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 Jan 19, 2022

RELATED IDEAS

CS - Ability to copy email templates

Ability to copy email template and assign new doc type(if applicable) and mappings.

Copy template workflow:

  1. Copy existing template from any document type email template

  2. Ability to change document type

  3. Ability to map new doc type fields

  • Attach files
  • Guest
    Reply
    |     Jan 20, 2022

    This will be a biggie for trucking clients as well as they are always asking to copy across incidents, claims, occurrences, and parent occurrences.