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.

ADD A NEW IDEA

RMIS - Renewals & Value Collection

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Renewals - Ability to Export to Excel, Fill Out and Import In Assignments

Request for functionality that is similar to ClearSight. If end users can take what they have been assigned, export that to excel to populate there and then to reupload back on the same screen, this will save time and give another option for those...
Patrick Eslick about 4 years ago in RMIS - Renewals & Value Collection 1 Future consideration

Hide/Show Logic for Renewal Questions

Ability to create hide/show logic questions for Renewals similar to what you would find in Intake Portals.
Patrick Eslick about 4 years ago in RMIS - Renewals & Value Collection 1 Future consideration

Portal Grid Result Display Enhancements

Currently, the results grid displayed when you include a lookup field in a renewal section is sorted by ID of the records._ The only field that is visible in the grid, however, is Name._ It would be better if the Name field is sorted on by default.
Angie Trygestad almost 6 years ago in RMIS - Renewals & Value Collection 0 Future consideration

Ability to Reassign a Location in Renewals Collection Portal

Clients want the ability for someone assigned a property to reassign the whole location or parts of the location collection to another person to fill in the collection of that specific assignment. In ClearSight, we call this the reassignment featu...
Patrick Eslick about 4 years ago in RMIS - Renewals & Value Collection 0 Future consideration