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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All ideas

Showing 1177 of 1177

Ability to amend or set the Review Date in ARM when the review is entered

Currently when adding a review in ARM, the data is automatically applied by the system (the date when the review is submitted). However, this does not always reflect reality, on occasion, the review can be done, but the user may not have time / be...
Guest over 4 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

Safety Change Management Control

Usually referrred to as a central change request center or management of change controls
Patrick Eslick over 4 years ago in EHS - Health & Safety 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

Add 'multiselect' option as a custom field

Request is to have a multi-select option as a custom field in addition to the dropdown (single select) that is already available. I have a large client pulling data over from other tools (SFDC based, archer) that has this type of field available. ...
Guest 11 months ago in  0 Future consideration

Plan Task Heading

When importing plan tasks I want to be able to populate the Content text under the heading(Title).
Ben Cartlidge 11 months ago in Resilience - Plans 0 Future consideration

Send Welcome Email through import

When importing Users I want to be able to trigger the welcome email from the import. Where there are hundreds of users sending the welcome email one by one is not feasible.
Ben Cartlidge 11 months ago in Resilience - Administration & Configuration 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 almost 3 years ago in ClearSight / CS - Claims Administration 0 Future consideration

Change Wording of Changes Made to Documents when an associated user has been deleted

Hi, we had an instance recently where it looked like a change had been made to an exercise document but it wasn't clear what the change was. When looking into it, it appeared that a user who had been named in the document had been deleted from the...
Guest 11 months ago in Resilience - Administration & Configuration 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