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

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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

Close or Void open tasks when a Claim or Incident is voided

As it is now, users have to manually close out any open tasks on claims/incidents when they Void.
Shannon Stout about 3 years ago in CS - Claims Administration 4 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.
Wayne Bernier over 3 years ago in CS - Claims Administration 0 Future consideration

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 about 4 years ago in CS - ClearSight Platform - General 2 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 over 3 years ago in ClearSight 3 Future consideration

Auto Refresh on the Dashboard

The client is wanting an "Auto Refresh" for the dashboard for accuracy when dealing with Tasks to get the most accurate information.
Guest about 4 years ago in CS - Reporting & Analytics - Other 2 Future consideration

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 about 3 years ago in CS - ClearSight Platform - General 2 Will not implement

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 over 3 years ago in ClearSight 2 Future consideration

Allow Users To Select All From a View

Allow users to select all on a view throughout the application. This functionality exists for flagging payments or approvals, but would be helpful when attaching locations to policies for example. Key Requirement is that currently it looks at only...
Guest about 4 years ago in ClearSight 3 Will not implement

Policy Premium Import - Clear Exception description instead of Javascript/code

While performing standard policy/premium upload, sometimes even after success preview, we get errors at the time of running the job. The exception is a code which is not very self explanatory and time consuming to debug the error. example: We ther...
Guest almost 4 years ago in CS - Insurance Policy/Program Management 1 Future consideration