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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Showing 1113 of 1113

Ability to access the Data history details for a folder

The History logs for the business folder only show the list of changes made along with the date/time stamp but don’t show the Details for the changes made (so the View button is greyed out). It will be usefull to have the details for the administr...
Sophie Mouton over 1 year ago in  0 Future consideration

Disable Incident Number Generation when Using Claim Number

In CS Admin, Claim/RMIS Settings and Automatic Generation of Claim/Incident Field Values if you check the box to 'Use Claim formula for Incident number auto generation', the option for 'for New Incidents using the specified formula' and the formul...
Guest over 3 years ago in ClearSight 0 Will not implement

Add "Create User's Other Email" (Email2) to Expression editor in for Actions

Add Create User's Other Email (Email2) to Expression editor as an option ( see screenshot)
Guest over 3 years ago in CS - ClearSight Platform - General 0 Will not implement

Ability to Route Email to Claim emails to attachment manager

Client would like the option to route full incoming emails to the attachment manager instead of them being split between the email and attachment pages for easier navigation. (view all data in one page)
Guest over 3 years ago in ClearSight 1 Will not implement

Enhance user ability to manager Tasks on Locations

We have a Claim Task List widget for the Claims Admin app, but nothing to help manager Location tasks. User have to either open tasks from the Location record, or go to Claim Admin app and use the Tasks manager. Client wants a Task list in the Loc...
Guest over 3 years ago in CS - Location & Property Management 1 Will not implement

Display From/Sender email address on Email preview panel in ClearSight

Client would like for the From/Sender address to appear in the right-hand panel of the Email page in ClearSight. Currently, the address appears when you fully open an email, but the preview pane does not show the address. The client doesn't need t...
Guest over 3 years ago in ClearSight 0 Will not implement

Display the sum of the weighted and non-weighted risks on the Desktop and Risk Express grids

Is it a real demand to be able to see the sum of the weighted and the non-weighted risks for a project. For example, we could imagine that these sums are automatically calculated according to the records displayed on the screen (so we can select a...
Sophie Mouton almost 2 years ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 1 Will not implement

Personalised notifications and alerts stream

When arriving at the desktop or dashboard, show users a notifications panel that presents list of relevant changes to risks etc. that they're interested in or other important information that needs calling to their attention. These could be risks ...
Ian Shaw almost 2 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration

Add Notes in User Details screen

When in the User Details screen in User Management, Client has asked for a note field to be added under the Authentication Phone Number field. This field should allow for free form text and hold up to 2,000 characters
Guest over 3 years ago in ClearSight 0 Will not implement

Value dependency on the other fields

Have a "dynamic" default value that appears automatically when a particular other field is being changed. For example : after completing the scoring section, if my Risk severity if H1, then another field is automaticcaly switched to a particular d...
Sophie Mouton almost 2 years ago in  2 Future consideration