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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Bulk copy reports into new report group.

Whenever a new insurance policy year starts, our group needs to create 50+ reports. It would save a lot of hours if we could bulk copy reports into a new report group as opposed to copying individual reports.
Guest over 1 year ago in  3 Will not implement

Ability to Add Actions to All Events when Action created within an Event

This would prevent users from having to recreate actions to deploy on other events when an action is created within an event.
Guest over 1 year ago in  1 Will not implement

Need events to populate data from Child SIM to Parent SIM record

Currently events can only populate data from Parent/Child SIM to the Claim record. Need to populate (or aggregate) data from Child SIM to populate on the Parent SIM record.
Guest about 3 years ago in CS - Claims Administration 0 Will not implement

On New Risk, Can't link Control/Action

On New Risk, Can't link Control/Action The link Control/Action section is disabled I understand that there needs to be a plan created when you have Actions/Controls, but if a plan gets created automatically when you add an Action/Control using the...
Guest over 1 year ago in  1 Will not implement

Un-grey the Last Review Note field

We have an active field that links to a button to record each month's review notes on risks and issues but this field is greyed out even though it's editable. Riskonnect say they that it would have to be a systems request to un-grey the field, so ...
William McGregor over 1 year ago in  1 Will not implement

Enhance Application Security Settings tracking in Activity Monitoring

Some settings contained in the Application Security Settings in ClearSight Admin do not log how the setting was modified. For example, when searching for the 'Password Never Expires' option, neither the Old Value nor New Value contain a value or i...
Guest over 3 years ago in ClearSight 0 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 over 1 year ago in  1 Will not implement

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