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

ClearSight - Ability to deactivate more than one location at a time

Ability to deactivate more than one location at a time
Guest over 3 years ago in CS - Location & Property Management 1 Roadmap 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

ClearSight Admin Activity Monitoring Ability to Export Data

Client wants to be able to export data from Activity Monitoring for deeper analysis
Guest over 3 years ago in CS - ClearSight Platform - General 1 Will not implement

Allow customers to delete Import Exceptions

Clients would like the ability to delete exceptions from the View Exceptions page of SDIA imports. Jobs which are prone to numerous errors which don't need correcting clog the screen and make it difficult to pull those that do need further investi...
Guest almost 3 years ago in ClearSight 1 Will not implement

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 over 3 years ago in ClearSight 0 Future consideration

Tasks - make usable for Policy Management and Recommendations

Currently tasks are only usable for claims. We have a task app where all tasks for all claims can be seen. I have for example clients who wish to use tasks for the policy renewal process. Current process is to go into each policy and add the tasks...
Guest about 3 years ago in CS - Insurance Policy/Program Management 1 Future consideration

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status. We need for the application to allow the below payment updates in any status. Move payments from one claim to another
Shannon Stout over 3 years ago in CS - Claims Administration 2 Roadmap 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 almost 4 years ago in ClearSight 1 Future consideration

CS Apps - Ability to Clone Security Group and Permission Set

In CS apps, it is not always easy to see what is in the permission sets assigned to a security group. The ability to clone both Security Group and Permission Set would be very useful so that it is easy to assign or remove from users/groups
Guest over 3 years ago in CS - Claims Administration 0 Roadmap Consideration

Additional functionality of DKIM Authentication Method

Would like the option of utilizing DKIM authentication for email.s
Crystal Wubbels about 1 year ago in CS - ClearSight Platform - General 3 Future consideration