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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When a USER is marked on vacation, do not allow Tasks assigned to them

Similar to how we handle Claim assignments when a user record is flagged on vacation, we want this same functionality to work for Task assignments.
Shannon Stout over 3 years ago in CS - Claims Administration 1 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 over 2 years ago in  0 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 about 3 years ago in CS - Claims Administration 0 Roadmap Consideration

Sedgwick intake API

Clients would like an API to submit incidents to Sedgwick.
Guest over 3 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 over 3 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 almost 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

How can I remove the function [+AddResilience - New Role]

I want to have the possibility to look the function [+AddResilience - New Role].With that I can control the possible roles in the Template
Michael Welander 8 months ago in Resilience - Plans 1 Roadmap Consideration

Ability to Rename "Default Template" in BIA Templates

Default Template is a title that can be easily mistaken by users who are not using the 'out of the box' BIA templates in Business Continuity and Resilience. This can result in oversights that require rework. Understanding that the Default Template...
Nathan Early 8 months ago in ARM - Admin, Configuration, History and Audit trails / Resilience - BIAs 0 Roadmap Consideration

Castellan BC and Resilience: Ability to assign multiple businesses/departments by a wildcard or by a business unit`s.

Enhancement Request where there`s an ability to assign multiple Business Units by a wildcard or by a single Business Unit. For Example, where you have a Level 2 Plan which is a Cluster, Divisional/Campus Management Plan (Emergency Tactical Plannin...
Guest over 1 year ago in Resilience - Administration & Configuration 0 Roadmap Consideration

Enhance 'On Vacation' user setting with Begin and End Date

Along with the ability for users to enter their own ‘On Vacation’ setting in Admin, it would be incredibly helpful if they could enter a Begin Date/Time and an End Date/Time, so that they would not have to remember to go back in an put themselves ...
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 1 Roadmap Consideration