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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Ideas

Showing 797

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

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 5 months ago in Resilience - BIAs 1 Future consideration

Don't allow everyone to create Tags

Add the possibility to decide through Security Role if someone can create a Tag or not.
Michael Welander 11 months ago in Resilience - Administration & Configuration 1 Future consideration

Customization for PDFs

The capability to export plan to a file with the flexibility to choose which sections to be included including sections from other module such as BIA, Exercise and Risks, and ability to change the fonts, size, colors and cover page.
Guest 3 months ago in Resilience - Business Continuity - General 1 Future consideration

Assigned Action Items on User Home Page as "My Actions"

I have multiple plan contributors who are assigned action items as part of exercise summaries, after action reports, etc., but have difficulty navigating to the action items or see that they have any when they log in, so they get confused by their...
Kailey Peace almost 2 years ago in Resilience - Actions 0 Future consideration

Upcoming Due Dates Should Not Appear on Homescreen for Users

Original message: It came to my attention that the Upcoming Due Dates link on the home page of Resilience does not work for users who have the User role assigned to their account. When you click the link you get a message that says "You are not au...
Amanda Feest 6 months ago in Resilience - BIAs / Resilience - Plans 2 Future consideration

Ability to reorder custom Multi-Select field list items

In a custom Multi-Select field, whenever you add a new list item, its added as the last list item and appears at the end of list. This does not help if there is an incremental or hierarchical list as the client requires a particular list item to a...
Amir Abdul Rauf over 3 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 1 Future consideration

Unique Identifier (ID) for Exercises

We require a unique identifier field to be added for Exercise documents (same as in BIAs and BCPs) that would enable us to bulk change Exercise names via an import. We have regular changes across our business areas in terms of a large number of BI...
Guest 7 months ago in Resilience - Administration & Configuration 0 Future consideration

Actions linked to the source document they were created from

Actions currently require a unique name everywhere. It is not possible to have two actions named the same but from different documents. This requires users to have unique action names and complicates action list.
Edward Broadhurst 11 months ago in Resilience - Actions 0 Future consideration

Ability to tag or @ mention another user in a comment

RFP requirement: Ability to include audit notes/comments following each review/update to be recorded with each risk, including functionality to tag another user in a comment which generates a notification with a 'deep link' to the relevant data item.
Guest 11 months ago in ARM - Notifications and Alerts 0 Future consideration