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 102

Have report showing status of 3 stage approvals

Where a client has a number of BIA's (in some cases this could be in the 100's) and they're using 3 stage approval, there is currently no obvious way of seeing which approval stage each BIA is at (i.e. which levels have approvals outstanding) give...
Steve Barnett about 1 month ago in Resilience - BIAs 1 Roadmap Consideration

Enable Pop-up Notification on Mobile App for Chat feature in Crisis Management Module

When internal contact is addressed in chat during an incident, they should receive a notification on the mobile that they are mentioned in the chat channel, similar to other messaging apps like Facebook or Instgram. Right now the contact only rece...
Kadambari Lanka 9 months ago in Resilience - Crisis Management / Resilience - Mobile 0 Roadmap Consideration

Enable Notifications template access in mobile app

The Notifications templates set up in the web interface should be available to use in the mobile app. Setting up a new notification template in the mobile app may or may not be needed, but using existing templates is highly beneficial especially w...
Daniel Holmes 7 months ago in Resilience - Mobile 0 Roadmap Consideration

Plan Approval History export and/or dataset to use with Insights reporting.

At the moment, there is no way to check if the BIA/BCP was approved by all level of approvals. It would be great to have Approval history report in Insights reporting or have this information via export. (No approval -> Contributor's approval -...
Guest 6 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Consider adding an email notice when a plan is changed or approved

It would be ideal to be notified when one of my BIA or BC plans is approved or updated - would save me monitoring time.
Guest 5 months ago in Resilience - Notifications 1 Roadmap Consideration

Auto Reminders - reminder email template

I should be able to control the frequency of the reminder emails that go out.
Guest 5 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Approval Status Reverting If Renewal is Overdue

Approval - status of document auto-reverts to "Un-approved or Re-review" status if the renewal date +30 calendar days occurs
Guest 5 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Limit Approval Authority to Named Approvers for Actions

A client has suggested that we should limit the ability to approve an Action to the User(s) listed as Approver(s) on the Action. Currently Owners can also mark an action as Approved, but they feel that only Approvers should be able to do this.
Amanda Feest about 2 months ago in Resilience - Actions 1 Roadmap Consideration

All data returns when % is entered or the amount of data that returns is customizable and can be increased.

We want our users to use an already existing option for a field instead of creating new values however the user is unable to see the full list of options because when entering "%" only the first 20 entries are returned. A users should be able to s...
Heather Myers 8 months ago in Resilience - Business Continuity - General 0 Roadmap Consideration

OCR For COIs

It looks like the Einstein API can help with this (example here) . We would need to plot out the x,y coordinates for an accord cert form and modify the apex classes to point the API to the right fields on the doc.
Guest about 3 years ago in RMIS - Certificates of Insurance 0 Roadmap Consideration