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 127

Intake Ad Hoc report

Just like Claim, Transaction etc... Can we have an Intake Adhoc report?
Guest about 3 years ago in CS - Reporting & Analytics - Standard/Crystal 0 Future consideration

Need ability to void SIM records

Only current option to remove SIM records is to delete them. For historical retention reasons, client needs an option like voiding so the record will still be attached on parent, but will not be visible in reporting
Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Add ROI (Report of Injury) data fields to Activity Monitoring

In Activity Monitoring currently, Report of Injury is available under the Document Type selection screen. However, there are no options available to enable tracking on the ROI data fields. Clients would like the option to track who made changes on...
Guest about 3 years ago in CS - Claims Administration 0 Future consideration

Ability to update My Claims view under Claims Admin app

Client has asked for the ability to update My Claims view under Claims Admin app.
Guest almost 5 years ago in CS - Claims Administration 1 Future consideration

Claimant portal: Limit transactions view for claimant only

Client needs to be able to show payments to the claimant ONLY? This would be a way for the claimant to see a check has been issued and track status, but they would not want to show financials grid or reserves or other payments that were not to the...
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Allow Customisation of the Incident / Claim Abstract Report.

The current Incident / Claim abstract report displays claim fields in order . There needs to be the option for clients to reorder these fields in whatever way makes sense for the client. The abstract in it's current form is not usable
Guest over 3 years ago in ClearSight 0 Future consideration

Allow individual pages on a form be visible or hidden depending on the criteria specified

This could be based on User Groups or other custom criteria (selected values in special analysis fields e.g. hide the page when SpecialAnalysis#300 = 'HSE')
Guest over 3 years ago in ClearSight 1 Future consideration

Search/Filter users in add-on deployment

Ability to search for a user on Add-On deployment.
Guest over 3 years ago in ClearSight 0 Future consideration

Build Security for Attachment description and category

Currently, there is no security that stops users from being able to edit attachment descriptions or categories. Client has requested that this be added to not allow Read Only users to update these fields
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Future consideration

Expand Erosion Data Discovery to a More Robust Policy Solution

Currently, the Erosion data discovery solution is very targeted, and does not include setup to look at other policy data and sheets. The request is to build out a more expansive standard policy offering looking at the policy data, with things like...
Patrick Eslick about 4 years ago in CS - Reporting & Analytics - Data Discovery 0 Future consideration