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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.

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.

Status Included in Release
Categories ClearSight
Created by Guest
Created on Aug 18, 2021

Ability to customize Lien / Withholding Information screen (on Contacts)

Ability to customize Lien / Withholding Information screen (on Contacts) and add a couple additional fields to be used on this entity (SA, MiscDesc, MiscDate, MiscNum). Ability to add Codes and code dependencies to SpecialAnalysis fields

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