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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.

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Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Future consideration
Created by Patrick Eslick
Created on Oct 28, 2020

Renewals - Ability to Export to Excel, Fill Out and Import In Assignments

Request for functionality that is similar to ClearSight. If end users can take what they have been assigned, export that to excel to populate there and then to reupload back on the same screen, this will save time and give another option for those companies who find it easier for end users to utilize excel for their data entry.

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    Jul 31, 2024

    Hello,

    Do we have any idea as to when this enhancement will be included on the roadmap or delivered?