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 1125

ClearSight - Values Collection - Reassign Enhancements

Would like to enhance some of the Reassignment capabilities in Values Entry from the Contributor's standpoint. This Client requesting assigns out locations to the Regional Manager and the Regional Manager would then reassign accordingly. These enh...
Guest almost 2 years ago in ClearSight 0 Will not implement

Updating Multiple Tasks

Client would like the ability to Update Multiple Tasks at Once e.g. Change status of multiple tasks at once
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Display Coded Value in Values Grid

Currently in the Location Management app, Values page and Values Grid tab if the value is a coded field it doesn't show in the grid. You have to click on the arrow next to the value which is typically used in ClearSight to show a preview, but here...
Guest over 3 years ago in CS - Location & Property Management 0 Future consideration

Add ability to reset password without email

Can we have another way for a user to initially set up or reset their password without relying on their email? We already have the ability to store the authentication phone number (AUTH_PHONE), so could that be re-used? If a user clicks on 'Forgot...
Guest over 3 years ago in ClearSight 0 Planned

Ability to allow custom code mapping related to ISO Claim submission for Loss Type and Coverage Code

Ability to allow custom code mapping related to ISO Claim submission for Loss Type and Coverage Code. New codes can be added/updated by ISO in future for Loss Type and Coverage code, so it will be helpful to be able to edit code mappings for these...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Task Due Date field - enhancements to calendar displayed

When clicking on the Due Date field, display 3 months instead of the current month On the displayed months, show the number of tasks already assigned to that user on the dates Block off or ‘gray out’ vacation dates
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

ClearSight and Enterprise - Ability to add PDF template to Forms & Letters Manager

Client has asked for the ability to add PDF templates to the Forms & Letters Manager. Sometimes they have documents that are only available in PDF and currently, they have two resources spending time retying them into a word document just to u...
Guest over 4 years ago in CS - ClearSight Platform - General 1 Will not implement

Option to Save and Create New Task

Client requested the ability to "Save and Create New Task" similar to how you can "Save and Create New" from notes.
Guest almost 4 years ago in CS - Claims Administration 0 Will not implement

Report Template - Validation Comparison report with customizable fields

Client would like to see a new report template that mimics the Valuation comparison template, but has customizable field selections (like claim Ad Hoc) and at least a few more Valuation selections. (current valuation report is limited to 2 valuati...
Guest almost 3 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Future consideration

In Clearsight: Allow for fields like Occurrence Number to be links in the Claim Summary

Client's workflow is log transaction at the claim level but put notes at the occurrence level. In Enterprise they would use the link button drop down from the financial page. However in clearsight they have to navigate to Claim information page to...
Guest about 4 years ago in CS - Claims Administration 0 Will not implement