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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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

Reset status on Payment Processing export batch

This idea originated from a number of times that two different clients have faced issues. In ClearSight they create vouchers, batch them in Payment Processing, then run an AP Export job that exports the batch to an external system. Sometimes for w...
Guest almost 5 years ago in CS - Claims Administration / RMIS - Content/Data Integrations 1 Will not implement

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 about 3 years ago in CS - Claims Administration 1 Future consideration

ClearSight Admin Code List Export Capability

Ability to export code lists from ClearSight Admin (identical to how the Enterprise functionality works)
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

Allocations mapping - ability to move policy search popup so it doesn't cover mapping fields

In Allocations/Premium Mapping/Policy Number field, when you open the search icon, the search pop-up covers the premium mapping detail so you aren't able to see what the previous policy was called. It isn't possible to move the popup to another pa...
Guest about 4 years ago in CS - Allocations 0 Future consideration

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

Create Global Setting that would allow Client to Identify which Date to validate Policy Against

There are times when our clients that are broker need to report on claim under multiply policy periods and would like to have date that can be changed used to validate the policy period by then the system default.
Guest about 4 years ago in ClearSight 2 Will not implement

Ability to hide/update System Views

Have the ability to update and save a System view. Currently, there is not an option to Save once any updates are made. Client suggests this could be made into a separate entity permission so access can be granted to modify System views
Guest over 2 years ago in ClearSight 0 Will not implement

Enhancement request - Values Admin - Include ability to filter via parent level location

Enhancement request to include the ability to filter by Parent Level Location in the Values Admin/Contributor (& Reviewer) pages. There is currently no way to filter saved locations by parent.
Guest about 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

When importing transactions use date of transactions as Inc to Clm date, not date of import

when a transaction is imported onto a record, if the status is Incident, it will be converted to a claim, but the IncToClm date is the date the import was run, not the date of the transaction. Client is requesting that the date used for the IncToC...
Guest over 3 years ago in CS - Claims Administration 1 Will not implement