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

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 about 3 years ago in CS - Claims Administration 0 Future consideration

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 over 2 years ago in ClearSight 3 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 almost 2 years ago in CS - ClearSight Platform - General 0 Will not implement

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 almost 4 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Will not implement

Set fire order for events / actions

It would be beneficial if users had the ability to set the order that events and actions fire. For example, if there are 3 events the fire "on create claim" the users would be able to define which order they fire in. Ideally, it would be best to h...
Guest over 1 year ago in CS - ClearSight Platform - General 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 almost 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 about 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Ability for Admin to Remove Private Dashboards

Looking for the same functionality as Views in admin. In the Admin-> Views, admin can access and help a user fix a private view, can copy it, and can delete private views when a user is no longer with the company. Looking for the same functiona...
Crystal Wubbels over 1 year ago in CS - Reporting & Analytics - Other 2 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 almost 4 years ago in ClearSight 1 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 over 2 years ago in ClearSight 0 Future consideration