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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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All ideas

Showing 186

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 over 3 years ago in CS - Claims Administration 0 Will not implement

Personalized failure email attachement repsonse

Client would like option to personalize the automatic response sent out when email cannot be attached to a record
Guest almost 2 years ago in CS - ClearSight Platform - General 0 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

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 almost 2 years ago in  3 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 almost 4 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 almost 4 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 almost 4 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 almost 4 years ago in CS - Location & Property Management 1 Will not implement

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 almost 4 years ago in ClearSight 0 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 almost 2 years ago in  1 Will not implement