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 284 of 1175

BAE enhancement request - comments created on columns should be copied across to new allocations if the allocation is copied

In the Allocation App, the ability to add comments against the allocation variables in the Columns page is really useful. However, when the allocation is copied, comments are not retained and copied to the new version.
Guest over 3 years ago in CS - Allocations 0 Will not implement

Check Tracking - Additional Search Defaults

Payment Processing - Check Tracking. Request to add Client ID and Bank Account as search fields to select for the Search Defaults in a view.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Include Lock/UnLock Financials permissions on Claim to be available in the Entity security permission

Include Lock/UnLock Financials permissions on Claim to be available in the Entity security permission. This is useful when controlling security groups who can have this permissions to do so on Claim.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Optimize Method in Which SDIE/SDIA Connects to Database

"O ptimizing the way we connect to the FTP server should reduce the backend PostgreSQL connections and further limit when this issue happens."
Guest over 3 years ago in ClearSight 1 Future consideration

Need ability to create Validation action on event type = ''On Attach Contact (Claim)"

Client needs a date validation for fields that sit on the Contact Relationship table. When you create an event ''On Attach Contact (Claim)" you do not have the option to select Validation as an Action.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Display Assignee information when using Assign Claim function

In Enterprise, the Permanent Assignee, Previous Assignee, and Adjuster (Misc. User 1) fields were displayed above the Select Assignee and Assignment Type drop down fields when using the Assign Claim function. However, this information is not prese...
Guest almost 4 years ago in CS - Claims Administration 0 Will not implement

Need the ability to access the email form

Client is wanting the ability to edit the email template form, as is, that way they can mark the template dropdown to be required for their end users to force their end users to use a pre-defined template created by their admin
Guest about 4 years ago in CS - ClearSight Platform - General 0 Will not implement

Include designated user email when new user created

The client would like the ability to designate a user to be notified via email when a new user is created. This would be similar to how we designate a user to receive error notifications on the email to claim functionality. This would allow th...
Guest about 4 years ago in ClearSight 0 Will not implement

More detail when Attachment fails to attach on a record

Client wants to Provide user more information when an attachment fails to upload, i.e. file too large, limit reached etc.
Guest about 4 years ago in ClearSight 0 Will not implement

SDIE -- Ability to define Workflow Step Errors to Ignore

For each workflow step define errors that can be ignored based on error description.
Guest about 4 years ago in ClearSight 0 Will not implement