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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Showing 1113 of 1113

Changing of the Save Confirmation

The client states that because of the wording when saving changes in the Schema ("Are you sure you want to close without saving your changes"). Users are getting confused and pressing yes closing out any changes they have made. The user suggested ...
Guest over 3 years ago in ClearSight 0 Will not implement

Allow Users to Export Data via DI into XLSX Format

Currently, there is a limitation with Data Integrator and how it works with SDIE that will not allow export of a file in XLSX. The current process is to export in CSV and ask the client to convert into the format that they need. We would like to r...
Guest over 3 years ago in ClearSight 1 Future consideration

Contact Hierarchy: Ability to control the level of child records to be attached to a Parent Contact

Contact Hierarchy: Ability to control the level of child records to be attached to a Parent Contact. Essentially looking to keep the setup to be a parent with 1 child. They do not want to go to level 2, 3, etc. of additional child records underneath.
Guest over 3 years ago in ClearSight 0 Will not implement

Allow export of Quick Search results

Inefficient if the results can't be shared
Guest about 1 year ago in  0 Future consideration

"Auto-claim close"

As an overall theme, clients are trying to “own the first hour” after a claim is reported – essentially trying to attempt to settle/close a claim before claimant has a chance to seek attorney representation. Potential future state of sending check...
Guest almost 5 years ago in RMIS - Claims Management & Administration 0 Future consideration

Allow user to move Pending/Unprocessed payments to a different Claim

Would allow users to move pending payments to the correct Claim before transactions are exported/processed
Guest over 3 years ago in CS - Claims Administration 0 Roadmap Consideration

Do not automatically select multiple items in the select columns picker in Views

On the Select Columns page of Views, it is nice that you can move multiple columns at once. It is a little confusing though because you have to unselect something if you select it once then go to select other fields and don’t need something select...
Guest over 3 years ago in CS - ClearSight Platform - General 0 Will not implement

Need ability to void SIM records

Only current option to remove SIM records is to delete them. For historical retention reasons, client needs an option like voiding so the record will still be attached on parent, but will not be visible in reporting
Guest about 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Customisable EMV calculations

Customer has a number of assessment categories, which are being used for the regular management reporting, including EBITDA and CF risk valuations in different planning periods (1 year, 18 months, 5/10 years). As it is designed, ARM can currently ...
Ian Shaw over 3 years ago in Active Risk 0 Will not implement

Increase functionality of Approval Manager

This is a request to increase the functionality of the Approval Manager to include views of Approved transactions and have views and filters to limit the results by the following: Approver Transaction Amount Create User Payee Name Claim/Occurrence...
Guest over 2 years ago in ClearSight 1 Will not implement