Risk Management Platform Ideas

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A group user with the following permissions… Advantage Yes Content Distribution Yes Sales Resources No Clients No Setup Content No Setup events… No Setup claims… No Setup profile No Reports Yes Administration No …is restr...

Campaign emails are capable of using placeholders for mail-merge functionality, but any reference to the placeholders themselves has been lost. Please restore. Browser: Firefox Host Group: Demo Organization Steps: Succeed Advantage > Campaign...

There can be two Setup icons displayed next to each other in Document Direct when navigating through folders. If the user has navigated into a folder in which there are multiple sub-folders, a second, smaller Setup icon is displayed below the Sign...

Add a Submitted To: email/fax to claim submissions

Add an option on main parent group that, when checked, has the following behavior: Child groups will no longer be able to modify their own quick links. All existing login quick links will be unchanged. All available quicklinks will use the parent...

HG users can forward sample responses from Succeed. When they do so from the ATE page in HGA: Note that forwarded replies are not displayed until the page is refreshed Note that forwarded replies are displayed as a separate message when forwarded...

When an admin is responding to an ATE question via email, there are no details regarding the question on the page in which the response is entered. This can get confusing, especially if an admin is attempting to juggle multiple responses or fails ...

There should be a Status column in HGA to indicate which questions have been approved for Succeed to respond. Admin users should also be able to set a question to Approved status within the platform instead of only through the notification email