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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 Future consideration
Categories ClearSight
Created by Guest
Created on Aug 11, 2021

ClearSight Ability to Mass Update Fields

Client has requested an easier way to do mass field updates. For example, if they want to update locations on claims or a coded field, they typically enter a service request for their SE to do the work instead of using the Claim Adhoc Import because it's "not easy" or "intuitive". The adhoc import has required fields and/or they run into errors and end up needing the service team's help. They have seen Origami's mass update capabilities as well as Riskonnects. They ultimately want to be able to export a view, update a field, and load the same sheet back into the system OR if ClearSight would allow you to show claims that you want to update in a view and choose to update data from the view that would work for them as well. Riskonnect has similar view/mass update functionality already.

Solution Platform ClearSight
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  • Admin
    Dianna Talmadge
    Reply
    |
    Jul 25, 2022

    Epic is tied to a backlog release so leaving Idea for future consideration for now

  • +6