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 284 of 1177

EDIT multiple attachments at the same time

Tedious to do so one-by-one.
Guest over 1 year ago in CS - Claims Administration 0 Planned

Need Event/Actions for Payment Preferences/Contacts

We need to be able to create events/actions that will populate data from the Payment Preferences screen to the Contact and/or to a claim transaction that is associated with a particular contact.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Add more info to standard report "User Types and Usage"

In conjunction with STOR-116107 and IDEA-I-1387 and STOR-122959 Suggest 8(ish) categories of users based on attached image. Active General Users (this is already in the report) Active General Users with Admin rights (this is already in the report)...
Guest about 4 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Will not implement

Include Fields on CMS Data, Ledgers, Bank and Bank Account within Activity Monitoring

Include Fields on CMS Data, Ledgers, Bank and Bank Account within Activity Monitoring.
Shannon Stout over 2 years ago in ClearSight 1 Future consideration

Update the Summary on SIM Records to include claim number and claimant name

We have the ability to customize what fields are on the summary tab of a claim, however, we cannot do the same for the summary on a SIM record. The feature is not available in the administration app. We want to be able to add claimant name and cla...
Guest 8 months ago in CS - Administration & Configuration 0 Future consideration

Enhancement request - Values admin - Include 'Save and close' button

Enhancement request to include a 'Save & Close" button in Values Admin. Currently have to click 3 times (Save, close green save bar, close folder) to save a change and then close the collection. Finding it a bit of a nuisance - I'm updating ap...
Guest about 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

ClearSight Admin - Client data storage feature enhancements

The new client storage feature in Admin is brilliant. Really helpful. From having a play around there are a few things which would make it more usable. 1. Primary use case is to be able to track storage over time and see which parts of the syst...
Guest over 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Add Financials Section to Incidents in ClearSight

Add the same Financials functionality that is available on the Claim Record to the Incident Record. We have numerous customers who have requested this and would help them in their day to day work.
Guest over 4 years ago in ClearSight 1 Future consideration

Values Collection - Valuation Period available 2 years ahead

Customers are often in need to create values collection over 1 year ahead. For example, one client often would like to create the collection in December 2021 for the valuation date in April 2023 but cannot do so until April 2022. Their request is ...
Guest over 3 years ago in CS - Location & Property Management 1 Future consideration

Predictive text in contact name fields

Client wants the functionality to type in a few letters of a last name or first name and have the last name or first name show up (in Contact Name fields) so they can then pick right away.
Guest about 2 years ago in CS - ClearSight Platform - General 0 Will not implement