight Platform - General 0 Planned

Add Actions to Homescreen and Mobile App

It would be nice if a list of Actions assigned to a user appeared on their Resilience home screen AND if Actions could be viewed and actioned from the mobile app (especially Actions tied to Incidents).
Amanda Feest over 1 year ago in Resilience - Actions 0 Future consideration

Ability to Make Offline Plan Access Automatic in App

Customer would like the ability for all plans and documents to have offline access through the mobile app enabled automatically, as opposed to having to tell people to go to the app and enable offline access.
Kadambari Lanka over 1 year ago in Resilience - Mobile 0 Future consideration

Allow Option for Dependency Strategy to be Assigned to Specific Activities

A client has requested that we allow for the assignment of specific activities to a dependency strategy. E.g., a Site Dependency is assigned to all the activities in the BIA; there are 2 strategies assigned to the dependency - 1 would be applicabl...
Kadambari Lanka over 1 year ago in Resilience - BIAs 0 Future consideration