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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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Add a type of field that you can scroll through a whole list of items in a library

There is no type of field that gives you a list of things to scroll through and pick .This would be useful for example when I want to set an application as a dependency (but i do not know the exact name) in a BIA, i could scroll through the whole ...
Guest 6 months ago in Resilience - BIAs 1 Roadmap Consideration

Improve Process Selection for Upstream Dependencies

When gathering information about a department's upstream dependencies, you are given the option to select a process within the upstream department that the BIA is dependent on. When selecting the upstream process however, process detail (other tha...
Guest 6 months ago in Resilience - BIAs 1 Roadmap Consideration

Enhance Escrow functionality

At present a policy can be linked to only one fund.Clients have multi year policies that are linked to multiple funds.Need to explore enhancing the tool to allow for this.
Guest over 3 years ago in CS - Claims Administration 0 Roadmap Consideration

HC Landing Page combining Patient Event Portal and Ambulatory Event

Creating 1 landing page that would combine Patient Event and Ambulatory Event portals into 1 landing page. Clients routinely purchase Patient Event (Acute Care setting - Hospitals) and Ambulatory Event (surgical centers, out-patient services) toge...
Guest almost 3 years ago in  0 Roadmap Consideration

Sedgwick intake API

Clients would like an API to submit incidents to Sedgwick.
Guest almost 4 years ago in RMIS - Claims Management & Administration 0 Roadmap Consideration

Parent Occurrence Timeline

Clients using Parent Occurrence want to see a consolidated view of attachments, emails, notes and tasks at the Parent Occurrence level for all related Occurrences and Claims/Incidents. Client referenced this would be especially helpful for their s...
Guest almost 4 years ago in CS - Claims Administration 1 Roadmap Consideration

Enhancement request - Values admin - Include 'Save and close' button

Enhancement request to include a 'Save & Close" button in Values Admin. Currently have to click 3 times (Save, close green save bar, close folder) to save a change and then close the collection. Finding it a bit of a nuisance - I'm updating ap...
Guest about 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

Allow specified frequency of reminder emails and fix current problems

Riskonnect functionality for BIAs and BCPs auto-generates email reminders every day leading up to the day of and days after scheduled milestones. Multiple clients reported grappling with stopping emails to Executives during our Australian Communit...
Guest 9 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

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

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