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 116

Need events related to LIENS on Contacts

Need to create an event to populate on contact when a Lien record is added to a contact.
Guest over 3 years ago in CS - Claims Administration 0 Included in Release

Ability to size widgets on dashboard

It would be helpful to be able to set the size of a widget box to create clean rows across the dashboard. It would be beneficial for presentations to management to present a crisp dashboard layout they are accustomed to seeing from other programs....
Anna Tourville over 1 year ago in Active Risk / ARM - Dashboards 2 Included in Release

Allow the Claimant Portal Intake to enter in more than one piece of identity when logging in.

Show two pieces of information to facilitate login.
Guest over 3 years ago in ClearSight 0 Included in Release

Risk score positive/negative changes in the ViewPoint categories

The Risk Tracker is great for what it can do, but in reports like the Risk Register, people want to see if their risk is going up or down. To accommodate this, Trending reports should be able to incorporate category data from the non-Trending data...
Guest over 1 year ago in ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 1 Included in Release

Expose all Reporter Fields within HC Portal by default

Anonymous Reporter Field - Change the behavior so the field is defaulted to "No" and the reporter fields are exposed.
Guest over 3 years ago in  0 Included in Release

Customizable Logo to fit customers preference

We would like to add our Company logo to the existing application, so that it helps our users relate and seamlessly continue to work on the application. This seems impossible at the moment and would be highly appreciated by our users.
Guest over 1 year ago in  2 Included in Release

Include Incidents for Claimant Portal

Currently in the claimant portal, a contact can SEE any incident that they are attached to, but there is not an event type to send the email to a contact for access on incident. The email event is only available for claim entity.
Guest over 3 years ago in CS - ClearSight Platform - General 0 Included in Release

Put Copy risk on the same level like New Risk

Earlier i ask for notification, which will be triggered by copy risk (because new risk will not be triggered right now). Now i will be happy, if there will be another similar possibility for this - automatically add of owner of risk while copying....
Filip Cernicky over 1 year ago in Active Risk 1 Included in Release

Ability to separate out access to create Process Voucher/Process Checks/Log Payments/ Reserves based on Coverages and Security Groups

Ability to separate out access the options for creating Process Voucher/Process Checks/Log Payments/ Reserves based on Coverages and Security Groups. Currently this is system default and either it's all or None for All users based on Bank Account....
Guest over 3 years ago in ClearSight 0 Included in Release

Hyperlink field: a direct link field of ParentOccurrence to be available at the Claims and Incident level

This direct link will help eliminate the process of navigating back to the Occurrence level to get to the Parent Occurrence to see what other Coverages is under the Parent Occurrence.
Elizabeth Her almost 2 years ago in  1 Included in Release