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

Ideas

Showing 1125 of 1125

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

Cancel search

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

Enhancement request - Values admin - Include 'Save and close' button

Enhancement request to include a 'Save & Close" button in Values Admin. Currently have to click 3 times (Save, close green save bar, close folder) to save a change and then close the collection. Finding it a bit of a nuisance - I'm updating ap...
Guest almost 4 years ago in CS - Location & Property Management 0 Roadmap 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

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

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

Telehealth product for Healthcare

Telehealth is the electronic and telecommunications technologies and services used to provide care and services at-a-distance. Telehealth introduces new risk that need to be accounted for within an organizations patient safety and quality programs.
Guest over 4 years ago in Riskonnect Healthcare 2 Future consideration