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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Allow Users the Ability to Manage Temporary Claim Assignments

Currently, users can assign claims to a temporary Adjuster. They can set start and end dates and there are jobs that will assign or reassign when those dates start and expire. There is not a current capability to manage these in any way. Client do...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

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 almost 4 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 almost 4 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 almost 4 years ago in ClearSight 0 Will not implement

Add a SUMIF function to ViewPoint

A SUMIF function will allow users to sum together values that meet a specific criterion. Currently, you need to do an AggSum with an IF statement in it, which isn't as intuitive as just having a single function that handles this. This will be a mo...
Martin Durrant over 1 year ago in ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 1 Will not implement

Add a COUNTIF function to ViewPoint

Currently, if you want to count the rows that meet a certain criterion, you need to do an if statement that returns a 1 for true and a 0 for false. You then need to do an AggSum of these to see how many rows meet your criteria. Doing this through ...
Martin Durrant over 1 year ago in ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 1 Will not implement

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 about 4 years ago in CS - Claims Administration 0 Roadmap Consideration

Ability to assign a Rounding form when launching from an event record

Users need the ability to assign a form to another user when creating a Rounding form from an event record.
Guest over 2 years ago in Riskonnect Healthcare 0 Future 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 about 4 years ago in CS - ClearSight Platform - General 0 Will not implement

Add option to require a Void Reason when voiding a transaction

No description provided
Guest over 5 years ago in RMIS - Claims Management & Administration 0 Future consideration