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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Showing 102

Add more Long Description fields for Claims

Add more Long Description fields for Claims - currently there are only 5 Long Description fields available for claims.
Guest about 1 year ago in CS - Administration & Configuration 2 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 9 months ago in  0 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 8 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 11 months ago in Resilience - Crisis Management / Resilience - Mobile 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 over 3 years ago in RMIS - Certificates of Insurance 0 Roadmap Consideration

Critical dates in BIA should carry over to the BCP

The critical deadlines and peaks should carry over into the BCP. You should not have to go to a BIA to find this info. You should not have to manually enter this twice to get it in the BIA.
Guest over 1 year ago in Resilience - Business Continuity - General 0 Roadmap Consideration

Ability to copy Security groups

Be able to select a security group with a large number of permissions assigned to it and create a copy to slightly modify it for certain groups of users.
Guest over 3 years ago in ClearSight 1 Roadmap Consideration

Create a left-hand navigation selector for "History and Approvals" in plans/documents/exercises similar to BIAs

Please create a quick nav button on the left-hand section selector for history and approvals similar to what exists in BIAs. This would allow quicker navigation to that section, saving the amount of time required to select the last true section ty...
Nathan Early almost 2 years ago in Resilience - BIAs 4 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 9 months ago in Resilience - BIAs / Resilience - Plans 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 11 months ago in Resilience - Business Continuity - General 0 Roadmap Consideration