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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Allow users to roll values forward from previous year

In Values Admin, there could be a setting where all values can be rolled forward. The current process is to export the values and then reimport them. And/Or within a collection, give users a button to click to roll values forward.
Guest over 3 years ago in CS - Location & Property Management 1 Roadmap Consideration

Activity Monitoring - Add User ID to New and Previous values recorded

Client would like to include the userid as part of the previous/new value fields in activity monitoring. This will allow a unique match and accurate metrics.
Guest 10 months ago in ClearSight 0 Roadmap Consideration

When a USER is marked on vacation, do not allow Tasks assigned to them

Similar to how we handle Claim assignments when a user record is flagged on vacation, we want this same functionality to work for Task assignments.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

Enhance Escrow functionality

At present a policy can be linked to only one fund.Clients have multi year policies that are linked to multiple funds.Need to explore enhancing the tool to allow for this.
Guest about 3 years ago in CS - Claims Administration 0 Roadmap Consideration

Parent Occurrence Timeline

Clients using Parent Occurrence want to see a consolidated view of attachments, emails, notes and tasks at the Parent Occurrence level for all related Occurrences and Claims/Incidents. Client referenced this would be especially helpful for their s...
Guest over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

Enhancement request - Values admin - Include 'Save and close' button

Enhancement request to include a 'Save & Close" button in Values Admin. Currently have to click 3 times (Save, close green save bar, close folder) to save a change and then close the collection. Finding it a bit of a nuisance - I'm updating ap...
Guest almost 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

Enhance 'On Vacation' user setting with Begin and End Date

Along with the ability for users to enter their own ‘On Vacation’ setting in Admin, it would be incredibly helpful if they could enter a Begin Date/Time and an End Date/Time, so that they would not have to remember to go back in an put themselves ...
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 1 Roadmap Consideration

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 almost 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

Need a SIM manager (similar to Tasks) in Claims Administration app

Currently users have no way to search/view SIM records without first locating the attached Claim record. We want something similar to how Tasks are setup in Claims Admin. And maybe be able to add to the HOME page as well (like we can with tasks)
Guest over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

Adjust My Tasks View - Include Eventual Subordinates

Client has a user structure that includes Supervisors and Team Leads. As a result, the Supervisor role needs to see the Open Tasks of their eventual Subordinates, but that is not an option from the My Tasks tab on the Claims Admin Home page. It ex...
Guest over 2 years ago in CS - Claims Administration 0 Roadmap Consideration