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.

Add a new idea Subscribe
Status Will not implement
Categories ClearSight
Created by Guest
Created on Mar 21, 2023

RELATED IDEAS

ClearSight - Values Collection - Reassign Enhancements

Would like to enhance some of the Reassignment capabilities in Values Entry from the Contributor's standpoint. This Client requesting assigns out locations to the Regional Manager and the Regional Manager would then reassign accordingly. These enhancements would help make that process more efficient, and could see other Client's having a similar process.

  1. Would like to enhance the Reassign feature from the Contributor view in Values Entry so they can delegate more than 1 location at a time to the same user. For example if 5 of the locations need to be reassigned to the same contact should be able to do that all at once vs having to go through the process for each location individually.

  2. Upon reassigning to another User would like the initial instructions or welcome email go out to that new User. Today it is just a free text field for a message, but would make sense if the original welcome email was sent or the ability to add an attachment or instructions etc.


  • Attach files