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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.

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.

Status Future consideration
Categories ClearSight
Created by Guest
Created on Feb 22, 2021

Automated Document/Record Management in CS

Ability to schedule deletion of records & attachments based on rules in CS. For example ability to create and schedule a job like "Delete all closed claims that were closed more than 2years ago"

Solution Platform ClearSight
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  • Admin
    Dianna Talmadge
    Reply
    |
    Jul 25, 2022

    Related Epic is tied to a parking lot release so leaving Idea as future consideration