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
Categories CS - Claims Administration
Created by Guest
Created on Aug 3, 2021

RELATED IDEAS

Allow Occurrence or Claim Number on Invoice form to be a hyperlink to that object

Currently, we can add the Occurrence ID field to a claim/incident form allowing the user to go directly to the occurrence from the claim/incident.


There is an Occurrence No. and Claim No. field that can be added to the Invoice forms at this time, but it is only static text. Schneider would like for the Occurrence and Claim number fields on the Invoice form to be a hyperlink that takes the user directly to that object.


Their adjusters and users currently need to move back and forth between the objects, and this would simplify their workflow by not requiring them to copy/paste the number and execute a search on it to open that object.

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  • Guest
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    |     Sep 21, 2022

    During an onsite visit last week with the same client who originated this enhancement request, they brought up how (on average) it takes their adjusters 14 minutes to complete a new invoice. Anything we can do to help shave time off of this would be greatly appreciated.

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