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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Better visibility of permission sets assigned to a group in ClearSight

I would love the ability to be able to clone permission sets from other users so I don't have to rebuild them every time.
Guest over 2 years ago in ClearSight 0 Will not implement

Add "Contacts" page to SIM record

Client needs to link Contacts to SIM records. We are using SIM to track their Subro records (they have many to one). We are currently using contact lookups to pull in contact data to the SIM record. We are also working on a trigger that will autom...
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

API solution - 1. Account Aggregation and 2. Role/Entitlement Aggregation

This is a critical requirement for Walmart's internal security compliance. This is need by our Spring 2022 release. Account Aggregation – This will be used to provide a list of users with the roles the are assigned. Role/Entitlement Aggregation – ...
Guest over 3 years ago in ClearSight 0 Will not implement

Allow Code Dependencies for Misc_User fields

Client has requested the ability to limit the available users in a Misc_User field based on another dependent value, like coverage.
Guest over 2 years ago in CS - Claims Administration 1 Will not implement

Multi-Language code for Value Collection

Client is asking for feature to add Multilanguage code, for values collection questions code as it is possible for codes in all other modules of the application (e.g. claim where the same code can have multiple code description language specific)....
Guest over 2 years ago in CS - Location & Property Management 0 Will not implement

Changing of the Save Confirmation

The client states that because of the wording when saving changes in the Schema ("Are you sure you want to close without saving your changes"). Users are getting confused and pressing yes closing out any changes they have made. The user suggested ...
Guest over 3 years ago in ClearSight 0 Will not implement

Contact Hierarchy: Ability to control the level of child records to be attached to a Parent Contact

Contact Hierarchy: Ability to control the level of child records to be attached to a Parent Contact. Essentially looking to keep the setup to be a parent with 1 child. They do not want to go to level 2, 3, etc. of additional child records underneath.
Guest over 3 years ago in ClearSight 0 Will not implement

Do not automatically select multiple items in the select columns picker in Views

On the Select Columns page of Views, it is nice that you can move multiple columns at once. It is a little confusing though because you have to unselect something if you select it once then go to select other fields and don’t need something select...
Guest over 3 years ago in CS - ClearSight Platform - General 0 Will not implement

Increase functionality of Approval Manager

This is a request to increase the functionality of the Approval Manager to include views of Approved transactions and have views and filters to limit the results by the following: Approver Transaction Amount Create User Payee Name Claim/Occurrence...
Guest over 2 years ago in ClearSight 1 Will not implement

Custom Letters - need checkbox option for user to check/uncheck

Would like an option to insert a checkbox in a custom letter.
Guest over 2 years ago in CS - Claims Administration 2 Will not implement