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 1113

CS - Ability to copy email templates

Ability to copy email template and assign new doc type(if applicable) and mappings. Copy template workflow: Copy existing template from any document type email template Ability to change document type Ability to map new doc type fields
Guest almost 3 years ago in ClearSight 1 Will not implement

True Alphabetical Sorting in ClearSight

ClearSight appears to be sorting string results using case sensitivity, i.e. depending on if the letters are uppercase or lowercase they will be sorted into subgroups of the larger group for that letter. For example the last names Barber, BRADLEY,...
Shannon Stout over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Ability to print images with standard Notes Abstract

With ClearSight, users are able to enter Rich text and attach images. However, these images are not printed on the Notes Abstract. Client has asked for the ability to print images with standard Notes Abstract.
Guest almost 4 years ago in ClearSight / CS - Reporting & Analytics - Standard/Crystal 1 Future consideration

Ability to archive file attachments in CS

Client consumes a great deal of storage each year. They have currently consumed 782 Gb of storage and are consuming 40-45 Gb per year. In order to ease the cost associated with this consumption, Client would be open to discussing an archiving solu...
Patrick Eslick over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Attached Documents when Using Notes in ClearSight

Customer has requested the ability to attach documents when the user is in the Notes feature of ClearSight.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

ClearSight SSO Clients Product Notifications

Clients utilizing SSO are bypassing the "log in" splash screen, therefore they are not receiving the product down time notifications that are posted on the log in page. Requesting system notification of outages be posted somewhere in the app so th...
Guest about 3 years ago in ClearSight 3 Future consideration

Ability to edit the defaulted data in the Allowed Amount and Payment Interval fields.

Walmart would like the ability to edit a the Allowed Amount and Payment Interval fields in a schedule check. Request to make schedule check/schedule voucher form editable or make the Amount field available for the pay schedule entity.
Guest 5 months ago in ClearSight 1 Will not implement

In Views (CS Admin), on the Select Columns page, be able to search fields in the Available Fields column.

In Views (CS Admin), on the Select Columns page, be able to search fields in the Available Fields column, instead of having to scroll through the whole list of fields to find the one you want to add to the Selected Fields column.
Guest over 2 years ago in CS - ClearSight Platform - General 2 Will not implement

Data Dictionary Report: Standard Report with fields by form and page

Standard report that has the fields on each form with both the backend field and the label. Ideally the report would be setup so it could be filtered based on field label. The attached query is a start.
Guest almost 4 years ago in CS - ClearSight Platform - General 2 Future consideration

ClearSight Report Last Run Date

Clients want a way to get the last run date as part of the columns in the report listings. It is really hard to find the reports which are running and which are not run. It would be helpful to know when the last time a report was run.
Guest about 3 years ago in ClearSight 2 Future consideration