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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Limit Attachment Sizes

There is an event condition that allows you to evaluate an attachment size, however, it does not work. I am not sure if it ever was intended or if that is the best way to approach this, but given the aggressive nature and pricing of our storage, c...
Guest about 4 years ago in ClearSight 0 Future consideration

Add views to Attachments page instead of only having filters

Client requested the ability to build, save, and select different views on the Attachments page rather than only having several filter fields. Different adjusters or user groups will consistently need to view the same subset of attachments across ...
Guest over 3 years ago in ClearSight 1 Future consideration

Automated process or simplified system report to get user security

Streamlined sys report to document user security information such as security groups/access/permission set.
Guest about 4 years ago in ClearSight 1 Future consideration

Need ability to create custom views and search options for SIM records

Currently we cannot create any views or perform any searches on SIM records. We need the same functionality on SIM that we have for Tasks. Let users create private or custom views, select their own search fields, etc.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Future consideration

The Ability to Group Users By Named Supervisor in BI

Standard reports allows users to add conditions to say MiscUser1 is the Eventual Subordinate of NAMEDUSER. This makes organizing adjuster teams easy in Standard reports. BI does not pull in the User.Supervisor field and it would be a useful data e...
Guest over 3 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration

Allow Duplicate Check for Intake to Check Any DB Field Allowed in Duplicate Check Query

Currently in ClearSight Admin, Claims/RMIS Settings, Duplicate Claims/Incidents Settings you can build up a query to check for duplicate claims or incidents being checked. You can use all of the fields on XXXCLAIM_EXT1, XXXCLAIM_EXT2 and XXXCLAIM_...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Fields not available on Diagnosis Codes, Lost Time Periods, FROI/SROI, Indemnity Benefits within Activity Monitoring

Fields not available on Diagnosis Codes, Lost Time Periods, FROI/SROI, Indemnity Benefits within Activity Monitoring. Can we add the fields on these entities to Monitoring
Shannon Stout almost 3 years ago in ClearSight 3 Future consideration

Create a Contact Ad-Hoc Report. We don't have any reports on Contacts currently

We don't have any reports on Contacts currently, and Contact Ad-hoc will be useful for clients.
Shannon Stout over 3 years ago in ClearSight 2 Future consideration

Track last passwords - increase from 8 to 13

Currently in ClearSight it is possible to track the last 8 passwords so these are not repeated. Client has asked for this to be increased to 13 to comply with their security policies.
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

Add tracking of Natural_Key object in USRAU table for Tasks, Notes, etc.

Client was looking to utilize Activity Monitoring to track actions around adjusters closing, opening, and reassigning tasks. However, the Key field in Activity Monitoring (pulled from the NATURAL_KEY field in the USRAU table) is blank. This doesn'...
Guest almost 3 years ago in ClearSight 0 Future consideration