We've just added support for custom columns on the Risk Improvements table in Property Insurance. This means you can now extend the table with your own fields β making it fit your organization's specific workflow and reporting needs π
Every organization tracks risk improvements differently. Some need to capture vendor information, others want to tag improvements by priority tier, and some need internal reference numbers specific to their ERP system. Until now, you had to work around this with tags or descriptions.
With custom columns, you define exactly what data you want to capture β and it shows up as a first-class column in the table, ready for sorting and filtering.
You can create custom columns with the following field types:
Navigate to Insurance β Risk Improvements β Settings and click Create field . Give your column a name, pick a type, and you're done. The new column will appear in the table immediately.
This is just the beginning β we're continuing to expand the risk improvements module with more configuration options and deeper analytics. Stay tuned!
You can read more about risk improvements in our docs here.