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

Include capability to group by "Owning Item" when using a widget

Broaden the "group by" function of widgets such as Column/Bar Chart to be grouped by "Owning item" field, as this would allow grouping by folder area/saved locations. Additionally, broadening the "group by" function to include more fields would bo...
Warren Evans 10 months ago in ARM - Dashboards 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

Record response score reduction level rather than discreet target score so that Waterfall chart is easier to manage

Managing the response target scores is challenging when actions close earlier than expected, all subsequent target score need adjusting to take account of the fact that the scores are out of sync. Example: If we close an action earlier, it breaks ...
Ian Shaw over 4 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

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

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

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

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

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

Have visual indicators (flags) at top of the claim administration screen when a claim is/has the following conditions

Client wants the below as an example to appear next to Claim number at the top of the CLAIM screen. It would indicate if a claim is associated with any of the following: • Legal representation • Litigation • Subrogation • Death claim • Medicare/CM...
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

Extend the filtering and/or sorting capability on users and resources list screen

Currently, it is possible to filter resources, however it is not possible to filter by date created or updated for users. The enhancement would be to improve the functionality in this area by either adding additional sortable/filterable columns to...
Nick Ridout over 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 0 Future consideration