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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

Ideas

Showing 1125 of 1125

Provide insights of Report in AR Desktop Reports Tab

With the number of reports available for users, it is difficult for the user to find the exact report with just report name resulting in running 4-5 reports before finding the correct one. To solve this, can we have the information button added at...

1 e-mail for action items' notifications

If there are more action items for 1 BCP, instead of sending separate e-mails for each action item - send 1 e-mail with all action items included that are not yet completed.
Guest 6 months ago in Resilience - Actions / Resilience - Plans 0 Future consideration

BIA & Plan Final Approver Cancel Notification

If Owner or Final Approver cancels approval workflow, workflow below them should be notified (e.g., if Owner cancels, Contributor notified; if Final Approver cancels, Owner and Contributor notified)
Kevin Arnold 11 months ago in Resilience - BIAs 0 Future consideration

Section Update Automatically When Template Is Changed

Sections in a template should be mirrored in the child record.
Guest 5 months ago in Resilience - Business Continuity - General 1 Planned

Reporting Ability to Link

Reports (custom) - more capability especially linking e.g. BIA to IT Plans
Guest 5 months ago in Resilience - Reporting & Analytics 1 Planned

Plan to Auto-pull BIA information

Plans should allow you to pull in smaller portions of a BIA - for example, pull in just application names and requested RTO/RPO instead of every data field.
Guest 5 months ago in Resilience - Plans 0 Future consideration

Auto Reminders - reminder email template

I should be able to control the frequency of the reminder emails that go out.
Guest 5 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Approval Status Reverting If Renewal is Overdue

Approval - status of document auto-reverts to "Un-approved or Re-review" status if the renewal date +30 calendar days occurs
Guest 5 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Approval Workflow - Route to Account Owner

Approval Workflow - allow levels of approvers e.g. when approval is initiated by a contributor, auto route it to designated Account Owners before it goes to Owner/Approval so preview is checked for.
Guest 5 months ago in Resilience - BIAs / Resilience - Plans 1 Planned

Approval Workflow- Approved Status

Approval Workflow - Approved status should indicate the last approved date instead of just "Approved!"
Guest 5 months ago in Resilience - BIAs / Resilience - Plans 0 Future consideration