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 Future consideration
Created by Shannon Stout
Created on Aug 10, 2023

RELATED IDEAS

Update Case Manager Supervisor field when claim is reassigned. Sync process between user profile and claim.

Case Manager Supervisor field (Claim.MiscDescription#48) does not update on claim when the case manager is reassigned to another user. When the claim is reassigned, update the Case Manager Supervisor field to the newly assigned case manager’s supervisor that is listed on their profile.


I would like to have a sync process between user profile and the claim. Similar to the sync process between contact and claim. This way any user profile fields on the claim will be updated when changes are made. We have a few user fields on the claim, other than the case manager’s supervisor that needs to be updated (e.g. phone number, email address).

Solution Platform ClearSight
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  • Shannon Stout
    Reply
    |     May 21, 2024

    Medium Priority for WCS.