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

Add Title to Task Calendar

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

Track last passwords - increase from 8 to 13

Currently in ClearSight it is possible to track the last 8 passwords so these are not repeated. Client has asked for this to be increased to 13 to comply with their security policies.
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Add tracking of Natural_Key object in USRAU table for Tasks, Notes, etc.

Client was looking to utilize Activity Monitoring to track actions around adjusters closing, opening, and reassigning tasks. However, the Key field in Activity Monitoring (pulled from the NATURAL_KEY field in the USRAU table) is blank. This doesn'...
Guest over 2 years ago in ClearSight 0 Future consideration

EDIT multiple attachments at the same time

Tedious to do so one-by-one.
Guest about 1 year ago in CS - Claims Administration 0 Future consideration

Enhance Escrow functionality

At present a policy can be linked to only one fund.Clients have multi year policies that are linked to multiple funds.Need to explore enhancing the tool to allow for this.
Guest over 3 years ago in CS - Claims Administration 0 Roadmap 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

Emails to carry over when converting a Incident into new claim

Currently the emails do not carry over from an incident to claim when you are maintaining the incident.
Guest almost 4 years ago in CS - Claims Administration 1 Future consideration

Need report options for SIM records

Currently we do not have any standard reports for SIM records. Ideally we would like to have at least an adhoc report option for SIM where we can pull SIM data as well as the associated Claim (or other Entity) data.
Guest over 3 years ago in CS - Claims Administration 1 Future consideration

Report Scheduling Flag

Can we have a flag to use in report scheduling? And can that flag be able to look at the UPDHIST table and be smart enough to verify if the current valuation has been processed? We have many monthly or quarterly processes we manually run for clien...
Guest over 3 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Future consideration

BI hover help details

The financial bucket labels and hover over explanations are reflecting ClearSight's internal designations for these which does not always match the client's use and causes confusion when building reports. Request is to make these more generic. For...
Guest over 3 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration