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

Personalized failure email attachement repsonse

Client would like option to personalize the automatic response sent out when email cannot be attached to a record
Guest over 1 year ago in CS - ClearSight Platform - General 0 Will not implement

Allow Customisation of the Incident / Claim Abstract Report.

The current Incident / Claim abstract report displays claim fields in order . There needs to be the option for clients to reorder these fields in whatever way makes sense for the client. The abstract in it's current form is not usable
Guest about 3 years ago in ClearSight 0 Future consideration

Dynamically change a field access property of a Misc User, Misc Date, Misc Description or Multivalue field

Fields will become read/write only when other related fields are populated (or when certain criteria is met). This would be an extended version of the current code dependencies function. This could be further extended to make fields visble/hidden ...
Guest about 3 years ago in ClearSight 1 Future consideration

Allow individual pages on a form be visible or hidden depending on the criteria specified

This could be based on User Groups or other custom criteria (selected values in special analysis fields e.g. hide the page when SpecialAnalysis#300 = 'HSE')
Guest about 3 years ago in ClearSight 1 Future consideration

Add Implementation Details field to Dependency Strategy reports in insights reporting

The Dependency Strategy reports contain all dependency information in a quick exportable report except the Implementation Details field. I would argue this is the main field for many use cases. I would like to add this because that field does not ...
Guest over 1 year ago in Resilience - Reporting & Analytics 0 Future consideration

Approval Licence

We have several customers, which would appreciate to have licence with just one functionality - to approve risk or review risk. We have many roles in customers projects with read only licences, but these roles are responsible for approoving risks....
Cestmir Junior Pail about 3 years ago in Active Risk 1 Planned

Bulk copy reports into new report group.

Whenever a new insurance policy year starts, our group needs to create 50+ reports. It would save a lot of hours if we could bulk copy reports into a new report group as opposed to copying individual reports.
Guest over 1 year ago in  3 Will not implement

Show changes to risk records in a visual way

During a meeting with a customer they showed how they capture the details of a risk in a PowerPoint and then manually highlight the changes made since the last risk review meeting in each slide (one slide per risk record). Create a risk record cha...
Kerry Crossland over 1 year ago in ARM - Admin, Configuration, History and Audit trails 0 Future consideration

Enhance State Forms process in RK to allow edit within preview, before it gets attached to the record

Enhance State Forms generation process in RK to allow edit within preview, before it gets attached to the record(similar to how it works in Clearsight).
Guest about 3 years ago in RMIS - Claims Management & Administration 0 Future consideration

Admin tool to manually adjust the running order of events

Client has had issues in the past with events running in the wrong order. To my knowledge the order is based on Create Date. The request is to add functionality to Clearsight admin to manaually set the order events run.
Guest over 3 years ago in ClearSight 1 Future consideration