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

Ideas

Showing 1125 of 1125

Improvements desired on Risk Assessment Questionnaire process

The current "solution" for risk assessment questionnaires is wildly confusing for both the business and system administrators. After multiple training sessions the process is still not clear. The excel template provided for use by the customer (us...
Guest over 1 year ago in Healthcare - Rounding / Riskonnect Healthcare 0 Future consideration

Disable Incident Number Generation when Using Claim Number

In CS Admin, Claim/RMIS Settings and Automatic Generation of Claim/Incident Field Values if you check the box to 'Use Claim formula for Incident number auto generation', the option for 'for New Incidents using the specified formula' and the formul...
Guest over 3 years ago in ClearSight 0 Will not implement

Add "Create User's Other Email" (Email2) to Expression editor in for Actions

Add Create User's Other Email (Email2) to Expression editor as an option ( see screenshot)
Guest over 3 years ago in CS - ClearSight Platform - General 0 Will not implement

Ability to Route Email to Claim emails to attachment manager

Client would like the option to route full incoming emails to the attachment manager instead of them being split between the email and attachment pages for easier navigation. (view all data in one page)
Guest over 3 years ago in ClearSight 1 Will not implement

Enhance user ability to manager Tasks on Locations

We have a Claim Task List widget for the Claims Admin app, but nothing to help manager Location tasks. User have to either open tasks from the Location record, or go to Claim Admin app and use the Tasks manager. Client wants a Task list in the Loc...
Guest over 3 years ago in CS - Location & Property Management 1 Will not implement

Summary Section to be customizable by Coverages

We have different Coverages in ClearSight and each Coverages has it's own sets of field that they use. Having the ability to customize what fields are displayed in the Summary section based on Coverage would benefit our Users a lot.
Elizabeth Her almost 2 years ago in  1 Will not implement

Additional IT Object (IT Item) for Databases

For DR planning, many clients need to be able to connect applications and infrastructure to databases that hold underlying data. These databases also have unique recovery strategies and approaches There is not a good place to store database inform...
Guest almost 2 years ago in Business Continuity & Resilience 0 Future consideration

Ability to access the Data history details for a folder

The History logs for the business folder only show the list of changes made along with the date/time stamp but don’t show the Details for the changes made (so the View button is greyed out). It will be usefull to have the details for the administr...
Sophie Mouton almost 2 years ago in  0 Future consideration

Display From/Sender email address on Email preview panel in ClearSight

Client would like for the From/Sender address to appear in the right-hand panel of the Email page in ClearSight. Currently, the address appears when you fully open an email, but the preview pane does not show the address. The client doesn't need t...
Guest over 3 years ago in ClearSight 0 Will not implement

Add Notes in User Details screen

When in the User Details screen in User Management, Client has asked for a note field to be added under the Authentication Phone Number field. This field should allow for free form text and hold up to 2,000 characters
Guest over 3 years ago in ClearSight 0 Will not implement