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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All ideas

Showing 53

Reporting Ability to Link

Reports (custom) - more capability especially linking e.g. BIA to IT Plans
Guest 8 months ago in Resilience - Reporting & Analytics 1 Planned

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 8 months ago in Resilience - BIAs / Resilience - Plans 1 Planned

Bounce back e-mail notifications

We would like to receive a notification if an e-mail that has been sent out of the system/claim was not delivered successfully due to a wrong e-mail address
Guest about 1 year ago in  0 Planned

Improving the look and feel of contact lists in printed plans

Currently the contact list in printed plans looks quite “messy” and could have benefited from an upgrade through for example having the first and last name in the same row and in bold to distinguish it from the other contact details.
Guest about 2 years ago in Resilience - Plans 2 Planned

Change Approvals Process

Allow to a configurable approvals processes whereby changes to risks need to transition between before/after state via a formal approval by a designated person or group of people. This would be triggered for any changes or status but also potentia...
Ian Shaw about 2 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 1 Planned

Request to add status for Pending Approval/Waiting on Approver for BIA/Plans

Currently there is not a report/export that gives information if a BIA/Plan has used the "Request Approval" option, and are waiting on action from an Approver. It does not currently change the Status to anything such as Pending. Currently BIA/Plan...
Nick Adams almost 2 years ago in Resilience - BIAs / Resilience - Plans 0 Planned

Wild card and drop down list

In some areas example "Processes" the ability to see a predefined imported list such as "products & services" is unavailable to users unless they remember to use the wildcard % or know the name of item they are looking for, which may not be re...
Guest about 1 year ago in Resilience - Administration & Configuration 1 Planned

Integrate SDS Library access with safety app

A SDS database must be accessible by all employees during their working shift SDS are safety documents required by OSHA that communicate detailed information such as risk and hazards associated with the specific chemical unique to each manufacturer.
Guest almost 3 years ago in EHS - Health & Safety 0 Planned

Values Entry - Ability to produce export with both current year and prior year values

it would be useful for values collectors to export both Current Year and Prior Year values from Values Entry. This would allow them to use prior year values to help populate the current year fields, and then import the current year values back int...
Guest almost 4 years ago in CS - Location & Property Management 0 Planned

Add Claim Transaction Email Templates

Add ability to create transaction email template types. Currently we can't create transaction email templates. So then when we create email actions on transaction based events, the option to pull in an email template isn't available. If we need to...
Guest about 3 years ago in ClearSight 0 Planned