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 797

Standard Views to Flatten out XML Fields

Create standard views to flatten out XML data in the system. Currently it requires some skill to extract data that is stored as XML. Some views that did this would make that task easier. Report Distributions, and user security information is store...
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

User Security - ability to create a new user by replicating another user.

When creating new users, you currently have to start from scratch. The ability to replicate the new user, using the settings from another user, would save time and effort. This would also ensure that one doesn't miss a security group or permission.
Mark McFadden almost 2 years ago in  0 Future consideration

Sorting in Dashboards

Option to sort information in Dashboards by A-Z/Z-A, numbers of apperance (of every line), risk level...It could be used for example for sorting Owners of Risks by number of risks, or sorting risks by risk level Further example: The data from the ...
Filip Cernicky almost 4 years ago in Active Risk / ARM - Dashboards 1 Future consideration

Add multiple signer capabilities via Adobe Sign for State Forms

Add Adobe Sign workflows to allow multiple signers for State Forms (internal client signers such as Adjusters/Claims Managers and external signers such as Attorneys, Physicians, Former Employees). Secondary need is the ability to update specific f...
Vince Homer about 4 years ago in CS - Claims Regulatory 1 Future consideration

Add message to Change Status component when claim has Voided status

Right now, we do not put the change status button on the void page layout in base product - however, if a client adds it in (because they think they can unvoid a claim using the button), they get a component error (see linked case for details). I ...
Guest about 4 years ago in RMIS - Claims Management & Administration 0 Future consideration

Add intake specific data points (call time, creator, etc.) in BI universe for reporting

Many CS clients using Intake are asking to report on the Call Time and other fields only seen in the Intake app, but there is no current way to report on these. Clients wish to have an "intake universe" to include this information.
Guest about 4 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration

Diary Systems as Standard

Request is for diary systems to be standardized. Need more info from CSM group.
Patrick Eslick about 4 years ago in RMIS - Claims Management & Administration 0 Future consideration

Character Count on text fields in ARM

Currently text fields show the max character limit in a tooltip. It would be useful to also show a character count as typing, so that users know how much space they have left. Original Active Risk ID: ARM-I-23
Guest over 4 years ago in Active Risk 0 Future consideration

Base Ergonomic Program Management

Ability to have a setup that is designed for managing and ergonomic program at a client. This is pretty standard capabilities in current EHS programs where they can allow requests, tracking and management of requirements related to a company's erg...
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration

Remove case sensitive search on web service lookup to external client/vendor

Client requested that we remove the case sensitive qualifier on the various web service lookups into their system.
Guest over 4 years ago in CS - ClearSight Platform - General / RMIS - Content/Data Integrations 1 Future consideration