Skip to Main Content
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

All ideas

Showing 1115 of 1115

Have visual indicators (flags) at top of the claim administration screen when a claim is/has the following conditions

Client wants the below as an example to appear next to Claim number at the top of the CLAIM screen. It would indicate if a claim is associated with any of the following: • Legal representation • Litigation • Subrogation • Death claim • Medicare/CM...
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

Tasks - Close when voided

We have users that do not have the ability to void or unvoid claims / incidents / occurrences when a entity gets voided they are stuck with open tasks and need assistance to close the task. Requesting functionality either similar to Close Manually...
Crystal Wubbels 10 months ago in  0 Future consideration

Email Template functionality Similar to Views - User Groups

Users have requested the ability to limit the view of email templates to specific user groups. Example sensitive information email is only able to be sent by supervisors. Additionally a company with a large number of email templates could limit th...
Crystal Wubbels 10 months ago in  0 Future consideration

Extend the filtering and/or sorting capability on users and resources list screen

Currently, it is possible to filter resources, however it is not possible to filter by date created or updated for users. The enhancement would be to improve the functionality in this area by either adding additional sortable/filterable columns to...
Nick Ridout over 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 0 Future consideration

Ability to amend or set the Review Date in ARM when the review is entered

Currently when adding a review in ARM, the data is automatically applied by the system (the date when the review is submitted). However, this does not always reflect reality, on occasion, the review can be done, but the user may not have time / be...

Safety Change Management Control

Usually referrred to as a central change request center or management of change controls
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration

Add Validations for the minimum security permissions to create a new user

When creating a new user in Clearsight, can we create validations for the minimum required permissions to log in and use Clearsight? i.e. client, location, entity, Application access permissions
Guest over 2 years ago in CS - ClearSight Platform - General 0 Will not implement

Add Save and New button on Codes and Look ups

When entering in new codes in a code and lookup in Clearsight it would be very nice to have a Save and new button that would open the new code dialog box after saving the previous values. As it stands now you have to save then click new again whic...
Guest over 3 years ago in ClearSight 0 Will not implement

ClearSight - Values Collection - Reassign Enhancements

Would like to enhance some of the Reassignment capabilities in Values Entry from the Contributor's standpoint. This Client requesting assigns out locations to the Regional Manager and the Regional Manager would then reassign accordingly. These enh...
Guest over 1 year ago in ClearSight 0 Will not implement

CS Views: Fields marked non-reportable show up in Sort Results. Should not show up similar to Select Data/Select Columns

No description provided
Guest over 3 years ago in ClearSight 0 Will not implement