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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.

Status Future consideration
Created by Guest
Created on Aug 14, 2020

Process Kickoff Email (PVC Portal)

Client stated that one of their requirements during the sales cycle was the ability to send a "process kickoff" email to the individuals responsible for collecting data that contains a consolidated list of properties for which they are assigned (essentially one email that lists all their assigned properties). The purpose for this was to allow these individuals the opportunity to confirm or change the assignments with Risk Management.

This was a contentious issue because HAL had to run platform reports, sort them into spreadsheets, then send them one-by-one to the recipients. A potential workaround could be a Conga report solution.

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