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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 Will not implement
Categories ClearSight
Created by Guest
Created on May 12, 2021

Ability to copy Actions as well when copying Events with a pop up box asking whether you want to copy actions or not associated with the event

Ability to copy Actions as well when copying Events with a pop up question asking "Do you want to copy the actions as well?" will help many clients when their workflow changes. I have seen new management come in, new high level mangers, who want to change the existing workflows and modify it. This also leads to many events/actions being created again for different event types but the same actions(auto-fix, task, email) to name a few. If the action isn't created in the actions manager, you are not able to pull it in any event, rather we have to basically create the whole action again copying the old action, which is redundant. A pop up option whenever an event is copied, to also copy the actions or not, will help SE's or Delivery leads be more efficient on the internal side of things because many times the client will have 15+ events which need to be copied with the same actions but different event type. I have seen this happen with Extra Space Storage and City of Portland so far this year.

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