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

ClearSight

Showing 285 of 1113
166 VOTE

Ability to Add ClearSight Small Login Option (Email/PW) to the Core Login Page

Would like the ability to sign into ClearSight with just a email and password. (no schema or userid needed)
Guest over 2 years ago in ClearSight 7 Future consideration

Create ability to copy users and their related permissions

Setting up user security and related permissions can be a very complex. Typically organizations have users that fall under similar categories. A productivity enhancement we could provide to our clients is when they need to create new users, they c...
Patrick Eslick over 3 years ago in CS - ClearSight Platform - General 4 Will not implement

In Clearsight - Ability to bulk download emails and email attachments

I now have two clients ask for the ability to be able to bulk download emails and attachments in Clearsight. Client A needs it so they can instruct a solicitor/lawyer at some stage of the claim and provide them with all the correspondence includin...
Guest over 3 years ago in CS - Claims Administration 2 Roadmap Consideration

Help ToolTips in ClearSight

It would be helpful to build thorough documentation for clients to give them specific guidance when working on claims. This functionality exists in Salesforce in the form of Help Bubbles and I believe also exists in Intake. We would like to see si...
Guest almost 4 years ago in ClearSight 2 Future consideration

Allow Ability to Reformat/Reorganize Icons on Claims

A client utilizes Custom Letter frequently and often edits those custom letters before attaching. In order to find the upload button, they have to know to look behind the drop down of available icons at the top of the claim. They would like to be ...
Guest over 3 years ago in CS - Claims Administration 2 Roadmap Consideration

Remove 5000 row limit when exporting from views

When exporting from a view, the resulting export file is limited to 5000 rows. This request is to remove the 5000 row limit and allow all data to be exported from the view.
Guest almost 3 years ago in ClearSight 4 Future consideration

ClearSight Ability to Mass Update Fields

Client has requested an easier way to do mass field updates. For example, if they want to update locations on claims or a coded field, they typically enter a service request for their SE to do the work instead of using the Claim Adhoc Import becau...
Guest over 3 years ago in ClearSight 1 Future consideration

Values Review Chart Interactive

In the review state there is a pie chart. It would be useful if this chart could be interactive so that locations can be viewed when selecting through the chart.
Guest about 1 month ago in CS - Location & Property Management 1 Will not implement

Create the Ability to Select Which Users Receive Delayed Login Notification

Currently, when you set up a user, you have the option to select "Delay User Login Notification". To activate this, you must select the "Send All Delayed Login Notifications" button. But if you have set up several users at once, and they are ready...
Guest over 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Ability to export screen labels

Can the ability to Export be added to Screen Labels in ClearSight Admin?
Guest over 2 years ago in ClearSight 2 Future consideration