ClearSight

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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

2 VOTE

Add Events to trigger along the Transaction Approval Process / Approval Route to inform assigned user

Clients use approval routes to track several approval steps. Not all approvers (esp. from other departments) login to the system on daily basis. Event triggers for "Approve", "Reject", "Escalate" and of course entry point of any approval would hel...

Guest over 1 year ago in CS - Administration & Configuration 0 Future consideration

4 VOTE

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 over 2 years ago in CS - Claims Administration 3 Future consideration

4 VOTE

Import Diagnosis Codes From MBRIP to Diagnosis Page

When importing from the MBRIP, the ability to map the incoming diagnosis codes to the actual diagnosis page on the claim would be helpful.

Guest over 2 years ago in CS - Claims Administration 1 Future consideration

5 VOTE

Need ability to have separate pages (on Claim) for different SIM Types

Currently we can only have 1 SIM page and we had to use a custom language to customize the page name. We don't want it to say "Supplemental Info Page". Walmart will want a separate page for different SIM types. ie: Subro, Litigation and Demands

Shannon Stout over 3 years ago in CS - Claims Administration 1 Future consideration

4 VOTE

Alphabetize Page Access Lists Permissions

Could the lists presented in Access List permission sets be alphabetized or allow for sorting? It is hard when the lists get long to locate items to check and uncheck.

Guest almost 3 years ago in ClearSight 0 Will not implement

4 VOTE

Ability to not trigger emails to users upon Create/Re-Activate, if the client schema has SSO configured

Ability to not trigger emails to users upon Create/Re-Activate, if the client schema has SSO configured.

Guest almost 3 years ago in ClearSight 1 Will not implement

4 VOTE

Allow customization of sender email address on Time Based Events

Currently, the email address populated in Sender for any email action tied to a Time Based Event is linked to the first user account that created ANY Time Based Event in that schema. This can lead to confusion for the recipients when it appears a ...

Guest almost 3 years ago in ClearSight 1 Future consideration

4 VOTE

Need separate permission for Convert to Vendor/convert to Non Vendor

Currently permission to use the Convert to Vendor button relies on the "Create Vendor" permission. Client would like to have a separate permission to disable the Convert to Vendor and Convert to Non Vendor buttons.

Guest almost 3 years ago in CS - Claims Administration 1 Future consideration

6 VOTE

Enhance 'On Vacation' user setting with Begin and End Date

Along with the ability for users to enter their own ‘On Vacation’ setting in Admin, it would be incredibly helpful if they could enter a Begin Date/Time and an End Date/Time, so that they would not have to remember to go back in an put themselves ...

Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 1 Roadmap Consideration

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