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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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All ideas

Showing 1177 of 1177

ClearSight Admin Code List Export Capability

Ability to export code lists from ClearSight Admin (identical to how the Enterprise functionality works)
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

Create a component that allows Tasks to default to "My Tasks" instead of "Today's Tasks".

The Salesforce default for the Tasks on the Home page is "Today's Tasks"; however, I am unaware of any clients (there are probably some) that use the Tasks as a form of a diary system. Given that, the better default is "My Tasks", which displays a...
Guest about 3 years ago in RMIS - Reporting & Analytics 1 Future consideration

Allocations mapping - ability to move policy search popup so it doesn't cover mapping fields

In Allocations/Premium Mapping/Policy Number field, when you open the search icon, the search pop-up covers the premium mapping detail so you aren't able to see what the previous policy was called. It isn't possible to move the popup to another pa...
Guest about 4 years ago in CS - Allocations 0 Future consideration

Add Events to trigger along the Transaction Approval Process / Approval Route to inform assigned user

Clients use approval routes to track several approval steps. Not all approvers (esp. from other departments) login to the system on daily basis. Event triggers for "Approve", "Reject", "Escalate" and of course entry point of any approval would hel...
Guest over 1 year ago in CS - Administration & Configuration 0 Future consideration

RKQF - Question answers determined by global picklist

Provide the template builder the ability to select a global picklist that will be used for the answer for all the questions within a template. Ability to manually overwrite a question within the template is another requirement.
Guest about 4 years ago in Healthcare - Rounding 0 Future consideration

Events and Action notices for Intake

We currently do not have Events and Actions for notices in Intake which are in progress
Guest over 3 years ago in  1 Future consideration

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

Enhancement request - Values Admin - Include ability to filter via parent level location

Enhancement request to include the ability to filter by Parent Level Location in the Values Admin/Contributor (& Reviewer) pages. There is currently no way to filter saved locations by parent.
Guest about 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

Content Document Link Copy from Intake to Claim

When Incident Detail records are promoted to claims, it is common for the client to want the files uploaded to the parent incident record to be linked to the created claim. This would require a flow to loop through all content document links assoc...
Guest over 3 years ago in  1 Future consideration