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.

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Ideas

Showing 1125 of 1125

Ability to sync Occurrences/Claims/Incidents related to the same Parent Occurrence

ClearSight currently has the ability to sync information between an Occurrence and its associated claims/incidents. For clients using the Parent Occurrence module, it would be helpful for certain information to be synced across the Occurrences and...
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

Enhancements on the Calendar view screen

When opening this screen/view, display 3 months instead of the current month Block off or ‘gray out’ vacation dates
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Allow category to be defined for Signature in Intake

Currently, from Intake we do not add any Category for Signature attachment, we use same Attachment module business layer functions for adding attachment and Attachment module business layer automatically checks for global settings and category set...
Guest almost 4 years ago in ClearSight 0 Will not implement

Add the probability option in the grid widget on the ARM Dashboard

Add the option to display the "Probability" field in the drop down list so we can see it on our widgets : it would be a good indicator.
Sophie Mouton almost 2 years ago in Active Risk / ARM - Dashboards 0 Future consideration

ARM Dashboard - Images and free text

would like to be able to add image files and free text to an ARM Dashboard. e.g. add a company logo or some contextual description relating to the dashboard purpose.
Guest almost 2 years ago in Active Risk / ARM - Dashboards 0 Will not implement

Expand Erosion Data Discovery to a More Robust Policy Solution

Currently, the Erosion data discovery solution is very targeted, and does not include setup to look at other policy data and sheets. The request is to build out a more expansive standard policy offering looking at the policy data, with things like...
Patrick Eslick almost 4 years ago in CS - Reporting & Analytics - Data Discovery 0 Future consideration

Allow Admin to share capability to edit Report Schedules with more than the "Run As" User

In our Org, we have lots of reports that are on a schedule, and find it frustrating to figure out at times who can make changes to a report's schedule other than the Admin. It would be great to be able to "share" the report schedule with more than...
Guest almost 2 years ago in  0 Future consideration

Better Navigation for Multi-Copy Functionality

The need for better navigation in the multi-copy dialog is required when importing 1000+ line Primevera schedules. There is no option to expand all folders so it is very time consuming to open each parent folder to find the child folders you requi...
Guest almost 4 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Roadmap Consideration

Make Custom Claim Abstract name more helpful or allow client to change file name when attaching to claim.

When printing a custom claim abstract and attaching to entity the file name is the year it is printed. This unhelpful and can cause confusion when client has a DMS enabled.
Guest almost 4 years ago in ClearSight 0 Will not implement

Ability to Restart SDIA Jobs After Failure

Often time, an SDIE job is part of an SDIA workflow. This means that the workflow could fail at an activity after the SDIE job. There is no easy way to start the workflow over. Usually it involves building a new SDIA workflow or SQL modification t...
Guest almost 4 years ago in ClearSight 1 Future consideration