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 Planned
Categories ClearSight
Created by Guest
Created on Feb 25, 2022

RELATED IDEAS

Add Claim Transaction Email Templates

Add ability to create transaction email template types. Currently we can't create transaction email templates. So then when we create email actions on transaction based events, the option to pull in an email template isn't available. If we need to send attachments from transactions, this currently isn't possible. If this were implemented I would expect the following:

  • In Email Templates being able to create a new email template that's transaction based.

  • In any transaction type event when creating an email, the option to use a transaction email template should be available.


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