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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Ideas

Showing 183

Predictive text in contact name fields

Client wants the functionality to type in a few letters of a last name or first name and have the last name or first name show up (in Contact Name fields) so they can then pick right away.
Guest almost 2 years ago in CS - ClearSight Platform - General 0 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 almost 4 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Will not implement

ARM to ARM to include full audit history data

The ability to be able to transfer all the risk audit history using ARM to ARM within the admin section This would be used when migrating ARM instances Original Active Risk ID: ARM-I-251
Guest over 3 years ago in Active Risk / ARM - Integration (API, Import/Exports, External Applications, Bulk Updates, ARM to ARM) 0 Will not implement

Alphabetize Page Access Lists Permissions

Could the lists presented in Access List permission sets be alphabetized or allow for sorting? It is hard when the lists get long to locate items to check and uncheck.
Guest almost 3 years ago in ClearSight 0 Will not implement

Ability to not trigger emails to users upon Create/Re-Activate, if the client schema has SSO configured

Ability to not trigger emails to users upon Create/Re-Activate, if the client schema has SSO configured.
Guest almost 3 years ago in ClearSight 1 Will not implement

Ability to hide/update System Views

Have the ability to update and save a System view. Currently, there is not an option to Save once any updates are made. Client suggests this could be made into a separate entity permission so access can be granted to modify System views
Guest about 2 years ago in ClearSight 0 Will not implement

Copy "Drill Down Grid Columns" from one widget to the other and sort them

When creating widget the " Drill Down Grid Columns" are often the same, the ability to copy the list from one to a new one would be a good improvement. Having a selection similar to the one in desktop for the column configuration where you can sel...
Vincent Guerard over 1 year ago in ARM - Dashboards 1 Will not implement

Email: Add ability to populate email templates with system users

Streamline workflow by having the ability to populate email templates with users (not only contacts) and would like syncing with Outlook contacts
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 2 Will not implement

Reset status on Payment Processing export batch

This idea originated from a number of times that two different clients have faced issues. In ClearSight they create vouchers, batch them in Payment Processing, then run an AP Export job that exports the batch to an external system. Sometimes for w...
Guest over 4 years ago in CS - Claims Administration / RMIS - Content/Data Integrations 1 Will not implement

Change Coverage Security

Currently, the Change Coverage button in the top ribbon on claims and incidents cannot be modified other than specific entity access. So the Change Coverage button is allowed if a user has Save permissions on the entity. Can we add security to dis...
Guest over 2 years ago in CS - Claims Administration 0 Will not implement