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

Desktop column level filtering for all fields

Filtering is not available for all fields in the desktop grid. Grid filter's are often used to quickly identify records but not all fields can be filtered. Please see screenshot below where some of the audit fields cannot be filtered in the deskto...
Guest over 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) / ARM - Filtering 1 Will not implement

Download Full Claim File

Ability to download full claim file – including the pages on the claim, emails, attachments, notes and tasks, etc in one zip file.
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

In Notifications module, the Whatsapp templates should be customizable

It allows for more customization
Guest 5 months ago in  1 Will not implement

In Notifications module a separate message box should be created for SMS Text

So you can have two different messages, one short text for SMS and one longer for email.
Guest 5 months ago in  1 Will not implement

Create Finance security permissions limiting how much reserves can be entered per Reserve Worksheet

Client wants reserves to go through approval process, if 10k and up reserves have been entered on 1 reserve worksheet in totality of ALL buckets. Currently the system does not have any security permissions based on reserves entered per reserve wor...
Guest over 3 years ago in ClearSight 2 Will not implement

Access to files imported/exported through ClearSight

The client would like some degree of access to the files which are imported into ClearSight, and the files that are exported out of ClearSight (via SDIA/SDIE). The ability to download the files for review, possibly through Data Monitor (or possibl...
Guest over 2 years ago in ClearSight 0 Will not implement

Reorder Columns on Reserve Worksheet

Client would like to be able to reorder columns on reserve worksheet to be able to mirror their external worksheet they no longer want to use
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Make OCI Sync not coverage specific

Right now, OCI sync only works if the coverage is the same between the occurrence/claim/incident. Can there be a setting added that will allow the syncs to ignore coverages for the fields in the OCI sync list?
Guest almost 3 years ago in CS - ClearSight Platform - General 1 Will not implement

Rework ODG UI in Clearsight to more closely resemble ODG site

On the ODG website, they utilize graphs and larger illustrations to display data. Crete would like to have the ODG UI in Clearsight to have more graphic representation of the data instead of just a data dump into fields. ODG site also allows for a...
Guest almost 3 years ago in CS - Claims Administration 2 Will not implement

Ability to select Parent Location when Copying Location in Location Management

In the Location Management app you can copy a location, but client would like the ability to select the Parent Location to tie this newly copied location to on that first screen after you select to Copy. My expectation is that it should default to...
Guest almost 4 years ago in CS - Location & Property Management 0 Will not implement