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

All ideas

Showing 53

Add task template and email template security permissions

It would be useful if we could have security permissions which restrict the email and task templates that users can see. The current problem is if you go to generate an email, you have a big list of email templates to choose from, most of which ma...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Planned

When a USER is marked on vacation, do not allow Tasks assigned to them

Similar to how we handle Claim assignments when a user record is flagged on vacation, we want this same functionality to work for Task assignments.
Shannon Stout almost 4 years ago in CS - Claims Administration 1 Planned

Plans - Add help text for the "Rich Text" sections outside the "Content" field.

The problem is that if we update the help text in the template, the changes will delete what the users have entered in these specific sections.
Guest 6 months ago in Resilience - Plans 1 Planned

Applications and IT Items having a "Secondary/DR Site" field by default

This would create an additional default location field for applications and IT items. This would be used to indicate DR or failover locations. Right now, we have a primary location field but a secondary DR site/location has to be a custom field, l...
Guest about 2 years ago in Resilience - Reporting & Analytics 0 Planned

EDIT multiple attachments at the same time

Tedious to do so one-by-one.
Guest over 1 year ago in CS - Claims Administration 0 Planned

Add Czech Republic to the list of countries

I have a couple of clients that have staff in the Czech Republic but currently this is not a option to select from the list of countries in the BC-R software.
Gill Driscoll about 2 years ago in Business Continuity & Resilience 1 Planned

Need customizable reporting feature

Reports not customizable. We need flexible and customizable report for linking different modules and fields
Guest 9 months ago in  1 Planned

Enhance 'On Vacation' user setting with Begin and End Date

Along with the ability for users to enter their own ‘On Vacation’ setting in Admin, it would be incredibly helpful if they could enter a Begin Date/Time and an End Date/Time, so that they would not have to remember to go back in an put themselves ...
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 1 Planned

Ability for Supervisors to manage their Sub-ordinates(Users) and through the Org Tree chain

Ability for Supervisors to manage their Sub-ordinates(Users) and following through the Org Tree chain(Sub, sub-ordinates).
Guest over 3 years ago in CS - ClearSight Platform - General 0 Planned

Additional PID color options

Some color/font combinations are difficult to read. It would be helpful to have darker background options available with white font. Example color 34 does not present well
Anna Tourville almost 2 years ago in ARM - Admin, Configuration, History and Audit trails / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 2 Planned