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

All ideas

Showing 1113 of 1113

Add 'more info' arrow to security permission listing

The ‘More info’ arrow isn’t available when you are managing Permission sets via the Security Permissions page, however it is available when you access the Permission sets via the Security Groups page. Please could we have the same facility on the ...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Will not implement

More granular control on when comments are required in ARM

In the ARM Admin--> Business Area Settings, Under Enable Change Comments. Currently if any of the boxes are checked, user will be required to put a comment when any change happens in those fields. That's too much for us. We would only like the ...
FARHAN ATIQ almost 4 years ago in Active Risk 0 Future consideration

Alert history under system maintenance not showing survey sent emails

When I send a survey to a specific or group of users, the alert history does not capture a log of these emails. So I have no way of checking if the email actually went to the user or not unless I check with our Email administrator. This should be ...
FARHAN ATIQ over 1 year ago in  1 Will not implement

Viewpoint Master/Copy Report like Summary Detail

Viewpoint has a Summary Detail report which is useful for seeing parent child relationships but currently there is no default out of the box report for Master/Copy records. This will be useful to have to see where a risk has been copied.
FARHAN ATIQ over 1 year ago in  1 Will not implement

Tutorial option should be accessible in Risk Express

The Tutorial Option is available in ARM Desktop. It can be useful to direct users to a How To or Help Page internally. However this is not available in Risk Express and these users are probably more in need of help or support. It could be easily d...
FARHAN ATIQ over 1 year ago in  1 Will not implement

System gen.values/fields should be available in Workflow and Dashboards

There are several system generated fields and values that are not accessible to us in Dashboards and Workflows. e.g. "Owning Item", "Created By", Last Updated fields. These are very useful for reporting, organizing data in a dashboard (by using Gr...
FARHAN ATIQ over 1 year ago in ARM - Admin, Configuration, History and Audit trails / ARM - Dashboards 1 Planned

Dashboard - remove scoring re-assessment option from PID widget

Currently when you create a PID widget the option to re-assess on a different scoring scheme appears, I would like the option to hide this. Some of my clients want dashboards created for specific projects using a specific scoring scheme, even thou...
Lisa Segrave almost 4 years ago in Active Risk / ARM - Dashboards 0 Future consideration

Dashboard - Calendar widget - select which months appear

When you build a calendar widget by default it always shows the current month as the first. It would be good if you could select which months should be displayed. For example if I have a calendar widget to show the status of Risk Reviews I want to...
Lisa Segrave almost 4 years ago in Active Risk / ARM - Dashboards 0 Future consideration

Add a Collapsible Section/Header to Intake

Within the Forms editor in ClearSight, we can designate a section header to be collapsible. We can also configure if the default state for this header, and the fields contained underneath/within it is open or closed. This allows for more control o...
Guest over 2 years ago in  0 Future consideration

Event that can convert an incident to claim based on the answers to certain fields.

Increase efficiency, and better service to our stores
Guest over 1 year ago in  0 Future consideration