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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.

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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
Categories RMIS - Intake
Created by Angie Trygestad
Created on Jul 20, 2018

Intake Portal Standard Summary Section Feature

Need a standard summary section available to the intake portal configuration. Summary section should display a row for each record that will be created/finalized when the intake record is submitted.


Include link to edit each of the records, which would go to that section in the above questionnaire. They could also delete the record from the summary section, which would remove that record from the system (including the shell created while the intake was started). Fields that are displayed in each section should be controlled by a field set.


Should behave similar to the "old" rkim summary page.

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