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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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Showing 797

Fields not available on Diagnosis Codes, Lost Time Periods, FROI/SROI, Indemnity Benefits within Activity Monitoring

Fields not available on Diagnosis Codes, Lost Time Periods, FROI/SROI, Indemnity Benefits within Activity Monitoring. Can we add the fields on these entities to Monitoring
Shannon Stout over 2 years ago in ClearSight 3 Future consideration

Risk Express - Add ability to select Response Type when adding a Response in grid view

Response Type cannot be selected when adding a Response to a Risk in Risk Express when viewing Risks in grid view. Only the default value is available unless adding response from Risk Details page. Original Active Risk ID: ARM-I-177
Guest almost 4 years ago in Active Risk / ARM - Other Interfaces (Risk Express, Verify, SnappIT, Surveys, ARM apps) 0 Future consideration

Automation of New Properties (PVC Portal)

One of the significant requests was to have newly reported Properties auto-approved with the user provided the ability to enter new property values immediately. Unfortunately, per Product, the PVC Portal framework does not support that, requiring ...
Guest over 4 years ago in RMIS - Property Management 0 Future consideration

Cancel search

ClearSight - ability to cancel a search after it has started (Quick Search)
Shannon Stout 8 months ago in  0 Future consideration

Set fire order for events / actions

It would be beneficial if users had the ability to set the order that events and actions fire. For example, if there are 3 events the fire "on create claim" the users would be able to define which order they fire in. Ideally, it would be best to h...
Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Add 'multiselect' option as a custom field

Request is to have a multi-select option as a custom field in addition to the dropdown (single select) that is already available. I have a large client pulling data over from other tools (SFDC based, archer) that has this type of field available. ...
Guest 8 months ago in  0 Future consideration

Plan Task Heading

When importing plan tasks I want to be able to populate the Content text under the heading(Title).
Ben Cartlidge 8 months ago in Resilience - Plans 0 Future consideration

Send Welcome Email through import

When importing Users I want to be able to trigger the welcome email from the import. Where there are hundreds of users sending the welcome email one by one is not feasible.
Ben Cartlidge 8 months ago in Resilience - Administration & Configuration 0 Future consideration

ClearSight Admin - Client data storage feature enhancements

The new client storage feature in Admin is brilliant. Really helpful. From having a play around there are a few things which would make it more usable. 1. Primary use case is to be able to track storage over time and see which parts of the syst...
Guest about 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Ability for Admin to Remove Private Dashboards

Looking for the same functionality as Views in admin. In the Admin-> Views, admin can access and help a user fix a private view, can copy it, and can delete private views when a user is no longer with the company. Looking for the same functiona...
Crystal Wubbels over 1 year ago in CS - Reporting & Analytics - Other 2 Future consideration