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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"Pin And Save" button used to manually pin items to Recent Item list

Texas wants to be able to have an item pinned on their recent item list even if they click close folder or "Save and Close". Therefore they would like a button on their action bar called "Save and Pin" that saves the item and adds item to Recent I...
Guest almost 4 years ago in ClearSight 0 Will not implement

Ability to copy Actions as well when copying Events with a pop up box asking whether you want to copy actions or not associated with the event

Ability to copy Actions as well when copying Events with a pop up question asking "Do you want to copy the actions as well?" will help many clients when their workflow changes. I have seen new management come in, new high level mangers, who want t...
Guest almost 4 years ago in ClearSight 0 Will not implement

Adding time zone on Time stamp for notes, tasks, attachments

We have a request for adding time zone to timestamp on the Notes. Since the system captures time in CST and our users are in different time zones, it creates confusion. It would be good, if this can applied to tasks, attachments and all possible p...
Guest almost 4 years ago in CS - Claims Administration 0 Will not implement

Ability to edit the defaulted data in the Allowed Amount and Payment Interval fields.

Walmart would like the ability to edit a the Allowed Amount and Payment Interval fields in a schedule check. Request to make schedule check/schedule voucher form editable or make the Amount field available for the pay schedule entity.
Guest 9 months ago in ClearSight 1 Will not implement

Download Full Claim File

Ability to download full claim file – including the pages on the claim, emails, attachments, notes and tasks, etc in one zip file.
Guest about 4 years ago in CS - Claims Administration 1 Will not implement

Create Finance security permissions limiting how much reserves can be entered per Reserve Worksheet

Client wants reserves to go through approval process, if 10k and up reserves have been entered on 1 reserve worksheet in totality of ALL buckets. Currently the system does not have any security permissions based on reserves entered per reserve wor...
Guest over 3 years ago in ClearSight 2 Will not implement

Reorder Columns on Reserve Worksheet

Client would like to be able to reorder columns on reserve worksheet to be able to mirror their external worksheet they no longer want to use
Guest almost 4 years ago in CS - Claims Administration 0 Will not implement

Make OCI Sync not coverage specific

Right now, OCI sync only works if the coverage is the same between the occurrence/claim/incident. Can there be a setting added that will allow the syncs to ignore coverages for the fields in the OCI sync list?
Guest about 3 years ago in CS - ClearSight Platform - General 1 Will not implement

Values Review Chart Interactive

In the review state there is a pie chart. It would be useful if this chart could be interactive so that locations can be viewed when selecting through the chart.
Guest 5 months ago in CS - Location & Property Management 1 Will not implement

Rework ODG UI in Clearsight to more closely resemble ODG site

On the ODG website, they utilize graphs and larger illustrations to display data. Crete would like to have the ODG UI in Clearsight to have more graphic representation of the data instead of just a data dump into fields. ODG site also allows for a...
Guest about 3 years ago in CS - Claims Administration 2 Will not implement