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

CS - ClearSight Platform - General

Showing 51 of 1172

Check for Dependencies When Deactivating Users

When a user is deactivated check to make sure there are no reports/workflows that need to be cleaned up. Use Case: 1. User 1 attempts to deactivate User 2 in Admin 2. The system determines that one or more of the following runs under User ...
Guest about 4 years ago in CS - ClearSight Platform - General 3 Future consideration

Populate XXXCLAIM_EXT1 and XXXCLAIM_EXT2 with CLAIM_ID Upon Data Entry

There are lots of pieces of the ClearSight platform that evaluate criteria on EXT1 and EXT2 tables. For example, an Event condition, or a report criteria. Sometimes, if data is missing from the EXT1 and EXT2 table the other functions of the applic...
Guest about 4 years ago in CS - ClearSight Platform - General 2 Future consideration

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 5 months ago in CS - ClearSight Platform - General 1 Planned

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

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

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

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

Ability for Proper Licensing Tracking and Guard Rails for ClearSight

Currently, there are no restrictions for any one who has proper access to add users or functionality even if they have not been licensed for them. The ask here is to put in a product feature that: Define the number of users (and types) they are li...
Patrick Eslick about 4 years ago in CS - ClearSight Platform - General 1 Future consideration

Track last passwords - increase from 8 to 13

Currently in ClearSight it is possible to track the last 8 passwords so these are not repeated. Client has asked for this to be increased to 13 to comply with their security policies.
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration