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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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 about 1 year ago in  1 Will not implement

Ability to dictate the From Email Address in Email Templates and Events Email Actions

Having this ability will help remove the person who is performing the workload for the Adjuster or if the Email action is triggered by an Event, the From user is not the system default email address.
Elizabeth Her about 1 year ago in  0 Roadmap Consideration

Resilience Notifications integration with Signal

With the new WhatsApp functionality for Notifications (which is really cool, by the way), I would be interested to see future enhancements that allow for integration with similar services such as Signal, a similar service to WhatsApp renowned for ...
Nathan Early about 1 year ago in Resilience - Notifications 0 Future consideration

Add option for grid/list view in the Claim Timeline

For Managers and Auditors reviewing claims, it would be helpful if they could have the option to see the Claim Timeline in a grid or list.
Shannon Stout over 2 years ago in  1 Will not implement

Add "Expand All" option to Claim Timeline

Since the Claim Timeline is combining many different actions from the overall claim, it would be helpful for users to be able to Expand all the entries when reviewing the claim. It would save time and clicks that would otherwise be needed to view ...
Shannon Stout over 2 years ago in  0 Future consideration

Sort Occurrence Sync Fields Alphabetically

In ClearSight Admin - Claim/RMIS Settings - Occurrence Misc. Settings and the boxes showing OCI Comment Fields and Sync Fields, can these be sorted alphabetically? I assume the list is showing the default labels and that's fine, but can these plea...
Guest almost 4 years ago in ClearSight 0 Will not implement

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 over 2 years ago in  1 Will not implement

Incude Misc. Currency fields in the standard SOAP services of Clearsight

On the special analysis fields of standard Incident and Claim Webservices have included the fields type MiscDate, MiscDescription, MiscNumber, SpecialAnalysis, MiscUserID, and MultiValue are include, also we need include the Misc Currency fields, ...
Guest almost 4 years ago in ClearSight 1 Future consideration

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 over 2 years ago in  0 Future consideration

Increase number of Program manager fields

Client needs to add fields to the PROGRAM table, which has reached its limit (20). It is possible to expand this in the next release?The use of the PROGRAM table for the storage of reserves was proposed by Marsh ClearSight during the last upgrade,...
Guest almost 4 years ago in ClearSight 1 Future consideration