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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Status Future consideration
Categories CS - Allocations
Created by Guest
Created on Mar 30, 2021

RELATED IDEAS

Allocations mapping - ability to move policy search popup so it doesn't cover mapping fields

In Allocations/Premium Mapping/Policy Number field, when you open the search icon, the search pop-up covers the premium mapping detail so you aren't able to see what the previous policy was called. It isn't possible to move the popup to another part of the screen so you can see the mapping fields.


The new policy will have the same policy number, but with a different year reference. With the pop-up covering the existing policy number, it makes it very difficult to select the correct new policy number and increases the potential for error.



Is there a better way to display the search results, even if it's just the ability to move the pop up out the way?

Solution Platform ClearSight
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