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

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, ...
Share feedback 1

All ideas

Showing 1177 of 1177

Add the ability to filter by BowTie using the filters in ARM

Currently in ARM the only way you can find BowTies is by using the BowTie column and sorting. Not all clients have a different Record Type that they use to build BowTies. We need the ability to create a filter that allows us to select risks with a...
Lisa Segrave about 3 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Add "Internal Contact Exists" Selector for User Engagement Report in Insights

When maintaining a large user list for a BC&R instance, deactivating and removing users no longer with the company is a vital security precaution in addition to managing access via SSO/MFA. The internal contacts dashboard in Insights reporting...
Nathan Early about 2 years ago in Resilience - Reporting & Analytics 1 Future consideration

"Request Update" approval workflow

If anyone in the approval chain uses “Request Update,” it should cancel approval steps completed so they have to be re-done
Kevin Arnold about 1 year ago in Resilience - BIAs 0 Future consideration

Temporary Adjuster reassignment needs to immediately reflect temp adjuster

In Clearsight, when a user selects Temporary Claim Reassignment, they enter a date range (begin/end date) and the changes to the adjuster do not happen immediately. This process runs overnight and users will not see the new adjuster (or assignment...
Shannon Stout over 3 years ago in CS - Claims Administration 3 Future consideration

Need automated/simplified process to gather field usage metrics

Need automated/simplified automated method to gather field usage metrics. Or via a system report.
Guest about 4 years ago in ClearSight 1 Future consideration

Disable delete option for users who don't have edit

For users group profiles that do not have edit as part of the role profile can the delete functionality be hidden.
Gill Driscoll almost 2 years ago in Business Continuity & Resilience 1 Future consideration

Option to make Email Templates Major Coverage specific

Similar to how we can configure Custom Letters by major coverage, this would give clients more flexibility.
Shannon Stout about 3 years ago in CS - Claims Administration 3 Future consideration

Update Alert Parameters to Include all Risk Fields

All of the fields available for the Risk screen layout should also be available as alert parameters. The organisation may wish to highlight key information in the body or title of email alerts, in an effort to provide context to the person receivi...
Martin Durrant over 4 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration

Homepage - modify

Possibility to change/ modify the text. Current wording is strange, as well as a mixture between large and small font size.
Guest 7 months ago in Resilience - Administration & Configuration 2 Future consideration

WhatsApp Notification - Ability to remove or turn off

The ability to remove, turn off the WhatsApp option of delivery method when sending notifications. Having the option available in 'Update Riskonnect Business Continuity & Resilience Settings' section of the software would be helpful and manage...
Richard Duffy about 1 year ago in Resilience - Notifications 0 Future consideration