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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Create a Standard Statement of Values Report in Crystal Reports

Clients need the location adhoc report + prior year and current year values together for their Insurance renewals. This is currently done in BI and can be time consuming and Difficult.
Guest over 3 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Will not implement

Recycle Bin for Claim Deletes

When clients accidentally delete claim(s) in order to restore the deleted claim it must pass Tier 1, Data Architect (Braude) and Windows Infrastructure to restore attachments. The attached hours are only Tier 1 hours and sample cases, but each tea...
Guest over 2 years ago in CS - Claims Administration 1 Will not implement

ClearSight Admin Activity Monitoring Ability to Export Data

Client wants to be able to export data from Activity Monitoring for deeper analysis
Guest over 3 years ago in CS - ClearSight Platform - General 1 Will not implement

Allow customers to delete Import Exceptions

Clients would like the ability to delete exceptions from the View Exceptions page of SDIA imports. Jobs which are prone to numerous errors which don't need correcting clog the screen and make it difficult to pull those that do need further investi...
Guest almost 3 years ago in ClearSight 1 Will not implement

Castellan - Ability to create a tag to not include data

Ability to create a tag to not include data. Use case - we do not want to contact colleagues who are on Long Term Sick or Maternity leave with incident communications, inorder to do this we create a department tag and move them into this in our pe...
Guest almost 2 years ago in Resilience - Data Management / Resilience - Notifications 0 Will not implement

Transaction Manager views to be available in the My Views widget of the Dashboard app

Client is requesting the ability to create claim views that have claim transaction filter criteria, e.g. Transaction Date or Transaction Type. This request relates to existing EPIC - CLM-E-199
Guest over 2 years ago in CS - Reporting & Analytics - Other 1 Will not implement

"Pin And Save" button used to manually pin items to Recent Item list

Texas wants to be able to have an item pinned on their recent item list even if they click close folder or "Save and Close". Therefore they would like a button on their action bar called "Save and Pin" that saves the item and adds item to Recent I...
Guest over 3 years ago in ClearSight 0 Will not implement

Ability to copy Actions as well when copying Events with a pop up box asking whether you want to copy actions or not associated with the event

Ability to copy Actions as well when copying Events with a pop up question asking "Do you want to copy the actions as well?" will help many clients when their workflow changes. I have seen new management come in, new high level mangers, who want t...
Guest over 3 years ago in ClearSight 0 Will not implement

Highlight Field on Error

Users can't tell what field they have an error on. This is especially confusing if you have changed field labels because the error won't even match the field.
Michael Allman over 1 year ago in Business Continuity & Resilience 1 Will not implement

Adding time zone on Time stamp for notes, tasks, attachments

We have a request for adding time zone to timestamp on the Notes. Since the system captures time in CST and our users are in different time zones, it creates confusion. It would be good, if this can applied to tasks, attachments and all possible p...
Guest over 3 years ago in CS - Claims Administration 0 Will not implement