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

Single Line Valuation Comparison Report Template

Covenant has asked for a single line valuation report for excel data only for better ease with filtering and sorting
Guest over 3 years ago in CS - ClearSight Platform - General / CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Add probability/frequency to desktop grid

There is no way of showing on the desktop grid if a risk assessment is frequency or probability based and no way of showing the chosen frequency. Also, the probability on the desktop shows as zero for frequency based risks – really ought to be n/a...
Guest 11 months ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

Add a dropdown list for roles and responsibilities within the team responsibilities section of any internal contact lists

This was functionality that existed in ClearView and proves to be very useful for consistency of role names. When users have to add their own role there are often misspellings or slight differences in the role names.
Melanie Zampi 11 months ago in  1 Will not implement

Ability to dictate the From Email Address in Email Templates and Events Email Actions

Having this ability will help remove the person who is performing the workload for the Adjuster or if the Email action is triggered by an Event, the From user is not the system default email address.
Elizabeth Her 11 months ago in  0 Roadmap Consideration

Add "Severity" field to Resident Event and Non-Resident Event

Add a severity field to the Resident Event and Non-Resident Event object.
Guest over 2 years ago in Riskonnect Healthcare 0 Future consideration

Provide the ability to identify the record type.

Currently, there is a Custom History solution implemented for field history tracking on a custom object where the object is a detail of a Master-Detail Relationship. It cannot be identified what the Record Type of the object was per Custom History...
Guest almost 2 years ago in  0 Future consideration

Give a warning or stop being able to close a record, when you still have open actions

At present, you can close a record (risk or issue) while still having open actions on the record. It would be preferable to remove this ability or at least give a warning that there are still open actions, if a user tries to close the record, so t...
William McGregor almost 2 years ago in  0 Future consideration

Have Text objects on Forms Align with Other Objects

Currently it appears when text is added to forms, it appears indented or has a space to make it appear indented. This space/indentation is not on the same form in Enterprise. See screenshots attached of the same form and same claim in Claims Admin...
Guest over 3 years ago in CS - ClearSight Platform - General 0 Will not implement

Ability to allow custom code mapping related to ISO Claim submission for Loss Type and Coverage Code

Ability to allow custom code mapping related to ISO Claim submission for Loss Type and Coverage Code. New codes can be added/updated by ISO in future for Loss Type and Coverage code, so it will be helpful to be able to edit code mappings for these...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Resilience Notifications integration with Signal

With the new WhatsApp functionality for Notifications (which is really cool, by the way), I would be interested to see future enhancements that allow for integration with similar services such as Signal, a similar service to WhatsApp renowned for ...
Nathan Early 11 months ago in Resilience - Notifications 0 Future consideration