ClearSight

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In Clearsight - Ability to bulk download emails and email attachments

I now have two clients ask for the ability to be able to bulk download emails and attachments in Clearsight. Client A needs it so they can instruct a solicitor/lawyer at some stage of the claim and provide them with all the correspondence includin...

Guest over 3 years ago in CS - Claims Administration 2 Roadmap Consideration

37 VOTE

Allow Ability to Reformat/Reorganize Icons on Claims

A client utilizes Custom Letter frequently and often edits those custom letters before attaching. In order to find the upload button, they have to know to look behind the drop down of available icons at the top of the claim. They would like to be ...

Guest over 3 years ago in CS - Claims Administration 2 Roadmap Consideration

1 VOTE

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 about 2 months ago in CS - ClearSight Platform - General 1 Roadmap Consideration

20 VOTE

Ability to copy Security groups

Be able to select a security group with a large number of permissions assigned to it and create a copy to slightly modify it for certain groups of users.

Guest about 3 years ago in ClearSight 1 Roadmap Consideration

13 VOTE

ClearSight - Ability to deactivate more than one location at a time

Ability to deactivate more than one location at a time

Guest over 3 years ago in CS - Location & Property Management 1 Roadmap Consideration

12 VOTE

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status. We need for the application to allow the below payment updates in any status. Move payments from one claim to another

Shannon Stout over 3 years ago in CS - Claims Administration 2 Roadmap Consideration

12 VOTE

CS Apps - Ability to Clone Security Group and Permission Set

In CS apps, it is not always easy to see what is in the permission sets assigned to a security group. The ability to clone both Security Group and Permission Set would be very useful so that it is easy to assign or remove from users/groups

Guest over 3 years ago in CS - Claims Administration 0 Roadmap Consideration

11 VOTE

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 over 3 years ago in CS - Location & Property Management 0 Roadmap Consideration

8 VOTE

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 almost 3 years ago in CS - Insurance Policy/Program Management 0 Roadmap Consideration

9 VOTE

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 Roadmap Consideration

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