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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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 9 months ago in  1 Will not implement

4 or more digits on relative date field for events

There is a need to exceed 999 on the relative date criteria when building events. Right now if we want something to fire exactly 1 year from a date that is easy to do, but if we want something to fire at 3 or more years we cannot set the criteria ...
Shannon Stout about 2 years ago in  2 Will not implement

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 about 2 years ago in CS - ClearSight Platform - General 0 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 about 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 about 3 years ago in ClearSight 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

Create Global Setting that would allow Client to Identify which Date to validate Policy Against

There are times when our clients that are broker need to report on claim under multiply policy periods and would like to have date that can be changed used to validate the policy period by then the system default.
Guest about 4 years ago in ClearSight 2 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 over 2 years ago in ClearSight 0 Will not implement