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 - Location & Property Management

Showing 6

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

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

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

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

Enhancement request - Values admin - Include 'Save and close' button

Enhancement request to include a 'Save & Close" button in Values Admin. Currently have to click 3 times (Save, close green save bar, close folder) to save a change and then close the collection. Finding it a bit of a nuisance - I'm updating ap...
Guest almost 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

Enhancement request - Values Admin - Include ability to filter via parent level location

Enhancement request to include the ability to filter by Parent Level Location in the Values Admin/Contributor (& Reviewer) pages. There is currently no way to filter saved locations by parent.
Guest almost 4 years ago in CS - Location & Property Management 0 Roadmap Consideration