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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Ideas

Showing 1125 of 1125

Need to capture Original Amount of transaction when a Lien is auto created

When you create a voucher and the selected contact has a lien, Clearsight automatically creates transactions for appropriate liens. At the transaction level, we need to capture the total transaction amount BEFORE the transaction is split into mult...
Shannon Stout over 3 years ago in CS - Claims Administration 2 Future consideration

Ability to export similar claims search results to Excel

Users have requested the ability to export similar claims search results (claims modules, similar claims page) to Excel for further grouping, sorting, and analysis. There does not currently appear to be an export feature, other than copying and pa...
James Erwin about 2 years ago in  1 Will not implement

Incident to claim conversion (data and files included)

When I convert my incidents to claims, none of my incident files are transferred to the claim. This requires me to download the photos and files from the incident and re-upload them to the claim. If these files are found in Riskonnect, can't the l...
Guest about 2 years ago in  0 Future consideration

Incidents Recently Viewed by Me

Users want the ability to see all incidents recently viewed by me ( similar to Claims Recently viewed by me view).
Guest over 3 years ago in ClearSight 0 Will not implement

Restrict user access per Risk Category

Currently you can only restrict users to certain activity folders and customers want the ability to restrict users access based on category. So for example users can only view risks linked to a specific category rather than all risks linked to an ...
Guest over 3 years ago in Active Risk 0 Will not implement

ARM Desktop folder tool tip

Currently when you hover over an Activity Tree folder on the ARM desktop you get a tool tip that shows the folder ID. This could be a lot more useful. Suggestion was to show Owner, number of sub folders, number of direct risks and number of child ...
Guest about 1 year ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

Be able to create alerts for any field changes

I want to be able to create an alert for changes to any field. Specifically, I have a baseline due date field that I want to be alerted if someone changes the date. This currently can not be done. Original Active Risk ID: ARM-I-358
Joe Ward over 2 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration

Need Time Based Events for SIM records

Client is heavily using our SIM records and need the option to have TBE on SIM. This is currently not an option.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Change the button for Resources to open a menu

The button to select a resource should open a menu, not the right-side "window". Like the calendar button, open a calendar to choose from.
Vincent Guerard about 1 year ago in  1 Will not implement

Numerator/Denominator Question Type for Audit/Rounding Templates

As a Risk Manager collecting data I would like to be able to capture numerator/denominator sample sizes at the question level and define the acceptable compliance rate
Guest over 2 years ago in Healthcare - Rounding 0 Future consideration