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 22

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

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

Ability to export quick search results to an excel spreadsheet (and print option)

Client states she would like to be able to export the quick search results. At times she uses quick search to search for all claims that include the word 'spider'. However, when quick search pulls back the results, users are unable to export that ...
Guest almost 4 years ago in CS - ClearSight Platform - General 3 Future consideration

ClearSight Admin - Client data storage feature enhancements

The new client storage feature in Admin is brilliant. Really helpful. From having a play around there are a few things which would make it more usable. 1. Primary use case is to be able to track storage over time and see which parts of the syst...
Guest over 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Set fire order for events / actions

It would be beneficial if users had the ability to set the order that events and actions fire. For example, if there are 3 events the fire "on create claim" the users would be able to define which order they fire in. Ideally, it would be best to h...
Guest over 1 year ago in CS - ClearSight Platform - General 0 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

Single Line Valuation Comparison Report Template

Covenant has asked for a single line valuation report for excel data only for better ease with filtering and sorting
Guest almost 4 years ago in CS - ClearSight Platform - General / CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Text Messaging - Attached To on standard form

Add the Attached To field to the standard Text Messaging form. It is available in the View, but not once the record is opened
Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Need ability to void SIM records

Only current option to remove SIM records is to delete them. For historical retention reasons, client needs an option like voiding so the record will still be attached on parent, but will not be visible in reporting
Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration