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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Ability for Clearsight to be able to evaluate user log ins on a live basis

Currently, Clearsight only evaluates and possibly deactivates users when the user tries to log in. With that, there could possibly be a user that has not logged in for a year, but doesn't show as inactive because they have not attempted to. This c...
Guest almost 3 years ago in ClearSight 0 Future consideration

Emails to carry over when converting a Incident into new claim

Currently the emails do not carry over from an incident to claim when you are maintaining the incident.
Guest about 4 years ago in CS - Claims Administration 1 Future consideration

When emailing from Claim, only search Contacts linked to that Claim

When you click on the search on the To, Cc, or Bcc line, can it display contacts already linked on the claim? Currently, when you click on the search button, it makes you search all contacts.
Shannon Stout almost 3 years ago in CS - Claims Administration 3 Future consideration

Need report options for SIM records

Currently we do not have any standard reports for SIM records. Ideally we would like to have at least an adhoc report option for SIM where we can pull SIM data as well as the associated Claim (or other Entity) data.
Guest over 3 years ago in CS - Claims Administration 1 Future consideration

Report Scheduling Flag

Can we have a flag to use in report scheduling? And can that flag be able to look at the UPDHIST table and be smart enough to verify if the current valuation has been processed? We have many monthly or quarterly processes we manually run for clien...
Guest almost 4 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Future consideration

BI hover help details

The financial bucket labels and hover over explanations are reflecting ClearSight's internal designations for these which does not always match the client's use and causes confusion when building reports. Request is to make these more generic. For...
Guest almost 4 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration

Risk Goggles Reporting

Enhancement requestIt would be really useful in ClearSight to be able to filter by type of event - I would like to filter by flood warnings and Urgency and Severity. In an ideal world it would then adjust on the display area but in the grid my int...
Guest almost 4 years ago in CS - Risk Goggles 0 Future consideration

Ability to export quick search results to an excel spreadsheet (and print option)

Client states she would like to be able to export the quick search results. At times she uses quick search to search for all claims that include the word 'spider'. However, when quick search pulls back the results, users are unable to export that ...
Guest almost 4 years ago in CS - ClearSight Platform - General 3 Future consideration

Option to Retain original Transaction Date when moving transactions

When moving a transaction have a choice as to whether to keep the original transaction date or use Today's date as the trans date on the new claim
Guest over 3 years ago in CS - Claims Administration 3 Future consideration

Need Event/Actions for Payment Preferences/Contacts

We need to be able to create events/actions that will populate data from the Payment Preferences screen to the Contact and/or to a claim transaction that is associated with a particular contact.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration