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 183

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

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

Display the sum of the weighted and non-weighted risks on the Desktop and Risk Express grids

Is it a real demand to be able to see the sum of the weighted and the non-weighted risks for a project. For example, we could imagine that these sums are automatically calculated according to the records displayed on the screen (so we can select a...
Sophie Mouton almost 2 years ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 1 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

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 over 3 years ago in ClearSight 0 Will not implement

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

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 over 3 years ago in ClearSight 0 Will not implement

Add a Named Insured Hierarchy App

Suggest adding an ability to track Named Insured Schedules in a hierarchy similar to the Location Hierarchy with a parent and child relationship for reporting purposes.
Mark McFadden almost 2 years ago in  1 Will not implement