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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Showing 42

In the list of BIAs, users should be able to see only the BIAs that have them set as a specific roles inside the BIA (e.g. set as owner,contributor,viewer). The same should apply to other lists (Plans, Events, Actions, Exercise documents, Risks).

Currently when a user login to the platform and go to the BIA lists he can see all BIAs (but the ones that are not assigned to him are greyed out). The greyed out BIAs should not be visible at all. This can be applied to all other relevant modules...
Guest about 2 months ago in Business Continuity & Resilience 1 Planned

Section Update Automatically When Template Is Changed

Sections in a template should be mirrored in the child record.
Guest 4 months ago in Resilience - Business Continuity - General 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 4 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 10 months ago in  0 Planned

Plans - Add help text for the "Rich Text" sections outside the "Content" field.

The problem is that if we update the help text in the template, the changes will delete what the users have entered in these specific sections.
Guest 2 months ago in Resilience - Plans 1 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 over 1 year ago in Resilience - Plans 2 Planned

Transfer Activities from one Department to another

When dealing with org-reporting changes, there's often a need to move Activities from one BIA to another, or split BIAs in some way. Currently the only way I can see how to do this is by using the import/export functionality or by simply replicati...
Jason Hobson 5 months ago in Resilience - BIAs 1 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 11 months ago in Resilience - Administration & Configuration 1 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 almost 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 over 1 year ago in Resilience - BIAs / Resilience - Plans 0 Planned