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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Make OCI Sync not coverage specific

Right now, OCI sync only works if the coverage is the same between the occurrence/claim/incident. Can there be a setting added that will allow the syncs to ignore coverages for the fields in the OCI sync list?
Guest almost 3 years ago in CS - ClearSight Platform - General 1 Will not implement

Rework ODG UI in Clearsight to more closely resemble ODG site

On the ODG website, they utilize graphs and larger illustrations to display data. Crete would like to have the ODG UI in Clearsight to have more graphic representation of the data instead of just a data dump into fields. ODG site also allows for a...
Guest almost 3 years ago in CS - Claims Administration 2 Will not implement

Ability to select Parent Location when Copying Location in Location Management

In the Location Management app you can copy a location, but client would like the ability to select the Parent Location to tie this newly copied location to on that first screen after you select to Copy. My expectation is that it should default to...
Guest almost 4 years ago in CS - Location & Property Management 0 Will not implement

Enhance data entry/keyboard usability in ClearSight

Feedback from the client: Data entry is not smooth in the new system, it forces you to use your mouse for practically all of it, which is tedious and frustrating (angering to be honest). Test example – to update just the coverage tab for one...
Guest almost 4 years ago in ClearSight 2 Will not implement

Increase inactivity period before timeout from 60 minutes to 90 minutes

Schneider has requested the ability to set the inactivity before session timeout period to 90 minutes. Currently, the system limits the user to 60 minutes.
Guest over 4 years ago in CS - ClearSight Platform - General 2 Will not implement

Provide information for which templates are linked to which events/actions

The use case presented by the client relates to a task template that is attached to multiple events/actions. Making changes to the task template would have an impact on multiple events/scenarios, but the system currently has no way to signify or n...
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement

Allow users to set schedules ahead of time for out of office on Auto Assignments.

The thought is that it will be challenging for managers to maintain all of their adjusters schedules and know that they have to login to the system and check the out of office on their adjusters profiles. They also thought having a time for which ...
Guest almost 4 years ago in CS - Claims Administration 2 Will not implement

Add Title to Task Calendar

Instead of just "1 Task" showing on the calendar in My Tasks, show the title of the task
Guest about 4 years ago in CS - Claims Administration 0 Will not implement

Client would like at least a 5 hour time frame before automatically being logged out of ClearSight.

Client's request is to have at least 5 hours of inactivity time before the system automatically logs out of ClearSight.
Guest over 2 years ago in CS - ClearSight Platform - General 0 Will not implement

Configuration for ClearSight SSO to allow clients to create their own verbiage when the site is unable to authenticate information.

Within the process of entering (client id, user id, password) the system allows to create a login error verbiage message that the client can edit. However, when the client is configured for SSO, there is a standard verbiage of 'We were unable to a...
Guest almost 3 years ago in ClearSight 0 Will not implement