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.

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ClearSight

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Fields not available on Diagnosis Codes, Lost Time Periods, FROI/SROI, Indemnity Benefits within Activity Monitoring

Fields not available on Diagnosis Codes, Lost Time Periods, FROI/SROI, Indemnity Benefits within Activity Monitoring. Can we add the fields on these entities to Monitoring
Shannon Stout almost 3 years ago in ClearSight 3 Future consideration

Create a Contact Ad-Hoc Report. We don't have any reports on Contacts currently

We don't have any reports on Contacts currently, and Contact Ad-hoc will be useful for clients.
Shannon Stout over 3 years ago in ClearSight 2 Future consideration

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 almost 4 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 almost 3 years ago in ClearSight 0 Future consideration

Ability for Clearsight to be able to evaluate user log ins on a live basis

Currently, Clearsight only evaluates and possibly deactivates users when the user tries to log in. With that, there could possibly be a user that has not logged in for a year, but doesn't show as inactive because they have not attempted to. This c...
Guest almost 3 years ago in ClearSight 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

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 about 4 years ago in CS - Claims Administration 1 Future consideration

When emailing from Claim, only search Contacts linked to that Claim

When you click on the search on the To, Cc, or Bcc line, can it display contacts already linked on the claim? Currently, when you click on the search button, it makes you search all contacts.
Shannon Stout about 3 years ago in CS - Claims Administration 3 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 almost 4 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Future consideration