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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
Created by Guest
Created on May 13, 2021

Add "Contacts" page to SIM record

Client needs to link Contacts to SIM records. We are using SIM to track their Subro records (they have many to one). We are currently using contact lookups to pull in contact data to the SIM record. We are also working on a trigger that will automatically attach the Contact to the associated CLAIM record when a lookup is used on SIM record.

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