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 1125 of 1125

Need ability to create custom views and search options for SIM records

Currently we cannot create any views or perform any searches on SIM records. We need the same functionality on SIM that we have for Tasks. Let users create private or custom views, select their own search fields, etc.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Future consideration

Make the "Archived" Box on New Notification More Clear

When creating a new Notification, there is a checkbox that says "Archived." In talking with Product, I learned that selecting this box will cause the message to be archived immediately after it is sent. I'd suggest we make this more clear, e.g., b...
Amanda Feest 12 months ago in Resilience - Notifications 0 Future consideration

The Ability to Group Users By Named Supervisor in BI

Standard reports allows users to add conditions to say MiscUser1 is the Eventual Subordinate of NAMEDUSER. This makes organizing adjuster teams easy in Standard reports. BI does not pull in the User.Supervisor field and it would be a useful data e...
Guest over 3 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration

Allow Duplicate Check for Intake to Check Any DB Field Allowed in Duplicate Check Query

Currently in ClearSight Admin, Claims/RMIS Settings, Duplicate Claims/Incidents Settings you can build up a query to check for duplicate claims or incidents being checked. You can use all of the fields on XXXCLAIM_EXT1, XXXCLAIM_EXT2 and XXXCLAIM_...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Allow users to set schedules ahead of time for out of office on Auto Assignments.

The thought is that it will be challenging for managers to maintain all of their adjusters schedules and know that they have to login to the system and check the out of office on their adjusters profiles. They also thought having a time for which ...
Guest almost 4 years ago in CS - Claims Administration 2 Will not implement

Add explanation to "Are You Sure?" dialog box

When clicking on the Archive button (which is right next to the Delete button - in plan lists, the dialog box that appears ask for confirmation but does not state the action being taken. The text of the box should be changed to something like "Are...
Guest over 1 year ago in Resilience - Plans 0 Will not implement

When searching for Reports, add Prior Valuation Date as search option

Client would like the ability to search reports by prior valuation date (located on other info section) if possible. Example, be able to search all reports valued as of 1/1/18. It currently doesn't appear when editing/creating a view within the se...
Guest over 3 years ago in CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Hiding the Vendor/Supplier Committed RTO stull shows the RTO in What IF reporting

Client has elected to hide the Vendor/Supplier Committed RTO field within their BIA, yet when they look at What IF under Insights reporting, the supplier dependency shows an RTO field with no data shown. The idea is for any hidden committed RTO wi...
Steve Barnett 6 months ago in Resilience - BIAs 0 Future consideration

Ability to restrict users from changing approvers and editors

Ability to restrict users from changing approvers and editors. There should be an option in the user roles to remove the ability to edit (ie add/remove) approvers and editors and only select administrative users should have this ability.
Guest 6 months ago in Resilience - Administration & Configuration 0 Future consideration

Add Title to Task Calendar

Instead of just "1 Task" showing on the calendar in My Tasks, show the title of the task
Guest about 4 years ago in CS - Claims Administration 0 Will not implement