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 Admin to Remove Private Dashboards

Looking for the same functionality as Views in admin. In the Admin-> Views, admin can access and help a user fix a private view, can copy it, and can delete private views when a user is no longer with the company. Looking for the same functiona...
Crystal Wubbels over 1 year ago in CS - Reporting & Analytics - Other 2 Future consideration

Need separate permission for Convert to Vendor/convert to Non Vendor

Currently permission to use the Convert to Vendor button relies on the "Create Vendor" permission. Client would like to have a separate permission to disable the Convert to Vendor and Convert to Non Vendor buttons.
Guest about 3 years ago in CS - Claims Administration 1 Future consideration

ClearSight Admin Code List Export Capability

Ability to export code lists from ClearSight Admin (identical to how the Enterprise functionality works)
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

Add Events to trigger along the Transaction Approval Process / Approval Route to inform assigned user

Clients use approval routes to track several approval steps. Not all approvers (esp. from other departments) login to the system on daily basis. Event triggers for "Approve", "Reject", "Escalate" and of course entry point of any approval would hel...
Guest over 1 year ago in CS - Administration & Configuration 0 Future consideration

Allocations mapping - ability to move policy search popup so it doesn't cover mapping fields

In Allocations/Premium Mapping/Policy Number field, when you open the search icon, the search pop-up covers the premium mapping detail so you aren't able to see what the previous policy was called. It isn't possible to move the popup to another pa...
Guest about 4 years ago in CS - Allocations 0 Future consideration

Risk Goggles Notifications Job Not Run

Create a new notification to alert key users (admin users for example) when Risk Goggles Job stopped running.
Guest over 3 years ago in CS - Risk Goggles 0 Future consideration

Crystal Report Scheduling: Add Frequency option of First/Last Day of the Year

Client wants to schedule a Crystal report (Cargo IM Detail Report YTD w/ Reserves_Prior Year) to run on the first day of the year to capture the prior year’s data. However, there is no scheduling options for First Day of Year or Last Day of Year. ...
Guest over 4 years ago in CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Ability to "Change Relationship" for contacts attached to Claims

If a user attaches a contact and selects the wrong Contact Relationship, they must detach the contact, then reattach the contact selecting the correct relationship. A button to Change Relationship would streamline this process.
Guest over 3 years ago in CS - Claims Administration 1 Future consideration

Contibutor Field within Values Admin collection needs to be reportable

When a collection is setup to have a contributor this field needs to be allowed to be pulled in within the BI report - due to this field not existing within the universe
Guest over 3 years ago in CS - Reporting & Analytics - Business Intelligence 0 Future consideration

Reserve Worksheet Event - include updates in After Claim Financial Calculation type

Event type - After Claim Financial Calculation does not include reserve updates entered through the Reserve Worksheet. Need an event that will calculate the reserve updates made in the reserve worksheet upon on save and be reflected in the financi...
Guest almost 3 years ago in ClearSight / CS - Claims Administration 0 Future consideration