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 18

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 almost 4 years ago in CS - Claims Administration 2 Roadmap Consideration

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 almost 4 years ago in CS - Claims Administration 3 Roadmap Consideration

Add more Long Description fields for Claims

Add more Long Description fields for Claims - currently there are only 5 Long Description fields available for claims.
Guest about 1 year ago in CS - Administration & Configuration 2 Roadmap Consideration

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 over 3 years ago in ClearSight 1 Roadmap Consideration

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

Ability to deactivate more than one location at a time
Guest almost 4 years ago in CS - Location & Property Management 1 Roadmap Consideration

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 almost 4 years ago in CS - Claims Administration 2 Roadmap Consideration

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 almost 4 years ago in CS - Claims Administration 0 Roadmap Consideration

Allow users to roll values forward from previous year

In Values Admin, there could be a setting where all values can be rolled forward. The current process is to export the values and then reimport them. And/Or within a collection, give users a button to click to roll values forward.
Guest almost 4 years ago in CS - Location & Property Management 1 Roadmap Consideration

Enhance Escrow functionality

At present a policy can be linked to only one fund.Clients have multi year policies that are linked to multiple funds.Need to explore enhancing the tool to allow for this.
Guest over 3 years ago in CS - Claims Administration 0 Roadmap Consideration

Parent Occurrence Timeline

Clients using Parent Occurrence want to see a consolidated view of attachments, emails, notes and tasks at the Parent Occurrence level for all related Occurrences and Claims/Incidents. Client referenced this would be especially helpful for their s...
Guest almost 4 years ago in CS - Claims Administration 1 Roadmap Consideration