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 285 of 1125

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 over 3 years ago in ClearSight 0 Will not implement

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 over 3 years ago in ClearSight 1 Future consideration

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 over 3 years ago in ClearSight 0 Will not implement

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 over 3 years ago in CS - Claims Administration 0 Roadmap Consideration

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 over 3 years ago in CS - ClearSight Platform - General 0 Will not implement

Increase functionality of Approval Manager

This is a request to increase the functionality of the Approval Manager to include views of Approved transactions and have views and filters to limit the results by the following: Approver Transaction Amount Create User Payee Name Claim/Occurrence...
Guest over 2 years ago in ClearSight 1 Will not implement

Custom Letters - need checkbox option for user to check/uncheck

Would like an option to insert a checkbox in a custom letter.
Guest over 2 years ago in CS - Claims Administration 2 Will not implement

Ability to add a customer Logo to the Token email out of the Claimant Portal

Customers would like the ability to add an image/logo to the email that is generated for the Claimant Portal so that the end user can see/confirm it's from our customer and not appear as spam
Guest over 2 years ago in ClearSight 0 Will not implement

Ability to Allow Record Deletion for Records that are linked to other objects

Currently, there are certain records in the system that cannot be deleted because they are related to other records. For example, a location record cannot be deleted if it is linked to any number of records like a claim or values. The proposal is ...
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Will not implement

Add 'more info' arrow to security permission listing

The ‘More info’ arrow isn’t available when you are managing Permission sets via the Security Permissions page, however it is available when you access the Permission sets via the Security Groups page. Please could we have the same facility on the ...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Will not implement