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

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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

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

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

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

Enhancement request: Location group security

This is a ticket that was raised years ago but I cannot find it in the ticket system or on our tracker spreadsheet. We would like location group security to be in place as we need to restrict access to certain entities in the system. It is effecti...
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Check for Dependencies When Deactivating Users

When a user is deactivated check to make sure there are no reports/workflows that need to be cleaned up. Use Case: 1. User 1 attempts to deactivate User 2 in Admin 2. The system determines that one or more of the following runs under User ...
Guest almost 4 years ago in CS - ClearSight Platform - General 3 Future consideration

Populate XXXCLAIM_EXT1 and XXXCLAIM_EXT2 with CLAIM_ID Upon Data Entry

There are lots of pieces of the ClearSight platform that evaluate criteria on EXT1 and EXT2 tables. For example, an Event condition, or a report criteria. Sometimes, if data is missing from the EXT1 and EXT2 table the other functions of the applic...
Guest almost 4 years ago in CS - ClearSight Platform - General 2 Future consideration

Standard Stored Procedures to Clean Up IE Table Data

Create Standard Stored procedures that would clen up the data in the IE_ tables. The SPs could be scheduled via SDIE workflows in the application
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration