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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Allow creation of a location view to display latitude and longitude

1. When passing data through other tools we need to enter the latitude and longitude separately. We can achieve this using formula in Excel to separate out these elements from the Gpoint but it would be easier to have them as separate fields 2. Th...
Guest over 3 years ago in CS - Location & Property Management 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

Replicate claim approval capabilities for premium and related transactions in policy

In the claims module we have capability to support peer review and approval processes for claims financial transactions. Client needs the same functionality for policy premium (and tax and cost etc.) financial transactions.
Guest over 2 years ago in CS - Insurance Policy/Program Management 0 Will not implement

Add more info to standard report "User Types and Usage"

In conjunction with STOR-116107 and IDEA-I-1387 and STOR-122959 Suggest 8(ish) categories of users based on attached image. Active General Users (this is already in the report) Active General Users with Admin rights (this is already in the report)...
Guest about 4 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Will not implement

Predictive text in contact name fields

Client wants the functionality to type in a few letters of a last name or first name and have the last name or first name show up (in Contact Name fields) so they can then pick right away.
Guest about 2 years ago in CS - ClearSight Platform - General 0 Will not implement

Alphabetize Page Access Lists Permissions

Could the lists presented in Access List permission sets be alphabetized or allow for sorting? It is hard when the lists get long to locate items to check and uncheck.
Guest about 3 years ago in ClearSight 0 Will not implement

Ability to not trigger emails to users upon Create/Re-Activate, if the client schema has SSO configured

Ability to not trigger emails to users upon Create/Re-Activate, if the client schema has SSO configured.
Guest about 3 years ago in ClearSight 1 Will not implement

Email: Add ability to populate email templates with system users

Streamline workflow by having the ability to populate email templates with users (not only contacts) and would like syncing with Outlook contacts
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 2 Will not implement

Reset status on Payment Processing export batch

This idea originated from a number of times that two different clients have faced issues. In ClearSight they create vouchers, batch them in Payment Processing, then run an AP Export job that exports the batch to an external system. Sometimes for w...
Guest over 4 years ago in CS - Claims Administration / RMIS - Content/Data Integrations 1 Will not implement

Create Global Setting that would allow Client to Identify which Date to validate Policy Against

There are times when our clients that are broker need to report on claim under multiply policy periods and would like to have date that can be changed used to validate the policy period by then the system default.
Guest about 4 years ago in ClearSight 2 Will not implement