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 127

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 almost 4 years ago in CS - Reporting & Analytics - Other 2 Future consideration

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

Temporary Adjuster reassignment needs to immediately reflect temp adjuster

In Clearsight, when a user selects Temporary Claim Reassignment, they enter a date range (begin/end date) and the changes to the adjuster do not happen immediately. This process runs overnight and users will not see the new adjuster (or assignment...
Shannon Stout over 3 years ago in CS - Claims Administration 3 Future consideration

Need automated/simplified process to gather field usage metrics

Need automated/simplified automated method to gather field usage metrics. Or via a system report.
Guest about 4 years ago in ClearSight 1 Future consideration

Option to make Email Templates Major Coverage specific

Similar to how we can configure Custom Letters by major coverage, this would give clients more flexibility.
Shannon Stout almost 3 years ago in CS - Claims Administration 3 Future consideration

Have option to renew/update allocations

There is currently no option to update/renew allocations. Adding this option would make things more efficient
Guest over 2 years ago in CS - Allocations 0 Future consideration

ClearSight : Delete reports security based on private or global

Need a way to set it up so users can only delete in the Report Group they have Delete Access to. Allow ClearSight users to run reports and create reports and delete their own private reports, but not global reports.
Guest over 3 years ago in ClearSight 2 Future consideration

Need ability to "hide" SSN field - would require user action to display

Client does not want to display SSN data on the screen as a default. They would require the user to perform a specific action to display the full SSN. We should develop something similar to other systems, where in order to reveal any sensitive dat...
Guest about 4 years ago in CS - Claims Administration 0 Future consideration

Screen Label Set Default Button - Ask for Clear Confirmation before defaulting labels

When in Screen Labels, the Set Default button is not clear on its function and does not ask for confirmation before setting all screen labels back to their default value. We would like to have the button moved off by itself, so there is no possibi...
Guest almost 4 years ago in ClearSight 0 Future consideration

Ability to gather Data Dictionary requests

Clients often have data dictionary requests such as system field mapping. Need an automated method or system report to gather this information.
Guest about 4 years ago in ClearSight 1 Future consideration