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

ClearSight

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Add Claim Transaction Email Templates

Add ability to create transaction email template types. Currently we can't create transaction email templates. So then when we create email actions on transaction based events, the option to pull in an email template isn't available. If we need to...
Guest almost 3 years ago in ClearSight 0 Planned

Include Lost Time Period tracking in Activity Monitoring.

In Activity Monitoring currently, Lost Time Periods are available under the Document Type selection screen. However, there are no options available to enable tracking. Clients would like the option to track who made changes on these record types a...
Guest almost 3 years ago in ClearSight 0 Planned

Ability for Supervisors to manage their Sub-ordinates(Users) and through the Org Tree chain

Ability for Supervisors to manage their Sub-ordinates(Users) and following through the Org Tree chain(Sub, sub-ordinates).
Guest about 3 years ago in CS - ClearSight Platform - General 0 Planned

Add ability to reset password without email

Can we have another way for a user to initially set up or reset their password without relying on their email? We already have the ability to store the authentication phone number (AUTH_PHONE), so could that be re-used? If a user clicks on 'Forgot...
Guest over 3 years ago in ClearSight 0 Planned