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

Include Fields on CMS Data, Ledgers, Bank and Bank Account within Activity Monitoring

Include Fields on CMS Data, Ledgers, Bank and Bank Account within Activity Monitoring.
Shannon Stout over 2 years ago in ClearSight 1 Future consideration

Crisis Management: When viewing Incident tasks, the role is not visible (only the assigned role is)

Should display both (and be able to hide the one that is blank)
Guest over 1 year ago in Resilience - Crisis Management 0 Future consideration

In Crisis Management, When hovering over an object on the INC GANTT chart, the start/end times (currently appears at the top of the chart and is only visible if you’re viewing the first 13 rows on the chart

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

In Crisis Management, When viewing more than 25 activated plans the page refreshes and requires you to reselect 50, every time

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

Change Management should be more specific in Implications for Internal Contact deletions

When an Internal Contact gets deleted automatically via Import (Create New and Delete Missing) and that record is used in a Plan, the implications details should specifically tell you what Role(s) the record was assigned to. Right now it just says...
Rory Middleton over 1 year ago in Resilience - Administration & Configuration / Resilience - Plans / Resilience - Reporting & Analytics 1 Future consideration

Bring back option for user group access control in Intake Templates

Client is requesting the functionality for User group Access control for fields in Intake. There are options on the templates, but Roshan informed that it is not active functionality.
Guest about 3 years ago in  2 Future consideration

Reserve Worksheet Event - include updates in After Claim Financial Calculation type

Event type - After Claim Financial Calculation does not include reserve updates entered through the Reserve Worksheet. Need an event that will calculate the reserve updates made in the reserve worksheet upon on save and be reflected in the financi...
Guest over 2 years ago in ClearSight / CS - Claims Administration 0 Future consideration

Contibutor Field within Values Admin collection needs to be reportable

When a collection is setup to have a contributor this field needs to be allowed to be pulled in within the BI report - due to this field not existing within the universe
Guest about 3 years ago in CS - Reporting & Analytics - Business Intelligence 0 Future consideration

Save comments when copying a Risk

When we copie a risk, the comments are not copied as well. It would be usefull to keep them.
Sophie Mouton over 1 year ago in  3 Future consideration

Reports and Dashboards to fully extract field characters

Reports and dashboards do not fully extract all the characters entered in the risk or audit screen fields, instead these are cut off mid-sentence. It means users can’t just view the information from their reports or dashboards or extract these to ...
Guest over 1 year ago in  0 Future consideration