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 of 1177

Customized Close Claim Options

Client has specific workflows that require users to complete claim fields prior to a claim being closed. As a result, we have built Claim Validations, but often times a user will go through the entire exercise of closing a claim (producing a final...
Guest over 2 years ago in CS - Claims Administration 2 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

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

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

Calculate RTO to max amount of time if threshold not met

When impact assessment is complete, if thresholds are not met, an RTO does no calculate. We would like to see in this scenario the highest RTO be calculated, instead of not calculating an RTO. For example, if RTO calculations range from 4 hours-40...
Scott Gardner about 1 year ago in Resilience - BIAs 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

Removal of version history from print preview

It would be helpful to have the option to quickly remove version history when printing a document. This would be especially useful during incident response as this information would not be required and can mean printing an extra 6 pages, dependent...
Guest 7 months ago in Resilience - Plans 1 Roadmap 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

Provide an Incident/Exercise Summary in Crisis Management module

For an Incident raised in the Crisis Management module, it would be a great option to have the system provide an Incident/Exercise summary section which could be extracted/printed/PDF'd, so that the Incident/BC team can see relevant fields in one ...
Steve Barnett 7 months ago in Resilience - Crisis Management 0 Future consideration