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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Showing 1113 of 1113

Some Plan/Document Overview Fields Don't Appear on Screen

A client noticed that not all fields in the Plan/Document Overview section show up if you are looking at the Plan/Document (screenshot attached) - you have to access the Overview as if you want to edit the fields in order to see some fields. They ...
Amanda Feest 6 months ago in Resilience - Plans 0 Future consideration

More custom fields

This enhancement would be to make more custom fields available for records, including field types such as multi-select trees for record types that do not already have these available 1. resource lists2. single select lists3. multi select lists4. h...
Nick Ridout almost 4 years ago in Active Risk 2 Future consideration

Impact rating table name

There is a need to have a title for impact rating table as it doesn't show up when BCP is printed to PDF file.
Guest 5 months ago in Resilience - BIAs 0 Future consideration

Add page breaks option to PDF exports

Add the option to insert page breaks for new sections when exporting a Plan (or other document) to PDF, which will create a cleaner look and a better-organized document.
Guest over 1 year ago in Resilience - Business Continuity - General / Resilience - Plans 0 Future consideration

Create a Supplier/External Contact Core List

Large enterprises partner with enterprise service providers like Workday or facilities management firms, and various departments and divisions may work with dozens of contacts from a single vendor (e.g., regional reps, customer success, customer s...
Nathan Early over 1 year ago in Resilience - Business Continuity - General / Resilience - Data Management 0 Future consideration

Enable alerts for exercise requirements expiring soon

Currently, in Business Continuity and Resilience, Exercise Requirements and statuses for associated plans and linked departments do not allow for proactive alerting to inform program managers when a plan is going to be due for an exercise. Rather,...
Nathan Early 9 months ago in Resilience - Administration & Configuration 0 Future 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

BIA - Add a 'Select All' option to dependencies

Add a 'Select All' option for users when completing the BIA, specifically for when selecting 'Activities using this application / facility / supplier etc'
Guest 4 months ago in Resilience - BIAs 1 Future consideration

Customize List View - Actions Module

It would be helpful to have the same "Customize List View" option on the Actions homepage that's currently available in other modules.
Tara Cheney 8 months ago in Resilience - Actions 1 Future consideration

List BIAs and Plans on the Home Page for users that are Viewers in the same way as for Owners.

To include BIAs, Plans, Documents etc on the Home Page for users that are Viewers in the same way as for Owners. Alternatively, if this enhancement is not possible, to provide Viewers and Contributors with the ability to filter on the My Plan and ...
Ann Healey 7 months ago in Resilience - BIAs / Resilience - Plans 0 Planned