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 - ClearSight Platform - General
Created by Guest
Created on Jun 28, 2021

RELATED IDEAS

Add task template and email template security permissions

It would be useful if we could have security permissions which restrict the email and task templates that users can see. The current problem is if you go to generate an email, you have a big list of email templates to choose from, most of which may not be relevant to you as a user. We could not see any facility for this in Admin / security permissions.

Solution Platform ClearSight
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