ClearSight

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Values Administration - Make value name field editable

On a value definition currently you can only change the prompt and you can't update the name. The only way to change the name is to run a script against the XXXEXTYP table to update. I want to put the ability into the clients hands so they can mak...

Guest over 2 years ago in CS - Location & Property Management 0 Will not implement

3 VOTE

Add "Contacts" page to SIM record

Client needs to link Contacts to SIM records. We are using SIM to track their Subro records (they have many to one). We are currently using contact lookups to pull in contact data to the SIM record. We are also working on a trigger that will autom...

Guest almost 4 years ago in CS - Claims Administration 1 Will not implement

3 VOTE

Ability to select Contact from the duplicate Contact pop-up window

When you are entering in a new contact from the Claim, and receive a possible duplicate, it would be nice if a user can select that ‘dup’ from the pop-up window to add it. Currently, users have to cancel and then search for that ‘dup’ to add the c...

Shannon Stout almost 4 years ago in ClearSight 1 Future consideration

2 VOTE

Allow Users the Ability to Manage Temporary Claim Assignments

Currently, users can assign claims to a temporary Adjuster. They can set start and end dates and there are jobs that will assign or reassign when those dates start and expire. There is not a current capability to manage these in any way. Client do...

Guest over 2 years ago in CS - Claims Administration 0 Future consideration

3 VOTE

API solution - 1. Account Aggregation and 2. Role/Entitlement Aggregation

This is a critical requirement for Walmart's internal security compliance. This is need by our Spring 2022 release. Account Aggregation – This will be used to provide a list of users with the roles the are assigned. Role/Entitlement Aggregation – ...

Guest almost 4 years ago in ClearSight 0 Will not implement

3 VOTE

Changing of the Save Confirmation

The client states that because of the wording when saving changes in the Schema ("Are you sure you want to close without saving your changes"). Users are getting confused and pressing yes closing out any changes they have made. The user suggested ...

Guest almost 4 years ago in ClearSight 0 Will not implement

3 VOTE

Allow Users to Export Data via DI into XLSX Format

Currently, there is a limitation with Data Integrator and how it works with SDIE that will not allow export of a file in XLSX. The current process is to export in CSV and ask the client to convert into the format that they need. We would like to r...

Guest almost 4 years ago in ClearSight 1 Future consideration

3 VOTE

Contact Hierarchy: Ability to control the level of child records to be attached to a Parent Contact

Contact Hierarchy: Ability to control the level of child records to be attached to a Parent Contact. Essentially looking to keep the setup to be a parent with 1 child. They do not want to go to level 2, 3, etc. of additional child records underneath.

Guest almost 4 years ago in ClearSight 0 Will not implement

3 VOTE

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 about 4 years ago in CS - Claims Administration 0 Roadmap Consideration

3 VOTE

Do not automatically select multiple items in the select columns picker in Views

On the Select Columns page of Views, it is nice that you can move multiple columns at once. It is a little confusing though because you have to unselect something if you select it once then go to select other fields and don’t need something select...

Guest about 4 years ago in CS - ClearSight Platform - General 0 Will not implement

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