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 284 of 1175

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 about 3 years ago in CS - ClearSight Platform - General 1 Will not implement

Values Review Chart Interactive

In the review state there is a pie chart. It would be useful if this chart could be interactive so that locations can be viewed when selecting through the chart.
Guest 5 months ago in CS - Location & Property Management 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 about 3 years ago in CS - Claims Administration 2 Will not implement

Reserve Worksheet - add column to add multiplier to reserves

When a user adds a reserve, they would have the option to enter one amount and then add a multiplier and the reserve worksheet would calculate the total reserve needed. So if you have scheduled payments of $100 for 52 weeks, the user would enter $...
Shannon Stout about 4 years ago in CS - Claims Administration 2 Future consideration

Ability to copy individual permission sets

Currently, there is no ability in ClearSight to copy individual permission sets. This gap causes a large amount of time to be spent when a client wishes to reorganize their security. For example, if a client was implemented with 'Full Access' sets...
Guest over 2 years ago in ClearSight 0 Future consideration

Access to files imported/exported through ClearSight

The client would like some degree of access to the files which are imported into ClearSight, and the files that are exported out of ClearSight (via SDIA/SDIE). The ability to download the files for review, possibly through Data Monitor (or possibl...
Guest over 2 years ago in ClearSight 0 Will not implement

Standard STATE field should allow for duplicate State Codes

Currently State codes must be two digit alpha, no numbers are allowed. When a client wants to add foreign states to our state code list, we have an issue with duplicate codes (ie: AR). We need options to be able to allow duplicate codes with diffe...
Shannon Stout about 4 years ago in CS - Claims Administration 1 Future consideration

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 about 4 years ago in CS - Location & Property Management 0 Will not implement

Cleared and Stop Payment Updates

Ability to do the below items regardless of payment status or if Log Payment or check. Cleared Date needs added to a payment Cleared Date needs removed from a payment Payment changed from Stop Payment to Cleared Payment changed from Cleared to Sto...
Shannon Stout 6 months ago in CS - ClearSight Platform - General 1 Planned

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 about 4 years ago in ClearSight 2 Will not implement