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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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Showing 1177

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

Search Defaults - fields have to be removed in order to change order

We cannot remove one search default, there is not an X next to the search default to remove it. In order to change the search default list or change the order, we have to remove them all and re add them back in
Guest about 1 year ago in  0 Future consideration

Tasks - Close when voided

We have users that do not have the ability to void or unvoid claims / incidents / occurrences when a entity gets voided they are stuck with open tasks and need assistance to close the task. Requesting functionality either similar to Close Manually...
Crystal Wubbels about 1 year ago in  0 Future consideration

Email Template functionality Similar to Views - User Groups

Users have requested the ability to limit the view of email templates to specific user groups. Example sensitive information email is only able to be sent by supervisors. Additionally a company with a large number of email templates could limit th...
Crystal Wubbels about 1 year ago in  0 Planned

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

Reporting on comment added by supplier when rejecting a form

Ideally, we would want to create a possibility for our internal business teams to report on all rejections of a specific form and pull in the comment added by the trading partner or internal user. (As in the screenshot below, we would want to pull...
Guest over 2 years ago in  0 Future consideration

Easily associate risks with other ARM tree elements

PORTFOLIO VIEWS: Have ability to tag risks from projects to functions in the business. The concept and structure of the portfolio views is excellent for this so this should be a strength but it is felt that way that associations are made in the UI...
Kerry Crossland over 3 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 1 Planned

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 about 1 year ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 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