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 Will not implement
Categories ClearSight
Created by Guest
Created on Apr 7, 2021

RELATED IDEAS

Allow category to be defined for Signature in Intake

Currently, from Intake we do not add any Category for Signature attachment, we use same Attachment module business layer functions for adding attachment and Attachment module business layer automatically checks for global settings and category set or not and populate Category accordingly.


Client is looking to limit the Customer Portal Intake user to only one file category, but this category is different from the one defined in Global Settings. Therefore, the default category cannot be assigned to the signature attachment.

  • Attach files