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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

Targeted View of Insights Reporting

A client has suggested that it would be helpful to create a user role that has "targeted" visibility to Insights Reporting - meaning, they can only see Insights Reporting information that is applicable to them.
Amanda Feest over 1 year ago in Resilience - Reporting & Analytics 0 Will not implement

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 over 3 years ago in CS - Reporting & Analytics - Business Intelligence 0 Future consideration

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 ...

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

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

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

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