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

CS - ClearSight Platform - General

Showing 51 of 1113

Create ability to copy users and their related permissions

Setting up user security and related permissions can be a very complex. Typically organizations have users that fall under similar categories. A productivity enhancement we could provide to our clients is when they need to create new users, they c...
Patrick Eslick over 3 years ago in CS - ClearSight Platform - General 4 Will not implement

Create the Ability to Select Which Users Receive Delayed Login Notification

Currently, when you set up a user, you have the option to select "Delay User Login Notification". To activate this, you must select the "Send All Delayed Login Notifications" button. But if you have set up several users at once, and they are ready...
Guest over 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Create Configurable Views for Attachments

Clients would like the ability to quickly filter or change the view of the visible attachments. This would allow them to hide columns that are not necessary and create configurable views by Categories or Attachment types.
Guest 9 months ago in CS - ClearSight Platform - General 0 Future consideration

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

True Alphabetical Sorting in ClearSight

ClearSight appears to be sorting string results using case sensitivity, i.e. depending on if the letters are uppercase or lowercase they will be sorted into subgroups of the larger group for that letter. For example the last names Barber, BRADLEY,...
Shannon Stout over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Ability to archive file attachments in CS

Client consumes a great deal of storage each year. They have currently consumed 782 Gb of storage and are consuming 40-45 Gb per year. In order to ease the cost associated with this consumption, Client would be open to discussing an archiving solu...
Patrick Eslick over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

In Views (CS Admin), on the Select Columns page, be able to search fields in the Available Fields column.

In Views (CS Admin), on the Select Columns page, be able to search fields in the Available Fields column, instead of having to scroll through the whole list of fields to find the one you want to add to the Selected Fields column.
Guest over 2 years ago in CS - ClearSight Platform - General 2 Will not implement

Data Dictionary Report: Standard Report with fields by form and page

Standard report that has the fields on each form with both the backend field and the label. Ideally the report would be setup so it could be filtered based on field label. The attached query is a start.
Guest almost 4 years ago in CS - ClearSight Platform - General 2 Future consideration

ClearSight Admin Activity Monitoring Ability to Export Data

Client wants to be able to export data from Activity Monitoring for deeper analysis
Guest over 3 years ago in CS - ClearSight Platform - General 1 Will not implement

Additional functionality of DKIM Authentication Method

Would like the option of utilizing DKIM authentication for email.s
Crystal Wubbels about 1 year ago in CS - ClearSight Platform - General 3 Future consideration