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.

Add a new idea Subscribe
Status Will not implement
Categories ClearSight
Created by Guest
Created on Mar 19, 2021

RELATED IDEAS

Allow Users To Select All From a View

Allow users to select all on a view throughout the application. This functionality exists for flagging payments or approvals, but would be helpful when attaching locations to policies for example.


Key Requirement is that currently it looks at only selecting the options on the page you are on for the "select all", but there is no ability to pull in all records from the view across all the pages which is this request.

  • Attach files
  • Guest
    Reply
    |     Sep 1, 2021

    I think the only time I have run into it is when selecting locations to attach to a policy. The other areas of the application where you can attach multiple records at a time might be Contacts? But I am not sure how frequent, if ever, someone is attaching more than 100 contacts at once. Unless you are potentially attaching all physicians from a hospital group or something like that? Or all attorneys from a law firm.




  • Admin
    Patrick Eslick
    Reply
    |     Sep 1, 2021

    Thanks everyone so far who has voted for this issue. There are performance concerns allowing this blankly across the platform. Ideally we would want to focus this on use cases where it would be beneficial. Scott added a use case already above. Is there any other use cases where this would be useful?

  • Guest
    Reply
    |     Mar 19, 2021

    This would be a gigantic QOL upgrade for clients like Hudson who regularly adds thousands of locations to both policies and allocations.