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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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All ideas

Showing 1177

overdue (!) column to be added to the Response grid.

overdue (!) column to be added to the Response grid Original Active Risk ID: ARM-I-308
Guest about 3 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Roadmap Consideration

Hiding the Vendor/Supplier Committed RTO stull shows the RTO in What IF reporting

Client has elected to hide the Vendor/Supplier Committed RTO field within their BIA, yet when they look at What IF under Insights reporting, the supplier dependency shows an RTO field with no data shown. The idea is for any hidden committed RTO wi...
Steve Barnett 10 months ago in Resilience - BIAs 0 Future consideration

Set fire order for events / actions

It would be beneficial if users had the ability to set the order that events and actions fire. For example, if there are 3 events the fire "on create claim" the users would be able to define which order they fire in. Ideally, it would be best to h...
Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Allow customization of sender email address on Time Based Events

Currently, the email address populated in Sender for any email action tied to a Time Based Event is linked to the first user account that created ANY Time Based Event in that schema. This can lead to confusion for the recipients when it appears a ...
Guest about 3 years ago in ClearSight 1 Future consideration

Field visibility based on subcoverage

Client would like to have the ability to hide/show different fields on major coverage forms based on sub coverage. Ex: For major coverage AL sub coverage BI, show fields set up for BI only. Same for other subcoverages within the major coverage par...
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Roadmap Consideration

Ability for Admin to Remove Private Dashboards

Looking for the same functionality as Views in admin. In the Admin-> Views, admin can access and help a user fix a private view, can copy it, and can delete private views when a user is no longer with the company. Looking for the same functiona...
Crystal Wubbels over 1 year ago in CS - Reporting & Analytics - Other 2 Future consideration

Patient Satisfaction Survey Solution

Create a solution for a healthcare organization to deploy, capture and track patient satisfaction surveys
Guest almost 5 years ago in Riskonnect Healthcare 1 Future consideration

Reset status on Payment Processing export batch

This idea originated from a number of times that two different clients have faced issues. In ClearSight they create vouchers, batch them in Payment Processing, then run an AP Export job that exports the batch to an external system. Sometimes for w...
Guest almost 5 years ago in CS - Claims Administration / RMIS - Content/Data Integrations 1 Will not implement

Include All BIA/Plan Access Roles in One Location for Management & for User Audit

Currently, the system is setup to only include 2 types of access roles -- identified as either (O), owner, or (C) contributor -- in the user audit and there is no location to quickly view/manage a user's access to multiple BIAs/Plans. For access m...
Christina Bredhold 10 months ago in Resilience - Administration & Configuration 0 Future consideration

Need separate permission for Convert to Vendor/convert to Non Vendor

Currently permission to use the Convert to Vendor button relies on the "Create Vendor" permission. Client would like to have a separate permission to disable the Convert to Vendor and Convert to Non Vendor buttons.
Guest about 3 years ago in CS - Claims Administration 1 Future consideration