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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 Roadmap Consideration
Created by Guest
Created on Aug 27, 2020

Enable 'Close Task' feature to flow down from Occurrence to Claims

The Close Task feature was not designed to flow down to the Claims from the Occurrence. Currently, the user would need to close each Claim individually and then the Occurrence. The client would like to be able to trigger the Close Task function from the Occurrence and have it close out all tasks on the linked claims.

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