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 1113 of 1113

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

In Views (CS Admin), on the Select Columns page, be able to search fields in the Available Fields column.

In Views (CS Admin), on the Select Columns page, be able to search fields in the Available Fields column, instead of having to scroll through the whole list of fields to find the one you want to add to the Selected Fields column.
Guest over 2 years ago in CS - ClearSight Platform - General 2 Will not implement

Ability to edit the defaulted data in the Allowed Amount and Payment Interval fields.

Walmart would like the ability to edit a the Allowed Amount and Payment Interval fields in a schedule check. Request to make schedule check/schedule voucher form editable or make the Amount field available for the pay schedule entity.
Guest 5 months ago in ClearSight 1 Will not implement

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

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

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

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 about 2 years ago in  1 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

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

Impacting Rating field to be restricted

Currently functionality allows an unlimited range to be entered Request is for both the Impact and Likelihood ratings to be restricted based on the scale being used.
Gill Driscoll 3 months ago in Resilience - BIAs 0 Future consideration