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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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Use Generative AI to fill forms using content from clipboard.

We have various forms throughout our products that users will fill based on information they received from some external source like email or tweet or website article. Wouldn't it be great if they could just copy that information from the source i...
Guest 11 months ago in The AI Innovation Lab 1 Future consideration

Make contents of update request emails sent from within plans or documents visible

We noticed recently that when we send an update request email from within a plan or document, that we can't see the contents of that email anywhere. It would be good to have this history available so that we can see what's been communicated.
Guest 11 months ago in Resilience - Plans 0 Future consideration

Add "Call" Button When Looking at a Team Role on Mobile

If you're looking at a plan or document with a team section on the mobile app and you click on a specific role, the person/people assigned to the role come up and there is an email button next to each person to make it easy to email them - see att...
Amanda Feest almost 2 years ago in  0 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 almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration

Allow configuration of more default field values

This enhancement would be to allow more fields to have default values configured, particularly for Incident , and ideally Snappit, and potentially for all field types including text fields Original Active Risk ID: ARM-I-101
Nick Ridout over 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 0 Future consideration

When searching for Reports, add Prior Valuation Date as search option

Client would like the ability to search reports by prior valuation date (located on other info section) if possible. Example, be able to search all reports valued as of 1/1/18. It currently doesn't appear when editing/creating a view within the se...
Guest almost 4 years ago in CS - Reporting & Analytics - Standard/Crystal 3 Future consideration

Reporting for Files to see orphaned Files/Last Modified via Insights

Some customers have data retention policies that mandate deletion of certain items after a set timeframe. BC&R doesn't have a stock data retention component but you can use Insights to see when something was last modified/approved (like docume...
Nick Adams almost 2 years ago in Resilience - Reporting & Analytics 1 Future consideration

Add Option to Choose a Different BIA Template as Default

If a client creates custom BIA templates, it would be great if they could select one of those to be their new "default" BIA template. Currently, I don't think there is a way to do this and the out-of-the-box default template will always been the d...
Kadambari Lanka almost 2 years ago in Resilience - BIAs 1 Future consideration

Ability to change the sort for the Dependency Plan section

The Dependency Plan Section will currently show records in alphabetical order. Would like the ability to change the sorting to show by other fields, e.g. Lowest Requested RTO.
Rory Middleton almost 2 years ago in Resilience - Plans 0 Future consideration

Option to Make "Show on Mobile" Default Selection

A client has suggested that it would be a time-saver to be able to set "Show on Mobile" as the default selection for Plans, Documents, and for Attachments added to Plans and Documents, so that this option does not need to be checked every time.
Amanda Feest almost 2 years ago in Resilience - Administration & Configuration / Resilience - Mobile 0 Future consideration