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

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

Be able to limit access for email templates

Be able to llimit users from seeing specific email templates So for example below, I want a specific user to only see TEST email template instead of the 5 existing email templates.
Guest over 2 years ago in CS - ClearSight Platform - General 0 Future consideration

Build Security for Attachment description and category

Currently, there is no security that stops users from being able to edit attachment descriptions or categories. Client has requested that this be added to not allow Read Only users to update these fields
Guest over 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Standard Views to Flatten out XML Fields

Create standard views to flatten out XML data in the system. Currently it requires some skill to extract data that is stored as XML. Some views that did this would make that task easier. Report Distributions, and user security information is store...
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

Remove case sensitive search on web service lookup to external client/vendor

Client requested that we remove the case sensitive qualifier on the various web service lookups into their system.
Guest over 4 years ago in CS - ClearSight Platform - General / RMIS - Content/Data Integrations 1 Future consideration