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.

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ClearSight

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Values Entry - Ability to produce export with both current year and prior year values

it would be useful for values collectors to export both Current Year and Prior Year values from Values Entry. This would allow them to use prior year values to help populate the current year fields, and then import the current year values back int...
Guest almost 4 years ago in CS - Location & Property Management 0 Planned

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 about 3 years ago in ClearSight 0 Planned

Allow users to detach locations from a collection via the front end

Enhancement request to allow users to detach locations from a collection.
Guest over 3 years ago in CS - Location & Property Management 0 Planned

Activity Monitoring - Add User ID to New and Previous values recorded

Client would like to include the userid as part of the previous/new value fields in activity monitoring. This will allow a unique match and accurate metrics.
Guest about 1 year ago in ClearSight 0 Planned

Adding Tail Date to the Covered Locations, similar to how it works on Claims Made Policies

Adding Tail Date to the Covered Locations, similar to how it works on Claims Made Policies. This is needed for Ascension to provide Tail Coverage to their entities where entity has terminated Policy before the Expiration Date of Policy Two items r...
Guest about 3 years ago in CS - Insurance Policy/Program Management 0 Planned

Cleared and Stop Payment Updates

Ability to do the below items regardless of payment status or if Log Payment or check. Cleared Date needs added to a payment Cleared Date needs removed from a payment Payment changed from Stop Payment to Cleared Payment changed from Cleared to Sto...
Shannon Stout 5 months ago in CS - ClearSight Platform - General 1 Planned

Add task template and email template security permissions

It would be useful if we could have security permissions which restrict the email and task templates that users can see. The current problem is if you go to generate an email, you have a big list of email templates to choose from, most of which ma...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Planned

When a USER is marked on vacation, do not allow Tasks assigned to them

Similar to how we handle Claim assignments when a user record is flagged on vacation, we want this same functionality to work for Task assignments.
Shannon Stout almost 4 years ago in CS - Claims Administration 1 Planned

EDIT multiple attachments at the same time

Tedious to do so one-by-one.
Guest over 1 year ago in CS - Claims Administration 0 Planned

Enhance 'On Vacation' user setting with Begin and End Date

Along with the ability for users to enter their own ‘On Vacation’ setting in Admin, it would be incredibly helpful if they could enter a Begin Date/Time and an End Date/Time, so that they would not have to remember to go back in an put themselves ...
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 1 Planned