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

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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

Ability to archive file attachments in CS

Client consumes a great deal of storage each year. They have currently consumed 782 Gb of storage and are consuming 40-45 Gb per year. In order to ease the cost associated with this consumption, Client would be open to discussing an archiving solu...
Patrick Eslick over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Close or Void open tasks when a Claim or Incident is voided

As it is now, users have to manually close out any open tasks on claims/incidents when they Void.
Shannon Stout about 3 years ago in CS - Claims Administration 4 Future consideration

Attached Documents when Using Notes in ClearSight

Customer has requested the ability to attach documents when the user is in the Notes feature of ClearSight.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

ClearSight SSO Clients Product Notifications

Clients utilizing SSO are bypassing the "log in" splash screen, therefore they are not receiving the product down time notifications that are posted on the log in page. Requesting system notification of outages be posted somewhere in the app so th...
Guest over 3 years ago in ClearSight 3 Future consideration

Data Dictionary Report: Standard Report with fields by form and page

Standard report that has the fields on each form with both the backend field and the label. Ideally the report would be setup so it could be filtered based on field label. The attached query is a start.
Guest about 4 years ago in CS - ClearSight Platform - General 2 Future consideration

ClearSight Report Last Run Date

Clients want a way to get the last run date as part of the columns in the report listings. It is really hard to find the reports which are running and which are not run. It would be helpful to know when the last time a report was run.
Guest over 3 years ago in ClearSight 2 Future consideration