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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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Showing 832

Functionality to be allow a print or download of Dashboards

Functionality to be able to download Dashboards in PDF format / Functionality to be able to share send the live status of the Dashbord to linked emails accounts Original Active Risk ID: ARM-I-201
Richard WERESKI almost 4 years ago in Active Risk / ARM - Dashboards 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 about 3 years ago in ClearSight 0 Future consideration

Resilience - Graphics in Supporting Documents

When including graphics in a Resilience BIA or Plan, the PNG shows in the list of Supporting Documents. Is it possible to omit/hide these in that list? It adds confusion to finding relevant documents.
Courtney Ferguson 9 months ago in Resilience - Plans 1 Future consideration

Ventiv Risk (IRM) - Advance Query results in Dashboards (with graph) - Improve table view

Ventiv Risk (IRM) - Advance Query results in Dashboards (with graph) ... two ideas: 1) Scroll bar in table (results) could be moved to over the table instead of below as it is today. That way you can easily move horizontally, no matter how many r...
Guest 4 months ago in Ventiv - Ventiv Risk 1 Future consideration

add additional columns to Suppliers view

when viewing all suppliers on a screen, there is an option to add additional columns, however this appears to be restricted to a handful only. It would be of some benefit to be able to select any of the fields that are valid for the suppliers, to ...
Guest 4 months ago in Resilience - Data Management 1 Future consideration

Using the Risk data from BIA in the Plan

Would it be possible for the Risk section within the BIA to be able to be included within the BC Plan. As I understand it, this isn`t currently possible
Guest about 1 year ago in Resilience - BIAs 0 Future consideration

Add "Export" option to Claim Timeline

Add the same "Export" functionality to the Claim Timeline as available in the other screens.
Shannon Stout over 2 years ago in  3 Future consideration

Dashboard - extended filters within the displayed data on charts/widgets

Clients are asking for the ability to filter on different criteria within a specific widget in the dashboard. For example if there is a PID widget they would like to be able to filter by status and risk owner within that widget. Original Active Ri...
Lisa Segrave over 4 years ago in Active Risk / ARM - Dashboards 0 Future consideration

Ventiv Risk (IRM) - Add ability to restrict Lookups to only show exclusive objects in Quick Search & Adv. Query

On the claim module - client has 3 "Loss Type" lookup codes - which have exclusive objects set up so that only certain lookups are shown based on the claim type. In Quick Search and Advanced Query - this feature is not possible currently. Can we l...
Guest 9 months ago in Ventiv - Ventiv Risk 1 Future consideration

Add ;'Group Role Contact' column not included in the export of Internal Contacts - please add

It would be helpful to have this as what is the point of setting a person in a group as primary or alternate if you can't see that in the export.
Tracey Agnew about 1 year ago in Resilience - Administration & Configuration 0 Future consideration