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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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 4 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Prevent approval emails if required sections left blank

Approval - cannot initiate a approval email by any contributor if all the required sections are not completed (if required sections were implemented)
Guest 4 months ago in Resilience - BIAs / Resilience - Plans 1 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 5 months ago in Resilience - BIAs / Resilience - Plans 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 8 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 6 months ago in Resilience - Mobile 0 Roadmap Consideration

BIA: When connecting the activities to dependency categories (such as in Internal/Supplier Dependencies, Applications, etc.), there should be a checkbox option to select/deselect "All" activities.

This would allow users to quickly select all the activities in a given category instead of manually selecting them one by one.
Guest about 1 month ago in Resilience - BIAs 1 Roadmap Consideration

Plan/Document Properties Should Mirror Template When Imported

I recently recreated a bunch of plans in a client's instance via import. I expected that the plans would copy properties fields, e.g., footer text, from the template the plans were based on. This did not happen and Support told me it's because if ...
Amanda Feest 5 months ago in  0 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

Cleared and Stop Payment Updates

Ability to do the below items regardless of payment status or if Log Payment or check. Cleared Date needs added to a payment Cleared Date needs removed from a payment Payment changed from Stop Payment to Cleared Payment changed from Cleared to Sto...
Shannon Stout about 2 months ago in CS - ClearSight Platform - General 1 Roadmap Consideration

All Plan/Document Sections Should Be Optimized for Mobile

Currently it seems that sections that pull BIA information into a plan or document are not optimized for viewing on the mobile app. The user is given the option to view a PDF of their plan/document when attempting to access one of these sections -...
Amanda Feest 5 months ago in Resilience - Mobile 0 Roadmap Consideration