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 1175

Ability for Supervisors to manage their Sub-ordinates(Users) and through the Org Tree chain

Ability for Supervisors to manage their Sub-ordinates(Users) and following through the Org Tree chain(Sub, sub-ordinates).
Guest over 3 years ago in CS - ClearSight Platform - General 0 Planned

Values Collection - enable Events and Actions

For a number of clients, we have come across issues because of the inability to use events and actions - workflow - for Values Collection. It is for example impossible to create email events which would be very useful rather than just having the c...
Guest over 2 years ago in CS - ClearSight Platform - General 0 Will not implement

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

Add Validations for the minimum security permissions to create a new user

When creating a new user in Clearsight, can we create validations for the minimum required permissions to log in and use Clearsight? i.e. client, location, entity, Application access permissions
Guest almost 3 years ago in CS - ClearSight Platform - General 0 Will not implement

Have Text objects on Forms Align with Other Objects

Currently it appears when text is added to forms, it appears indented or has a space to make it appear indented. This space/indentation is not on the same form in Enterprise. See screenshots attached of the same form and same claim in Claims Admin...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Will not implement

ClearSight and Enterprise - Ability to add PDF template to Forms & Letters Manager

Client has asked for the ability to add PDF templates to the Forms & Letters Manager. Sometimes they have documents that are only available in PDF and currently, they have two resources spending time retying them into a word document just to u...
Guest almost 5 years ago in CS - ClearSight Platform - General 1 Will not implement

Browser Should Show our Application Name

Currently in Enterprise the browser window will show that your in 'Enterprise - <CLIENT-NAME>'. But in ClearSight all you see is 'StormsWrapper'. I have a client complaining that this will be confusing for users when they have many browsers ...
Guest over 4 years ago in CS - ClearSight Platform - General 1 Will not implement

Do not automatically select multiple items in the select columns picker in Views

On the Select Columns page of Views, it is nice that you can move multiple columns at once. It is a little confusing though because you have to unselect something if you select it once then go to select other fields and don’t need something select...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Will not implement

Ability to Allow Record Deletion for Records that are linked to other objects

Currently, there are certain records in the system that cannot be deleted because they are related to other records. For example, a location record cannot be deleted if it is linked to any number of records like a claim or values. The proposal is ...
Guest about 4 years ago in CS - ClearSight Platform - General 1 Will not implement

Add 'more info' arrow to security permission listing

The ‘More info’ arrow isn’t available when you are managing Permission sets via the Security Permissions page, however it is available when you access the Permission sets via the Security Groups page. Please could we have the same facility on the ...
Guest about 4 years ago in CS - ClearSight Platform - General 0 Will not implement