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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Ideas

Showing 1125 of 1125

RMIS - Work Status - Validation to prevent overlapping dates

Overview: When a new work_status__c record is created, we need to validate that the dates don't overlap an existing record linked to the same claim. If it does overlap, need to prevent user from saving record.
Guest over 5 years ago in RMIS - Claims Management & Administration 0 Future consideration

Completely install ARM without the need for Internet access

The ARM installation requires Internet access, such as with installing .NET version 4.8. Due to increased security measures, Internet access may not be available. Original Active Risk ID: ARM-I-87
Guest about 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

Extend OSHA Capabilities to Incidents & Incident Details

Customers have been asking us why they will need a claim record for OSHA. While we are explaining Claim in Incident status is not a claim, due to various other requirements around security and control structures in place, customers have been askin...
Guest about 4 years ago in  1 Future consideration

Ability to adjust the view to include Location Code when assigning Location access in CS Admin

Client wants the ability to see location code when granting location access to their users
Guest almost 3 years ago in ClearSight 2 Future consideration

Be able to limit access for email templates

Be able to llimit users from seeing specific email templates So for example below, I want a specific user to only see TEST email template instead of the 5 existing email templates.
Guest almost 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Intake Ad Hoc report

Just like Claim, Transaction etc... Can we have an Intake Adhoc report?
Guest almost 3 years ago in CS - Reporting & Analytics - Standard/Crystal 0 Future consideration