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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

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

Notifications: Have ability to filter Notification Send options

Within the Notifications module, the notification is sent to named Internal Contacts and/or Internal contact tags. Client has asked if, given their current notification system allows this, to select a location/country and then select a filter to e...
Steve Barnett over 1 year ago in Business Continuity & Resilience 1 Roadmap Consideration

People As Their Own Dependencies Section in BIA

BIA there are many dependencies, but there are not a dependency for people which is under the Misc. Category. OSU feel people is fundamental so it is odd to them that that it does not have their own dependency section in BIA.
Guest 10 months ago in Resilience - BIAs 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

Update Risk Goggles Layers when Entity Views Modified.

When any view updated with condition or result grid columns, user needs to logout and login to clears user specific cache, as ConditonEditorInitialValues framework service will be cache and update after 20 mins
Guest about 3 years ago in CS - Risk Goggles 0 Will not implement

Crystal Report Scheduling: Add Frequency option of First/Last Day of the Year

Client wants to schedule a Crystal report (Cargo IM Detail Report YTD w/ Reserves_Prior Year) to run on the first day of the year to capture the prior year’s data. However, there is no scheduling options for First Day of Year or Last Day of Year. ...
Guest about 4 years ago in CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Values Collection - enable Events and Actions

For a number of clients, we have come across issues because of the inability to use events and actions - workflow - for Values Collection. It is for example impossible to create email events which would be very useful rather than just having the c...
Guest over 2 years ago in CS - ClearSight Platform - General 0 Will not implement

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 see easily see chronologically preceding and proceeding response target scores when assessing a response

"Carousel of Target Response Scores" When entering or updating a target response score it's important to understand the planned mitigation sequence and the assessments relative to the response currently being worked on. Changes to the response in ...