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 285 of 1124

Ability (option) to display all Occurrence Notes on the Claim's Notes page (not just on the Timeline page)

Currently notes added to an occurrence will display on the Claim's Timeline page. Client wants the option to show all occurrence notes on the NOTES page of the Claims associated to that occurrence.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Future consideration

Provide information for which templates are linked to which events/actions

The use case presented by the client relates to a task template that is attached to multiple events/actions. Making changes to the task template would have an impact on multiple events/scenarios, but the system currently has no way to signify or n...
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement

Ability for Proper Licensing Tracking and Guard Rails for ClearSight

Currently, there are no restrictions for any one who has proper access to add users or functionality even if they have not been licensed for them. The ask here is to put in a product feature that: Define the number of users (and types) they are li...
Patrick Eslick almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

Limit Attachment Sizes

There is an event condition that allows you to evaluate an attachment size, however, it does not work. I am not sure if it ever was intended or if that is the best way to approach this, but given the aggressive nature and pricing of our storage, c...
Guest almost 4 years ago in ClearSight 0 Future consideration

Automated process or simplified system report to get user security

Streamlined sys report to document user security information such as security groups/access/permission set.
Guest almost 4 years ago in ClearSight 1 Future consideration

Need ability to create custom views and search options for SIM records

Currently we cannot create any views or perform any searches on SIM records. We need the same functionality on SIM that we have for Tasks. Let users create private or custom views, select their own search fields, etc.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Future consideration

The Ability to Group Users By Named Supervisor in BI

Standard reports allows users to add conditions to say MiscUser1 is the Eventual Subordinate of NAMEDUSER. This makes organizing adjuster teams easy in Standard reports. BI does not pull in the User.Supervisor field and it would be a useful data e...
Guest over 3 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration

Allow Duplicate Check for Intake to Check Any DB Field Allowed in Duplicate Check Query

Currently in ClearSight Admin, Claims/RMIS Settings, Duplicate Claims/Incidents Settings you can build up a query to check for duplicate claims or incidents being checked. You can use all of the fields on XXXCLAIM_EXT1, XXXCLAIM_EXT2 and XXXCLAIM_...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Allow users to set schedules ahead of time for out of office on Auto Assignments.

The thought is that it will be challenging for managers to maintain all of their adjusters schedules and know that they have to login to the system and check the out of office on their adjusters profiles. They also thought having a time for which ...
Guest almost 4 years ago in CS - Claims Administration 2 Will not implement

When searching for Reports, add Prior Valuation Date as search option

Client would like the ability to search reports by prior valuation date (located on other info section) if possible. Example, be able to search all reports valued as of 1/1/18. It currently doesn't appear when editing/creating a view within the se...
Guest over 3 years ago in CS - Reporting & Analytics - Standard/Crystal 2 Future consideration