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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Status Included in Release
Created by Guest
Created on Nov 16, 2020

RELATED IDEAS

Automated Convert to Claim process based on Intake detail record type

Incidents generated via the portal create Incident and Incident Detail records. Users then must click 'convert to claim' on the Incident Detail to create the claim. Many clients request automation here so the claims can be generated without them needing to undertake additional manual steps.

Adding this to base would streamline delivery and add consistency to the process.

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