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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All ideas

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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

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

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

Updating Multiple Tasks

Client would like the ability to Update Multiple Tasks at Once e.g. Change status of multiple tasks at once
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Task Due Date field - enhancements to calendar displayed

When clicking on the Due Date field, display 3 months instead of the current month On the displayed months, show the number of tasks already assigned to that user on the dates Block off or ‘gray out’ vacation dates
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

ClearSight and Enterprise - Ability to add PDF template to Forms & Letters Manager

Client has asked for the ability to add PDF templates to the Forms & Letters Manager. Sometimes they have documents that are only available in PDF and currently, they have two resources spending time retying them into a word document just to u...
Guest over 4 years ago in CS - ClearSight Platform - General 1 Will not implement

Option to Save and Create New Task

Client requested the ability to "Save and Create New Task" similar to how you can "Save and Create New" from notes.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement