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 Future consideration
Created by Guest
Created on Dec 8, 2021

RELATED IDEAS

Content Document Link Copy from Intake to Claim

When Incident Detail records are promoted to claims, it is common for the client to want the files uploaded to the parent incident record to be linked to the created claim. This would require a flow to loop through all content document links associated to the incident and create a new content document link associating it to the newly created claim.

It may also make sense to provide a client-accessible checkbox field where they can determine this functionality.

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  • Guest
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    |     Dec 8, 2021

    @keith TY!!!.. We also have use cases where Files are added to both Incident and Incident Detail and they would like files from both records shared with the claim.