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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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Showing 1177

Add Notes in User Details screen

When in the User Details screen in User Management, Client has asked for a note field to be added under the Authentication Phone Number field. This field should allow for free form text and hold up to 2,000 characters
Guest almost 4 years ago in ClearSight 0 Will not implement

Ability to dictate what email address should be on the From line

Use Case: when a Specialists/Logged in User triggers an Email Template or a new Email. The Specialist/Logged in User would like to change the From line to the Assigned Adjuster’s email or a Shared Mailbox email address so that the email does not g...
Elizabeth Her almost 2 years ago in  0 Roadmap Consideration

Character limitation enhancement request

Remove or increase the word limitation of 250 characters on scoring scheme impact descriptions. Character counts restrictions. Original Active Risk ID: ARM-I-187
Aysin Cihan almost 4 years ago in Active Risk 0 Future consideration

Remove the home button

Clients have many users with intake only access for submitting, they do not need the home button but there is no option to remove or hide it.
Guest almost 4 years ago in  1 Future consideration

Multiple Organizational Tags for Data

Some employees, applications, vendors, etc. are used by multiple organizations. A record is limited to one organizational tag which causes duplicated records for them each assigned to the different organization that uses it. Allowing multiple orga...
Lauryn almost 2 years ago in  0 Future consideration

Workflows for Assessments

Workflows can currently only be created for plans. Having the same ability to create triggered program workflows for assessments would be just as beneficial and help with productivity. Example - created a workflow to reset hundreds of plans back t...
Lauryn almost 2 years ago in  0 Future consideration

User Access to Multiple Organizational Tags

Currently uses only have access to plans or assessments and data for the single organizational tag their user account is set to. When users work or help with multiple organizations, an admin must go in and adjust their org tag access before they c...
Lauryn almost 2 years ago in  0 Future consideration

Within the BIA, it would be useful to have a notes field when it comes to the HR continuity requirements.

Within the BIA, it would be useful to have a notes field when it comes to the HR continuity requirements.
Guest almost 2 years ago in Resilience - BIAs / Resilience - Plans 0 Future consideration

Portal Scroll Bar

Portal View - would be handy to have the scroll bar at the top. With more columns, it is difficult for the user to view the right hand side and they have to scroll to the bottom of the risk register before accessing the scroll bar.
Guest almost 2 years ago in  0 Future consideration

On New Risk, Can't link Control/Action

On New Risk, Can't link Control/Action The link Control/Action section is disabled I understand that there needs to be a plan created when you have Actions/Controls, but if a plan gets created automatically when you add an Action/Control using the...
Guest almost 2 years ago in  1 Will not implement