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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Ability to add a customer Logo to the Token email out of the Claimant Portal

Customers would like the ability to add an image/logo to the email that is generated for the Claimant Portal so that the end user can see/confirm it's from our customer and not appear as spam
Wayne Bernier almost 3 years ago in ClearSight 0 Will not implement

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 over 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 over 4 years ago in Active Risk / ARM - Dashboards 0 Future consideration

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

Change the button for Resources to open a menu

The button to select a resource should open a menu, not the right-side "window". Like the calendar button, open a calendar to choose from.
Vincent Guerard over 1 year ago in  1 Will not implement

Column headings should be justified the same as the data rows

Some fields in the ARM desktop, risk express grid etc. are justified to the right (quantifiable fields) but there are headings are justified to the left. It makes sense for something like 'cost' to be justified to the right as it is easier to read...
Guest over 4 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 1 Will not implement

Printing State Forms

When trying to print a state form, the system attaches it to the Note but the category shows "no description". The client has asked for the ability to set the Title and Category when printing a State form.
Guest over 4 years ago in CS - Claims Regulatory 1 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 over 4 years ago in Active Risk 0 Future consideration

Text Messaging - Attached To on standard form

Add the Attached To field to the standard Text Messaging form. It is available in the View, but not once the record is opened
Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

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 over 4 years ago in  1 Future consideration