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 797

Provide list of Internal Contacts that will not be included in Notification before sending.

When you perform a Notification, on the screen where you can Send or Schedule the Notification, you will see a list of Internal Contacts that will be included. What you do not see is a list of Internal Contacts who will not be contacted because th...
Rory Middleton 11 months ago in Resilience - Notifications 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 4 months ago in Resilience - BIAs 0 Future consideration

Filter Strategies To Select Only Certain Resources

When adding strategies to a plan section, it will display all resources using that strategy. As an example, I may use the strategy of "manual workarounds" for all my application dependencies in the BIA, but in the plan I would want to create a sep...
Guest 11 months ago in Resilience - Plans 0 Future consideration

Connect Plan Tasks / Strategies to Process

Currently, there is not a way to connect recovery steps in a plan to a specific process they are designed to support. Because of this, there is no way to link a strategy to a specific process. For example, a department may perform two processes wi...
Guest 11 months ago in Resilience - Plans 0 Future consideration

Archive Column for All Data Tables

All data tables that could be pulling information from an archived plan/BIA should include an archived column. The Plan Teams and Risks data currently don't have the capability to filter out archived items so we have to complete this task manually.
Christina Bredhold 4 months ago in Resilience - BIAs / Resilience - Data Management / Resilience - Plans 0 Future consideration

Ability to End Date Email Templates

Use Case: because we are unable to delete an Email Template since the Email Template is already in use. We would like to be able to End Date an Email Template for Users to not be able to use the Email Template anymore.
Elizabeth Her over 1 year ago in  0 Future consideration

Rich text editor for text fields

Provide support for rich text formatting in text fields, such as bold or coloured text, bullet points and different fonts. Original Active Risk ID: ARM-I-182
Ian Shaw almost 4 years ago in Active Risk 0 Future consideration

Be able to configure Duplicate Payment Warning Message

Allow the configuration of the Duplicate Payment Warning message to add data fields such as Med Bill ID, Invoice Number, check comments, etc.
Guest almost 3 years ago in ClearSight 0 Future consideration

Postal Code validation by state (first two digits of zip)

Client would like to have a Zip Code validation, based on the claim's state. They have this in their current system. They also mentioned it would be great if the user could enter the zip code and the City/State would auto-populate.
Shannon Stout almost 4 years ago in CS - Claims Administration 2 Future consideration

Need ability to "hide" SSN field - would require user action to display

Client does not want to display SSN data on the screen as a default. They would require the user to perform a specific action to display the full SSN. We should develop something similar to other systems, where in order to reveal any sensitive dat...
Guest almost 4 years ago in CS - Claims Administration 0 Future consideration