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

Ability to group/sort/order employee contact information in the BCP by Branch Name or alternatively Tags

Currently the information displayed in the employee contact information in the BCP are ordered alphabetically based on surname. We require the ability to group/order/sort contacts in other ways depending on the BCP in question. It would be very he...
Guest 9 months ago in Resilience - Plans 1 Roadmap Consideration

Scenario Simulations Using AI

A beneficial use of AI in the platform for us would be for scenario development and testing. Being able to provide more sophisticated scenarios without so much effort would be a valuable addition for us. While we do not use the existing AI feature...
Christina Bredhold 4 months ago in Resilience - Resilience AI 0 Future consideration

Search internals contacts using Employee ID or Email ID

User should be able to search the internal contact by their: - First Name, or - Last Name, or - Employee ID, or - Email
Guest 9 months ago in  1 Roadmap Consideration

Ability to add or delete a user in multiple BIAs/BCPs as an account owner

It would be useful for Account Owners to have the ability to add a user to multiple BIAs/BCPs or delete a user from multiple BIAs/BCPs in one go e.g. through tick boxes. This would make the process much more efficient as it takes a significant amo...
Guest 7 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

The ability to identify all employees added to a Plan

Some teams have more than 200 employees and right now there is no possibility to check if all employees are selected in a plan.
Guest 7 months ago in Business Continuity & Resilience 1 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 about 1 year 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 about 1 year ago in ARM - Notifications and Alerts 0 Future consideration

Create new event type of - On Copy Claim (but should apply to other entities)

Multiple clients have some actions that want to only happen during the 'On Copy' event type within the system. For example a client wants a new note action to be firing during the process of 'On Copy Claim'. But the current logic they would have t...
Guest almost 4 years ago in ClearSight 2 Future consideration

Scheduled Reports

Ability to run a report and send it to a specific location at a scheduled time Original Active Risk ID: ARM-I-212
Lisa Segrave over 3 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Attachments Viewable in the PDF of a BCP; Not just a link

In Resilience, the attachments need to be viable in the PDF of a BCP and not just a link.
Wayne Bernier 9 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration