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 790

Create Core List for 'External Contacts'

Similar to Internal Contacts, we'd like to have a Core List for 'External Contacts'. What we have identified is that some of these External Contacts are duplicates... this would help eliminate duplicates and make things easier.
Jerry LaPole almost 2 years ago in Resilience - Business Continuity - General / Resilience - Data Management 1 Future consideration

Incorporate Users into Internal Contacts

Title: Combine Web and Mobile App Access Having User Accounts control web access and Internal Contacts control mobile app access is confusing to clients and introduces the possibility that name/email address changes could be made in 1 place but...
Kadambari Lanka over 1 year ago in Resilience - Administration & Configuration / Resilience - Mobile 1 Future consideration

Data Dictionary Report: Standard Report with fields by form and page

Standard report that has the fields on each form with both the backend field and the label. Ideally the report would be setup so it could be filtered based on field label. The attached query is a start.
Guest almost 4 years ago in CS - ClearSight Platform - General 2 Future consideration

Allow Customisation of the Incident Issues view

Under the Crisis Management module the user can view Incident Issues, however there is no option to customise the view the User sees, i.e. to view by priority or update date/time. It would be very useful to allow users to select the view they requ...
Steve Barnett 3 months ago in Resilience - Crisis Management 0 Future consideration

Allow attachments to be added for each IT DR plan recovery task

When using an IT DR plan on the Resilience platform, some clients require evidence from the plan owner that a specific task has been completed - typically in the form of a screen shot of data/changes applied when recovering an IT Application. As w...
Steve Barnett 3 months ago in Resilience - Plans 1 Future consideration

Ability to customize Dependency Plan Section to only show selected fields.

When you add a Dependency section from the BIA in as a Plan section, it will bring in all of the fields that are visible in the BIA. It would be nice if you could customize the section to only display the fields you want to display in the Plan ins...
Rory Middleton over 1 year ago in Resilience - Plans 0 Future consideration

Ability to restrict certain risk record types from users

All of our users are able to create different record types (eg. risk, opportunity, process risk, finance risk). We are not able to prohibit which record types the user can or can't create. It would be great if security could be applied to the reco...
Guest about 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 1 Future consideration

Riskonnect Platform Dashboard Auto Refresh

It's taking clicks and time for team to refresh their dashboards. Not remembering to refresh, so taking more time to realize they're not seeing their current data. This will add efficiency.
Kimberly Copenhaver over 2 years ago in  1 Future consideration

Insurance Policy Digital Experience (Community)

Insurance Policy Experience Sales build a demoable community to present Insurance Policy actions to a client's users. For consideration in future product. Link: https://myirmdemo20192.force.com/InsurancePolicyPOC User Stories: Policy Tab Label Use...
Ariel Norvell over 3 years ago in Riskonnect Insurable Risk 0 Future consideration

Folders to appear in alphabetical order rather than the order in which they are added

A folder structure that enabled the folders to appear in alphabetical order would look much tider.
Joanne Bridgewater over 1 year ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration