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 796

Activity Monitoring tracking capability when transaction changes claim status.

Need Activity Monitoring configuration settings to enable tracking when a transaction closes or reopens a claim. Currently, the transaction processes that modify the claim status are not being monitored.
Shannon Stout 10 months ago in  1 Future consideration

Change Management Report - Add Users

When using this report you should be able to see if a user has been deleted and the implications of deleting a user.
Ben Cartlidge 10 months ago in  0 Future consideration

Add Ability to Assign/Edit Mobile Contacts via Import/Export

It would be a time saver to be able to assign/edit mobile contacts for plans and documents using import/export instead of having to assign manually to each plan or document. (I thought I submitted this idea the other day but I didn't get a confirm...
Amanda Feest over 1 year ago in Resilience - Administration & Configuration / Resilience - Mobile 0 Future consideration

Standard Stored Procedures to Clean Up IE Table Data

Create Standard Stored procedures that would clen up the data in the IE_ tables. The SPs could be scheduled via SDIE workflows in the application
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

BIA app and supplier data with workarounds should carry over to BCP

The system should automatically carry over the apps and suppliers with workarounds from the BIA to the BCP. It's easy to forget to add them to the tables. Adding the apps to the Overview doesn't help populate the plan. Having the apps and supplier...
Sally McGinty over 1 year ago in Resilience - BIAs / Resilience - Data Management 0 Future consideration

Application Dependencies - Auto-populate descriptions

Make it possible to apply a uniform description for an application and have this auto-populate when selected within the Application Dependencies of a BIA. This would be more efficient and save time.
Guest 5 months ago in Resilience - BIAs 1 Future consideration

Auto/Bulk Delete/Anonymize

Ability to create a view and select to delete or anonymize everything in that view (claims, incidents, occurrences) On deletion, all related child records would also be deleted (notes, tasks, emails, etc). This includes file attachments. Allow use...
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Better visibility of ARM change comments

There is limited ability to access change history comments for score changes, status changes or escalation comments. These should be more accessible in the UI and available in ViewPoint and API
Guest over 1 year ago in ARM - Admin, Configuration, History and Audit trails / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

BIA - Recovery Strategies

All recovery strategies are available when completing the BIA. There should be a way to segment the strategies the BIA owner sees when completing their BIA. E.g. only strategies relating to the 'Loss of Applications' Scenario can be viewed / selec...
Guest 5 months ago in Resilience - BIAs 1 Future consideration

Inability to call extensions in emergency notification system

Need ability to call extensions in emergency notification system in Castellan Resilience. If we can't notify our employees of an emergency it makes this tool useless. Currently, it just doesn't call/fails to call anyone with an extension listed.
Guest 11 months ago in  0 Future consideration