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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Ideas

Showing 1125 of 1125

Ability to directly associate an Application record with a Supplier record

With more companies using 3P and SaaS products, there is a need to be able to directly tie an Application to a Supplier (3P) to see the relationship. This can be done using custom fields but it is not reportable and we are not able to use any of t...
Guest almost 2 years ago in Resilience - Data Management / Resilience - Reporting & Analytics 0 Future consideration

Create Configurable Views for Attachments

Clients would like the ability to quickly filter or change the view of the visible attachments. This would allow them to hide columns that are not necessary and create configurable views by Categories or Attachment types.
Guest 10 months ago in CS - ClearSight Platform - General 0 Future consideration

Scoring Schemes: allow cost impacts based off a percentage of contract value as opposed to strict dollar value

Scoring Schemes to have a way to have cost impacts based off a percentage of contract value as opposed to a strict dollar value Allow scoring schemes and qualitative / qualitative bands to be defined as % of a budget. Budget defined down that the ...
Ian Shaw almost 2 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

All data returns when % is entered or the amount of data that returns is customizable and can be increased.

We want our users to use an already existing option for a field instead of creating new values however the user is unable to see the full list of options because when entering "%" only the first 20 entries are returned. A users should be able to s...
Heather Myers 9 months ago in Resilience - Business Continuity - General 0 Roadmap Consideration

Action Item Sort Order By Target Completion Date

When viewing Actions in the Resilience tool, there is no Sort Order option for Target Completion Date. It would be great to have an option to Sort by the completion date or for the default to be sorted by oldest due date to the newest.
Courtney Ferguson 5 months ago in Resilience - Actions 0 Future consideration

Make all workflow email templates configurable

Within a BIA or Plan for example, in the Approval process you can press 'request update' or 'request approval' - this produces a pop up box where an email can be sent - The content that is populated as standard in this pop up is not configurable i...
Bradley Cornwell 9 months ago in Resilience - BIAs 0 Future consideration

Add an OData API to the ARM Data Mart to provide an endpoint for historical Risk and Scoring Data

Request for an OData API to be added to the ARM Data Mart to allow us to access historical Risk and Scoring Data via an endpoint.
Toby Millward 4 months ago in ARM - Integration (API, Import/Exports, External Applications, Bulk Updates, ARM to ARM) 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

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 over 3 years ago in ClearSight 2 Future consideration

Ability to link staff to specific processes to indicate critical staff in BIA

In the BIA the ability to add a 'people dependencies' which would allow for the selection of specific staff from the employee library and selecting specific processes linked to them, which would enable a view of key critical staff as linked to cri...
Guest 7 months ago in Resilience - BIAs 0 Future consideration