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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 Future consideration
Created by Guest
Created on Sep 3, 2021

Values Collection - Valuation Period available 2 years ahead

Customers are often in need to create values collection over 1 year ahead.

For example, one client often would like to create the collection in December 2021 for the valuation date in April 2023 but cannot do so until April 2022.


Their request is to look into enhancing the creation of a valuation period automatically with a new date of expiry date +2 years to allow them to accommodate our requirement to roll on April collections in December to the April 2 years ahead.

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

  • +1