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 1172

Add more Long Description fields for Claims

Add more Long Description fields for Claims - currently there are only 5 Long Description fields available for claims.
Guest about 1 year ago in CS - Administration & Configuration 2 Roadmap Consideration

Bulk Close Claims button

Client is asking for an option to close claims in bulk from the view, currently they can close claim one by one from the claim record page. A close claim button to close all selected claim is the preferrable option Examples: Overall settlement agr...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Create new event type of - On Copy Claim (but should apply to other entities)

Multiple clients have some actions that want to only happen during the 'On Copy' event type within the system. For example a client wants a new note action to be firing during the process of 'On Copy Claim'. But the current logic they would have t...
Guest almost 4 years ago in ClearSight 2 Future consideration

Client request for currency conversion tables to be defined at PREMIUM level not just policy level.

Client wants to be excited about managing their policies within RKCS. However, they noted that we are missing the mark because we do not have the ability to convert currencies at the premium level.
Guest over 2 years ago in CS - Insurance Policy/Program Management 1 Future consideration

Ability to copy Security groups

Be able to select a security group with a large number of permissions assigned to it and create a copy to slightly modify it for certain groups of users.
Guest over 3 years ago in ClearSight 1 Roadmap Consideration

Create Configurable Views for Attachments

Clients would like the ability to quickly filter or change the view of the visible attachments. This would allow them to hide columns that are not necessary and create configurable views by Categories or Attachment types.
Guest about 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Multi-factor Authentication via email

Hello Team - Multi-factor authentication in ClearSight only sends tokens via a text or a phone call. This idea adds the ability to receive a token via email. Client needs email because of the following explanation from the client: Our Call Center ...
Guest over 3 years ago in CS - Safety Audit 1 Future consideration

True Alphabetical Sorting in ClearSight

ClearSight appears to be sorting string results using case sensitivity, i.e. depending on if the letters are uppercase or lowercase they will be sorted into subgroups of the larger group for that letter. For example the last names Barber, BRADLEY,...
Shannon Stout almost 2 years ago in CS - ClearSight Platform - General 0 Future consideration

Ability to print images with standard Notes Abstract

With ClearSight, users are able to enter Rich text and attach images. However, these images are not printed on the Notes Abstract. Client has asked for the ability to print images with standard Notes Abstract.
Guest about 4 years ago in ClearSight / CS - Reporting & Analytics - Standard/Crystal 1 Future consideration

CS - Ability to copy email templates

Ability to copy email template and assign new doc type(if applicable) and mappings. Copy template workflow: Copy existing template from any document type email template Ability to change document type Ability to map new doc type fields
Guest about 3 years ago in ClearSight 1 Will not implement