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

Add Notice.ClaimNumber to available Intake fields on Intake Templates

Client is requesting the ability to have the the Notice.ClaimNumber field available as a field on Intake forms. Their workflow involves users Submitting Intakes for certain items where the users can only input the information and cannot view them ...
Guest over 3 years ago in  0 Future consideration

Adding Multiple Recipient Types for Email Alerts

Currently, separate email alerts have to be created in order to send the same message to multiple recipient types. This is a time-consuming process and presents significant admin overhead when a message needs to be updated as the user has to go to...
Martin Durrant about 4 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration

Place Icon on healthcare landing page for AMA

AMA is embedded in the Security event type and can be hard for users to find this use case. We discussed whether to create a new type of event or another avenue to make it easier to find AMA and submit the event report. One solution would be to ad...
Guest over 3 years ago in Healthcare - Patient Events 0 Future consideration

Add Events "On Create User Account" and "On Save User Account"

Add Events "On Create User Account" and "On Save User Account" to allow a email or task action to trigger
Guest over 2 years ago in ClearSight 0 Will not implement

Need a SIM manager (similar to Tasks) in Claims Administration app

Currently users have no way to search/view SIM records without first locating the attached Claim record. We want something similar to how Tasks are setup in Claims Admin. And maybe be able to add to the HOME page as well (like we can with tasks)
Guest over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

Automatically add Owner of response (or plan)

Rish has and option to automatically add owner of risk (by Folder owner or current user) and it will be very useful to add this option for Plan and Risk. For example have automatically option in admin: a) Risk owner b) Current user
Filip Cernicky over 1 year ago in Active Risk 0 Future consideration

Search Defaults - fields have to be removed in order to change order

We cannot remove one search default, there is not an X next to the search default to remove it. In order to change the search default list or change the order, we have to remove them all and re add them back in
Guest 10 months ago in  0 Future consideration

Adjust My Tasks View - Include Eventual Subordinates

Client has a user structure that includes Supervisors and Team Leads. As a result, the Supervisor role needs to see the Open Tasks of their eventual Subordinates, but that is not an option from the My Tasks tab on the Claims Admin Home page. It ex...
Guest over 2 years ago in CS - Claims Administration 0 Roadmap Consideration

Include Tasks, Notes, Attachments created on SIM records related to Claims to show up on Claim Timeline

Include Tasks, Notes, Attachments created on SIM records related to Claims to show up on Claim Timeline and under the respective sections for each on Claim
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Studio - Allow Email Send Scheduling Not Related to Due Date

FirstBank CO suggested that it would be helpful to be able to use Studio to schedule an email to be sent periodically (e.g., quarterly) to all BIA or BC Plan owners to remind them to take a look at their documents. This would need to be agnostic o...
Amanda Feest over 1 year ago in Business Continuity & Resilience 2 Planned