ClearSight

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Create ability to copy users and their related permissions

Setting up user security and related permissions can be a very complex. Typically organizations have users that fall under similar categories. A productivity enhancement we could provide to our clients is when they need to create new users, they c...

Patrick Eslick over 3 years ago in CS - ClearSight Platform - General 4 Will not implement

1 VOTE

Values Review Chart Interactive

In the review state there is a pie chart. It would be useful if this chart could be interactive so that locations can be viewed when selecting through the chart.

Guest about 1 month ago in CS - Location & Property Management 1 Will not implement

1 VOTE

Highlight mandatory fields in Intake

Client would like to have highlighted the mandatory fields in Intake as the red star is not enough for them

Guest about 2 months ago in CS - Claims Administration 1 Will not implement

16 VOTE

CS - Ability to copy email templates

Ability to copy email template and assign new doc type(if applicable) and mappings. Copy template workflow: Copy existing template from any document type email template Ability to change document type Ability to map new doc type fields

Guest almost 3 years ago in ClearSight 1 Will not implement

2 VOTE

Ability to edit the defaulted data in the Allowed Amount and Payment Interval fields.

Walmart would like the ability to edit a the Allowed Amount and Payment Interval fields in a schedule check. Request to make schedule check/schedule voucher form editable or make the Amount field available for the pay schedule entity.

Guest 5 months ago in ClearSight 1 Will not implement

12 VOTE

In Views (CS Admin), on the Select Columns page, be able to search fields in the Available Fields column.

In Views (CS Admin), on the Select Columns page, be able to search fields in the Available Fields column, instead of having to scroll through the whole list of fields to find the one you want to add to the Selected Fields column.

Guest over 2 years ago in CS - ClearSight Platform - General 2 Will not implement

10 VOTE

In CS platform, Zelle / Venmo payment capability for claim payments for this preferred method

Per Claims Innovation 2022 conference this capability is standard due to younger demographic expectation and reality of receiving payments. No desire to receive paper checks as a preference and as a reality of not having a mailing address for mobi...

Guest over 2 years ago in CS - Claims Administration 1 Will not implement

15 VOTE

Allow Users To Select All From a View

Allow users to select all on a view throughout the application. This functionality exists for flagging payments or approvals, but would be helpful when attaching locations to policies for example. Key Requirement is that currently it looks at only...

Guest over 3 years ago in ClearSight 3 Will not implement

14 VOTE

Create a Standard Statement of Values Report in Crystal Reports

Clients need the location adhoc report + prior year and current year values together for their Insurance renewals. This is currently done in BI and can be time consuming and Difficult.

Guest over 3 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Will not implement

9 VOTE

Recycle Bin for Claim Deletes

When clients accidentally delete claim(s) in order to restore the deleted claim it must pass Tier 1, Data Architect (Braude) and Windows Infrastructure to restore attachments. The attached hours are only Tier 1 hours and sample cases, but each tea...

Guest over 2 years ago in CS - Claims Administration 1 Will not implement

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