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 18

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

Field visibility based on subcoverage

Client would like to have the ability to hide/show different fields on major coverage forms based on sub coverage. Ex: For major coverage AL sub coverage BI, show fields set up for BI only. Same for other subcoverages within the major coverage par...
Guest almost 4 years ago in 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 about 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 almost 3 years ago in CS - Claims Administration 0 Roadmap Consideration

Allow user to move Pending/Unprocessed payments to a different Claim

Would allow users to move pending payments to the correct Claim before transactions are exported/processed
Guest almost 4 years ago in CS - Claims Administration 0 Roadmap Consideration

Dynamically change a field access property of a Misc User, Misc Date, Misc Description or Multivalue field

Fields will become read/write only when other related fields are populated (or when certain criteria is met). This would be an extended version of the current code dependencies function. This could be further extended to make fields visble/hidden ...
Guest over 3 years ago in ClearSight 1 Roadmap Consideration

Enable 'Close Task' feature to flow down from Occurrence to Claims

The Close Task feature was not designed to flow down to the Claims from the Occurrence. Currently, the user would need to close each Claim individually and then the Occurrence. The client would like to be able to trigger the Close Task function fr...
Guest over 4 years ago in CS - Claims Administration 0 Roadmap Consideration