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

Showing 28

The Ability To Prevent Password Notifications for SSO Users

Many clients don't authenticate into ClearSight with a username and password. When setting up new users, would like the ability to prevent email notifications from being distributed.
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Included in Release

Provide a field on claims to capture last activity

Currently, LMOD Dt captures the last time the claim data is modified. There is another field that captures financial activity. We would like the system to monitor when a claim is impacted by related entities that are attached. So when a user creat...
Guest almost 4 years ago in CS - Claims Administration 0 Included in Release

Workflow Name in Email Notifications

Add workflow name to email notifications that are sent out from SDIE workflow activities. Clients that have multiple SDIE jobs are unable to decipher which job the notification is coming from. Notifications Need More Detail to be of Value: Client ...
Guest about 3 years ago in ClearSight 1 Included in Release

Create Additional Flexibility with BI Dates

Currently, in BI, you are limited in the types of relative dates you can use. They are built off of calendar years, which makes reporting off of them force users to hard code reports and requires a lot of maintenance. It would be beneficial to exp...
Guest about 3 years ago in CS - Reporting & Analytics - Business Intelligence 0 Included in Release

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 about 3 years ago in ClearSight 0 Included in Release

Increase password length minimum requirement from 8 to 15 characters

Client has increased their security compliance requirements: password minimum length should be increased to 15 characters.
Guest almost 4 years ago in CS - ClearSight Platform - General 2 Included in Release

Change default view for values collectors

The End date is provided - the value collector should not be aware of the end date - they should only see the due date otherwise they will just work to the end date. This should be removed by default.The first valuation date is confusing. Hard to ...
Guest almost 4 years ago in CS - Location & Property Management 2 Included in Release

Remove red error banner when the error is fixed. Currently, user has to manually close the message.

Fewer clicks.
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Included in Release

Ability to set Margins in Custom Letters (HTML)

To make custom letters appear more professional, we need the ability to set letter margins.
Guest over 3 years ago in CS - Claims Administration 0 Included in Release

Ability to modify Payment Schedule Forms in CS. This page is static currently

Ability to modify Payment Schedule Forms in CS. This page is static currently and we would need to update this form
Shannon Stout almost 3 years ago in ClearSight 1 Included in Release