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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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Incude Misc. Currency fields in the standard SOAP services of Clearsight

On the special analysis fields of standard Incident and Claim Webservices have included the fields type MiscDate, MiscDescription, MiscNumber, SpecialAnalysis, MiscUserID, and MultiValue are include, also we need include the Misc Currency fields, ...
Guest almost 4 years ago in ClearSight 1 Future consideration

Increase number of Program manager fields

Client needs to add fields to the PROGRAM table, which has reached its limit (20). It is possible to expand this in the next release?The use of the PROGRAM table for the storage of reserves was proposed by Marsh ClearSight during the last upgrade,...
Guest almost 4 years ago in ClearSight 1 Future consideration

Allow Password protected documents to be attached to a Claim

Clients use password protection on MS Word Files, when emailing to a claim, or adding the file to a claim, they get errors. The idea is to allow protected files to be added to a claim.
Guest almost 4 years ago in CS - Claims Administration 1 Future consideration

Add Additional Details to SDIA Stored Procedure Notifications

It would be helpful to add additional information to SDIA Stored Procedure notifications like Schema Number, Client Name, Job/Workflow Name etc. This makes it easier to manage notifications when supporting all of the clients.
Guest almost 4 years ago in ClearSight 1 Future consideration

Ability to select Contact from the duplicate Contact pop-up window

When you are entering in a new contact from the Claim, and receive a possible duplicate, it would be nice if a user can select that ‘dup’ from the pop-up window to add it. Currently, users have to cancel and then search for that ‘dup’ to add the c...
Shannon Stout almost 4 years ago in ClearSight 1 Future consideration

Allow Users the Ability to Manage Temporary Claim Assignments

Currently, users can assign claims to a temporary Adjuster. They can set start and end dates and there are jobs that will assign or reassign when those dates start and expire. There is not a current capability to manage these in any way. Client do...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Allow Users to Export Data via DI into XLSX Format

Currently, there is a limitation with Data Integrator and how it works with SDIE that will not allow export of a file in XLSX. The current process is to export in CSV and ask the client to convert into the format that they need. We would like to r...
Guest almost 4 years ago in ClearSight 1 Future consideration

Printing State Forms

When trying to print a state form, the system attaches it to the Note but the category shows "no description". The client has asked for the ability to set the Title and Category when printing a State form.
Guest over 4 years ago in CS - Claims Regulatory 1 Future consideration

Text Messaging - Attached To on standard form

Add the Attached To field to the standard Text Messaging form. It is available in the View, but not once the record is opened
Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Ability to adjust the view to include Location Code when assigning Location access in CS Admin

Client wants the ability to see location code when granting location access to their users
Guest about 3 years ago in ClearSight 2 Future consideration