Risk Management Platform Ideas
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Group users & Assigned Clients
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...
Created 08 Apr 19:46
Partner Admin
0
Future consideration
1
Vote
Remove View Only as option in System Admin pages
Remove VIew Only as an option for Periodic Email, Ask the Expert, Online Training, Email Templates, TT Reports, Custom Forms, EULAs, Quick Links
Created 08 Apr 19:44
System/Admin (Succeed Internal)
0
Future consideration
1
Vote
Don't show archived expenses on IT data exports
No description provided
Created 08 Apr 19:41
Incident Track
0
Future consideration
1
Vote
Incident Editor : Field exposure delay
The following field selections toggle additional sections to be displayed or hidden. There can be a several second delay between making the selection and the page being updated, during which a user may have scrolled the section offscreen. Any info...
Created 07 Apr 13:57
Incident Track
0
Future consideration
1
Vote
Succeed Advantage : Campaigns : Placeholders
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...
Created 07 Apr 13:51
Partner Admin
0
Future consideration
1
Vote
Registration : 3 GUIDs
Entering 'beta.smstest.net' in the address bar resolves to https://beta.smstest.net/Foyer.aspx?guid=0109D201-F523-4F8C-9DAD-811CD1A570C2. Completing a registration for company 161026.1 on that page generates a Pending Registration for the Risk Man...
Created 07 Apr 13:48
System/Admin (Succeed Internal)
0
Future consideration
1
Vote
Full / Short form : File upload : Multi-select
The file upload control in the Short form states: Drop files here to upload or [Select file] The file upload control in the Full form states: Drop file here to upload or [Select file] Both controls allow only a single file to be selected at...
Created 07 Apr 13:41
Incident Track
0
Future consideration
1
Vote
Document Direct : Setup & Setup
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...
Created 07 Apr 13:38
Partner Admin
0
Future consideration
1
Vote
Fix Incident Created and LastModified timestamp to use UTC
Incident timestamps are current recorded as local server time (EST/EDT). They should be recorded as UTC in database. When the data is accessed, they should be translated to the local time based on the company settings. Write script to convert cur...
Created 06 Apr 22:47
Incident Track
0
Future consideration
1
Vote
Coalesce various phone number formats to one
No description provided
Created 06 Apr 22:45
Main Platform
0
Future consideration
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