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

Business Continuity & Resilience

Showing 471

Dashboard Widget to Track Activities

Dashboard - widgets selection so that we can track various activities e.g. BIA Strategic Projects, percent complete, number of BIAs, number of IT Plans, etc.
Guest 8 months ago in Resilience - Reporting & Analytics 1 Planned

Add control on what sections to show when exporting PDF of Plan

For every plan created, there are different audiences and some sections are not always appropiate. ie.: History Log for External Customer.
Guest almost 2 years ago in Resilience - Plans 0 Future consideration

Enable Op Res to be viewed on the Mobile app

Enhance the mobile app to show the Op Res module details, especially the Products & Services with their linkages to the supporting processes. This would be especially useful during a crisis event which was impacting a Product/Important Busines...
Steve Barnett 7 months ago in Resilience - Mobile / Resilience - Operational Resilience 0 Future consideration

Email Owners/contributors/Final Approvers when BIA/Plan is fully approved.

After a Plan or BIA has gone through an approval process, all owners, contributors and final approvers should receive an email indicating that the document in question is now fully approved.
Michael Kiss over 1 year ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Account Owners should see everything in the Mobile App

Currently you will only see the Plans that you are assigned to as an Internal Contact to a Team record. Account Owners should see everything in the Mobile App.
Rory Middleton almost 2 years ago in Resilience - Mobile 0 Future consideration

Task Sections Should Default Back to Current View (Expanded vs Collapsed) After Editing

We have our emergency action plans collapsed and in the checklist view. If you click "Expand All Tasks" to see the details, and then edit and save a task, that section collapses back to the collapsed view, and you lose your spot in the plan (the o...
Ashley Helmick 5 months ago in Resilience - Plans 1 Roadmap Consideration

Ability to assign work within a BIA or Plan to specific users

Give users the ability to assign sections of the plans and BIAs to themselves or others within their departments so when there are multiple people working on a document, it is clear who is completing each section.
Guest about 1 year ago in Resilience - BIAs / Resilience - Plans 0 Future consideration

Allow all 'From' mails to be customised to a clients known email

Some aspects of the system allow the 'From' email to be changed from the default 'noreply@castellanbc.com' to an email of the clients preference/choosing. Doing this allows the client to utilise a known/accepted email within their organisation and...
Steve Barnett 5 months ago in Resilience - Administration & Configuration 1 Future consideration

Multiple BU's assigned to a BIA or Plan (Business Continuity)

Many teams have an alignment to multiple BU's so it would be beneficial to be able to select more than one
Michael Allman about 2 years ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Exercise documents to show up in the My Plans and Documents

It would be beneficial for all users to be able to see Exercise documents in My Plans and Documents, so they could reach it quicker.
Guest 7 months ago in Resilience - Plans 2 Future consideration