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.

ADD A NEW IDEA

Ideas

Showing 1125 of 1125

Give a warning or stop being able to close a record, when you still have open actions

At present, you can close a record (risk or issue) while still having open actions on the record. It would be preferable to remove this ability or at least give a warning that there are still open actions, if a user tries to close the record, so t...
William McGregor almost 2 years ago in  0 Future consideration

Search Defaults - fields have to be removed in order to change order

We cannot remove one search default, there is not an X next to the search default to remove it. In order to change the search default list or change the order, we have to remove them all and re add them back in
Guest 11 months ago in  0 Future consideration

Escalation status on desktop grid

Desktop users need to be able to see which risk are escalated to where from the desktop without opening each risk form
Guest almost 2 years ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) / ARM - Notifications and Alerts 0 Planned

Tasks - Close when voided

We have users that do not have the ability to void or unvoid claims / incidents / occurrences when a entity gets voided they are stuck with open tasks and need assistance to close the task. Requesting functionality either similar to Close Manually...
Crystal Wubbels 11 months ago in  0 Future consideration

Email Template functionality Similar to Views - User Groups

Users have requested the ability to limit the view of email templates to specific user groups. Example sensitive information email is only able to be sent by supervisors. Additionally a company with a large number of email templates could limit th...
Crystal Wubbels 11 months ago in  0 Future consideration

Apply a percentage (%) spread to expected/single point cost and duration estimates during project import

Apply a percentage (%) spread to expected/single point cost and duration estimates during project import
Ian Shaw almost 2 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Task Due Date field - enhancements to calendar displayed

When clicking on the Due Date field, display 3 months instead of the current month On the displayed months, show the number of tasks already assigned to that user on the dates Block off or ‘gray out’ vacation dates
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

ClearSight and Enterprise - Ability to add PDF template to Forms & Letters Manager

Client has asked for the ability to add PDF templates to the Forms & Letters Manager. Sometimes they have documents that are only available in PDF and currently, they have two resources spending time retying them into a word document just to u...
Guest over 4 years ago in CS - ClearSight Platform - General 1 Will not implement

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
Guest almost 3 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Roadmap Consideration

Add probability/frequency to desktop grid

There is no way of showing on the desktop grid if a risk assessment is frequency or probability based and no way of showing the chosen frequency. Also, the probability on the desktop shows as zero for frequency based risks – really ought to be n/a...
Guest 12 months ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration