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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All ideas

Showing 186

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

Option to make Coverage Inactive

Client wants to make the coverage Inactive by adding the Inactive date so that Historical data is not lost and coverages no longer appear in the drop down menu to use.
Guest almost 4 years ago in ClearSight 0 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 almost 2 years ago in  1 Will not implement

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 almost 4 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 almost 4 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 about 4 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 about 2 years ago in  1 Will not implement

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 about 4 years ago in ClearSight 0 Will not implement

Standard Views to Flatten out XML Fields

Create standard views to flatten out XML data in the system. Currently it requires some skill to extract data that is stored as XML. Some views that did this would make that task easier. Report Distributions, and user security information is store...
Guest about 4 years ago in CS - ClearSight Platform - General 1 Will not implement