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 Jul 12, 2021

RELATED IDEAS

Create Finance security permissions limiting how much reserves can be entered per Reserve Worksheet

Client wants reserves to go through approval process, if 10k and up reserves have been entered on 1 reserve worksheet in totality of ALL buckets. Currently the system does not have any security permissions based on reserves entered per reserve worksheet

For example...9k Med Reserves entered+1K Ind Reserves entered=10K reserves entered on 1 reserve wkst...need to go through approval process..

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  • Guest
    Reply
    |     Oct 26, 2021

    To add on to this.. Client also wants the option to not only limit, but to add a soft validation asking the user "Are you sure you want to enter 10K or plus change reserve" on the reserve worksheet

  • Guest
    Reply
    |     Oct 20, 2021

    Client is asking about this feature again Oct 2021.


    To clarify he wants security permissions that limit total incremental change. For example, if reserve changed over 10K plus a hard stop will preven users from being able to add this much reserves on 1 reserve worksheet or it has to go through approval process

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