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

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 about 4 years ago in CS - ClearSight Platform - General 1 Future consideration

User specific activity monitoring in ClearSight Admin

Ability to see activity monitoring when going into a user record (changes to the user record itself, not tracking what they did, but did someone add screen access permissions, etc.)
Guest almost 3 years ago in ClearSight 0 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

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

When searching for Reports, add Prior Valuation Date as search option

Client would like the ability to search reports by prior valuation date (located on other info section) if possible. Example, be able to search all reports valued as of 1/1/18. It currently doesn't appear when editing/creating a view within the se...
Guest almost 4 years ago in CS - Reporting & Analytics - Standard/Crystal 3 Future consideration

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 almost 4 years ago in CS - ClearSight Platform - General 0 Planned

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 almost 5 years ago in CS - Claims Administration 0 Future consideration

Highlight mandatory fields in Intake

Client would like to have highlighted the mandatory fields in Intake as the red star is not enough for them
Guest 6 months ago in CS - Claims Administration 1 Will not implement

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 almost 4 years ago in CS - Claims Administration 1 Planned

Ability (option) to display all Occurrence Notes on the Claim's Notes page (not just on the Timeline page)

Currently notes added to an occurrence will display on the Claim's Timeline page. Client wants the option to show all occurrence notes on the NOTES page of the Claims associated to that occurrence.
Shannon Stout almost 4 years ago in CS - Claims Administration 1 Future consideration