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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Allow Admin to share capability to edit Report Schedules with more than the "Run As" User

In our Org, we have lots of reports that are on a schedule, and find it frustrating to figure out at times who can make changes to a report's schedule other than the Admin. It would be great to be able to "share" the report schedule with more than...
Guest about 2 years ago in  0 Future consideration

Add multiple signer capabilities via Adobe Sign for State Forms

Add Adobe Sign workflows to allow multiple signers for State Forms (internal client signers such as Adjusters/Claims Managers and external signers such as Attorneys, Physicians, Former Employees). Secondary need is the ability to update specific f...
Vince Homer over 4 years ago in CS - Claims Regulatory 1 Future consideration

Add message to Change Status component when claim has Voided status

Right now, we do not put the change status button on the void page layout in base product - however, if a client adds it in (because they think they can unvoid a claim using the button), they get a component error (see linked case for details). I ...
Guest over 4 years ago in RMIS - Claims Management & Administration 0 Future consideration

User Security - ability to create a new user by replicating another user.

When creating new users, you currently have to start from scratch. The ability to replicate the new user, using the settings from another user, would save time and effort. This would also ensure that one doesn't miss a security group or permission.
Mark McFadden about 2 years ago in  0 Future consideration

Add intake specific data points (call time, creator, etc.) in BI universe for reporting

Many CS clients using Intake are asking to report on the Call Time and other fields only seen in the Intake app, but there is no current way to report on these. Clients wish to have an "intake universe" to include this information.
Guest over 4 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration

Diary Systems as Standard

Request is for diary systems to be standardized. Need more info from CSM group.
Patrick Eslick over 4 years ago in RMIS - Claims Management & Administration 0 Future consideration

Character Count on text fields in ARM

Currently text fields show the max character limit in a tooltip. It would be useful to also show a character count as typing, so that users know how much space they have left. Original Active Risk ID: ARM-I-23
Guest over 4 years ago in Active Risk 0 Future consideration

Base Ergonomic Program Management

Ability to have a setup that is designed for managing and ergonomic program at a client. This is pretty standard capabilities in current EHS programs where they can allow requests, tracking and management of requirements related to a company's erg...
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration

Remove case sensitive search on web service lookup to external client/vendor

Client requested that we remove the case sensitive qualifier on the various web service lookups into their system.
Guest over 4 years ago in CS - ClearSight Platform - General / RMIS - Content/Data Integrations 1 Future consideration

Property Values Guidance (PVC Portal)

Client ran into issues whereby the end user didn't understand the difference between Previous and Current, particularly when it was a new value without a previous value. This resulted in several values not being entered appropriately. Given this, ...
Guest over 4 years ago in RMIS - Property Management 0 Future consideration