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 1124

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

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 almost 4 years ago in ClearSight 2 Will not implement

Standard Stored Procedures to Clean Up IE Table Data

Create Standard Stored procedures that would clen up the data in the IE_ tables. The SPs could be scheduled via SDIE workflows in the application
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

Auto/Bulk Delete/Anonymize

Ability to create a view and select to delete or anonymize everything in that view (claims, incidents, occurrences) On deletion, all related child records would also be deleted (notes, tasks, emails, etc). This includes file attachments. Allow use...
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Increase inactivity period before timeout from 60 minutes to 90 minutes

Schneider has requested the ability to set the inactivity before session timeout period to 90 minutes. Currently, the system limits the user to 60 minutes.
Guest over 4 years ago in CS - ClearSight Platform - General 2 Will not implement

Add task template and email template security permissions

It would be useful if we could have security permissions which restrict the email and task templates that users can see. The current problem is if you go to generate an email, you have a big list of email templates to choose from, most of which ma...
Guest over 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Activity Monitoring - Add User ID to New and Previous values recorded

Client would like to include the userid as part of the previous/new value fields in activity monitoring. This will allow a unique match and accurate metrics.
Guest 11 months ago in ClearSight 0 Roadmap Consideration

Event/Action based on Payment Schedule

Client is looking to create a validation based on Creating/Saving of Scheduled Payments. However, currently this option does not exist. We attempted to use events based on 'Create/ Save Transaction' and this appears to work as expected on the Tran...
Guest over 4 years ago in CS - Claims Administration 0 Future consideration

When a USER is marked on vacation, do not allow Tasks assigned to them

Similar to how we handle Claim assignments when a user record is flagged on vacation, we want this same functionality to work for Task assignments.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Roadmap Consideration