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

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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 about 4 years ago in ClearSight 0 Future consideration

Add views to Attachments page instead of only having filters

Client requested the ability to build, save, and select different views on the Attachments page rather than only having several filter fields. Different adjusters or user groups will consistently need to view the same subset of attachments across ...
Guest over 3 years ago in ClearSight 1 Future consideration

Highlight mandatory fields in Intake

Client would like to have highlighted the mandatory fields in Intake as the red star is not enough for them
Guest 6 months ago in CS - Claims Administration 1 Will not implement

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 about 4 years ago in ClearSight 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 about 3 years ago in CS - Claims Administration 0 Will not implement

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

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 about 4 years ago in CS - Claims Administration 2 Will not implement

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

Add Title to Task Calendar

Instead of just "1 Task" showing on the calendar in My Tasks, show the title of the task
Guest over 4 years ago in CS - Claims Administration 0 Will not implement

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 almost 3 years ago in CS - Claims Administration 0 Future consideration