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.

ADD A NEW IDEA

Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
Share feedback 1

All ideas

Showing 1177 of 1177

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 about 3 years ago in CS - Claims Administration 2 Will not implement

More 'Group' by options in Dashboard charts, for example Current Risk Level

This enhancement would be to add additional grouping options to Dashboard charts, for example enabling the ability to group risks by the Current Risk Level, business folder/item level. Original Active Risk ID: ARM-I-53
Nick Ridout over 4 years ago in Active Risk / ARM - Dashboards 0 Future consideration

Reserve Worksheet - add column to add multiplier to reserves

When a user adds a reserve, they would have the option to enter one amount and then add a multiplier and the reserve worksheet would calculate the total reserve needed. So if you have scheduled payments of $100 for 52 weeks, the user would enter $...
Shannon Stout about 4 years ago in CS - Claims Administration 2 Future consideration

Create capability to print forms that would normally be generated electronically and sent to claimanat after Intake submission.

Need the ability for their clients to be able to print the forms that could be sent in a followup email to the intake entry user. Two reasons for the request. TPA's client wants to ensure that claimant making claim entry physically gets the inform...
Guest over 2 years ago in  1 Future consideration

Standard STATE field should allow for duplicate State Codes

Currently State codes must be two digit alpha, no numbers are allowed. When a client wants to add foreign states to our state code list, we have an issue with duplicate codes (ie: AR). We need options to be able to allow duplicate codes with diffe...
Shannon Stout about 4 years ago in CS - Claims Administration 1 Future consideration

Ability to copy individual permission sets

Currently, there is no ability in ClearSight to copy individual permission sets. This gap causes a large amount of time to be spent when a client wishes to reorganize their security. For example, if a client was implemented with 'Full Access' sets...
Guest over 2 years ago in ClearSight 0 Future consideration

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 about 4 years ago in CS - Location & Property Management 0 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

Add additional thresholds/colours to Risk Counter Widget in ARM Dashboard

The ability to add additional thresholds/colours to Risk Counter Widget in ARM Dashboard - for example aligning counts to PID which have more than 3 colours in them.
Guest 11 months ago in ARM - Dashboards 0 Future consideration

Enhance data entry/keyboard usability in ClearSight

Feedback from the client: Data entry is not smooth in the new system, it forces you to use your mouse for practically all of it, which is tedious and frustrating (angering to be honest). Test example – to update just the coverage tab for one...
Guest about 4 years ago in ClearSight 2 Will not implement