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

Targeted View of Insights Reporting

A client has suggested that it would be helpful to create a user role that has "targeted" visibility to Insights Reporting - meaning, they can only see Insights Reporting information that is applicable to them.
Amanda Feest almost 2 years ago in Resilience - Reporting & Analytics 0 Will not implement

Allow Clients to Modify "Prompt" Text for Default Dropdown Fields

Clients should be able to modify the "prompt" text that appears for default dropdown fields. For example, when creating an Internal Contact, a client pointed out that the prompt for the State dropdown - "Please Select a Subregion" - is weird termi...
Amanda Feest almost 2 years ago in Resilience - Administration & Configuration / Resilience - Business Continuity - General 1 Will not implement

Configuration for ClearSight SSO to allow clients to create their own verbiage when the site is unable to authenticate information.

Within the process of entering (client id, user id, password) the system allows to create a login error verbiage message that the client can edit. However, when the client is configured for SSO, there is a standard verbiage of 'We were unable to a...
Guest about 3 years ago in ClearSight 0 Will not implement

ClearSight Logging of significant SAML attributes upon successful SSO authentication

Right now, upon successful authentication, CS does not log all attributes of a SAML assertion (it does upon failure to app logs). Some customers that use shared or anonymous IDs include the actual UUID of a user in other additional attributes that...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Will not implement

Allow creation of a location view to display latitude and longitude

1. When passing data through other tools we need to enter the latitude and longitude separately. We can achieve this using formula in Excel to separate out these elements from the Gpoint but it would be easier to have them as separate fields 2. Th...
Guest about 3 years ago in CS - Location & Property Management 0 Will not implement

Client would like at least a 5 hour time frame before automatically being logged out of ClearSight.

Client's request is to have at least 5 hours of inactivity time before the system automatically logs out of ClearSight.
Guest over 2 years ago in CS - ClearSight Platform - General 0 Will not implement

Replicate claim approval capabilities for premium and related transactions in policy

In the claims module we have capability to support peer review and approval processes for claims financial transactions. Client needs the same functionality for policy premium (and tax and cost etc.) financial transactions.
Guest over 2 years ago in CS - Insurance Policy/Program Management 0 Will not implement

Ability to upload and download data to and from ClearSight in Google forma

Our company will change from Microsoft to Google in respect of documents. We want to be certain that we can still use the system the same way as before. Therefore the system needs to have the capability to handle Google Data format both for upload...
Guest almost 2 years ago in  1 Will not implement

Add more info to standard report "User Types and Usage"

In conjunction with STOR-116107 and IDEA-I-1387 and STOR-122959 Suggest 8(ish) categories of users based on attached image. Active General Users (this is already in the report) Active General Users with Admin rights (this is already in the report)...
Guest about 4 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Will not implement

In Notifications module, the Whatsapp templates should be customizable

It allows for more customization
Guest 8 months ago in  1 Will not implement