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 26

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 over 3 years ago in CS - ClearSight Platform - General 0 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 over 3 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 over 3 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 over 3 years ago in CS - ClearSight Platform - General 3 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 about 1 year ago in CS - ClearSight Platform - General 0 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 about 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Field visibility based on subcoverage

Client would like to have the ability to hide/show different fields on major coverage forms based on sub coverage. Ex: For major coverage AL sub coverage BI, show fields set up for BI only. Same for other subcoverages within the major coverage par...
Guest over 3 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 over 3 years ago in CS - ClearSight Platform - General / CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

ClearSight Admin Code List Export Capability

Ability to export code lists from ClearSight Admin (identical to how the Enterprise functionality works)
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration