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

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, ...
Share feedback 1

All ideas

Showing 1177

Display an action ID for Action Items

When running an Incident and when you have over 50 action items open it is very dificult to know which action item soemone is talking about. Would it be possible to have a read only ID field shown for each Action Item so it can be referenced that ...
Guest about 2 years ago in Resilience - Actions 0 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 11 months ago in Resilience - Administration & Configuration 0 Future consideration

Bulk Close Claims button

Client is asking for an option to close claims in bulk from the view, currently they can close claim one by one from the claim record page. A close claim button to close all selected claim is the preferrable option Examples: Overall settlement agr...
Guest almost 3 years ago in CS - Claims Administration 0 Future consideration

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 11 months ago in Resilience - Plans 0 Future consideration

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

Add Option to Include Peaks and Deadlines from BIA in BCP

A client has requested the ability to include Peaks and Deadlines from their BIA in a BC Plan so it's easily accessible during recovery.
Kadambari Lanka almost 2 years ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Ability to directly associate an Application record with a Supplier record

With more companies using 3P and SaaS products, there is a need to be able to directly tie an Application to a Supplier (3P) to see the relationship. This can be done using custom fields but it is not reportable and we are not able to use any of t...
Guest about 2 years ago in Resilience - Data Management / Resilience - Reporting & Analytics 0 Future consideration

In the plan overview, the associated template should be visible

No description provided
Guest 9 months ago in Resilience - Plans 1 Planned

Add more Long Description fields for Claims

Add more Long Description fields for Claims - currently there are only 5 Long Description fields available for claims.
Guest about 1 year ago in CS - Administration & Configuration 2 Roadmap Consideration

Enable Notifications template access in mobile app

The Notifications templates set up in the web interface should be available to use in the mobile app. Setting up a new notification template in the mobile app may or may not be needed, but using existing templates is highly beneficial especially w...
Daniel Holmes 11 months ago in Resilience - Mobile 0 Roadmap Consideration