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

All ideas

Showing 1113 of 1113

Import impact profiles

Add ability to import impact profiles into a BIA.
Guest 5 months ago in Resilience - BIAs 1 Future consideration

Consider an option to bring BIA overview information into BC Plan to avoid entering data

There should be an option to import BIA overview fields into the BC Plan.
Guest 5 months ago in Resilience - BIAs / Resilience - Plans 0 Future consideration

Multiple BU's assigned to a BIA or Plan (Business Continuity)

Many teams have an alignment to multiple BU's so it would be beneficial to be able to select more than one
Michael Allman almost 2 years ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Adding the Risk section from the BIA to an IT Plan document

I am writing to propose an enhancement to our IT Disaster Recovery (ITDR) planning process. Specifically, I suggest that we take the risk section from the Business Impact Analysis (BIA) and make it available as a template in the plan section. This...
Michael Morris about 2 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

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 10 months ago in CS - Administration & Configuration 1 Future consideration

Use only the approved Disaster Recovery Plans during an exercise

When starting a new incident, include only the "Approved" versions of all plans to be used inside the exercise and not allow changes to said plans in the middle of the exercise. Currently plans are pulled in in whatever state they are, approved, n...
Guest over 1 year ago in Resilience - Crisis Management 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 over 1 year ago in Resilience - Plans 0 Future consideration

OCR For COIs

It looks like the Einstein API can help with this (example here) . We would need to plot out the x,y coordinates for an accord cert form and modify the apex classes to point the API to the right fields on the doc.
Guest about 3 years ago in RMIS - Certificates of Insurance 0 Roadmap Consideration

Ability to send notifications to external stakeholders

We work closely with external agencies, they are not in our "internal contacts" library, but they have a role in our plan and need to be informed immediately if we have a major incident. Would it be possible for notifications to utilise the suppli...
Claire Green 7 months ago in Resilience - Notifications 0 Future consideration

Create a left-hand navigation selector for "History and Approvals" in plans/documents/exercises similar to BIAs

Please create a quick nav button on the left-hand section selector for history and approvals similar to what exists in BIAs. This would allow quicker navigation to that section, saving the amount of time required to select the last true section ty...
Nathan Early over 1 year ago in Resilience - BIAs 4 Roadmap Consideration