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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Showing 1177 of 1177

Tags field should appear on the Plan Overview summary section in the Plan like it does in the BIA

Tags field should appear on the Plan Overview summary section in the Plan like it does in the BIA.
Rory Middleton about 2 years ago in Resilience - Plans 0 Future consideration

Functionality to be allow a print or download of Dashboards

Functionality to be able to download Dashboards in PDF format / Functionality to be able to share send the live status of the Dashbord to linked emails accounts Original Active Risk ID: ARM-I-201
Richard WERESKI almost 4 years ago in Active Risk / ARM - Dashboards 0 Future consideration

Values Entry - Ability to produce export with both current year and prior year values

it would be useful for values collectors to export both Current Year and Prior Year values from Values Entry. This would allow them to use prior year values to help populate the current year fields, and then import the current year values back int...
Guest almost 4 years ago in CS - Location & Property Management 0 Planned

Transaction Manager views to be available in the My Views widget of the Dashboard app

Client is requesting the ability to create claim views that have claim transaction filter criteria, e.g. Transaction Date or Transaction Type. This request relates to existing EPIC - CLM-E-199
Guest almost 3 years ago in CS - Reporting & Analytics - Other 1 Will not implement

Be able to configure Duplicate Payment Warning Message

Allow the configuration of the Duplicate Payment Warning message to add data fields such as Med Bill ID, Invoice Number, check comments, etc.
Guest about 3 years ago in ClearSight 0 Future consideration

Resilience - Graphics in Supporting Documents

When including graphics in a Resilience BIA or Plan, the PNG shows in the list of Supporting Documents. Is it possible to omit/hide these in that list? It adds confusion to finding relevant documents.
Courtney Ferguson 9 months ago in Resilience - Plans 1 Future consideration

Change Verification Code Text Message Sender ID from Castellan to Riskonnect

When we log in to Riskonnect with the user ID and password option, the sender of the verification code that we get sent displays as Castellan on our phones. The text of the message states: Your Riskonnect verification code is: ###### . It would be...
Guest 9 months ago in Resilience - Administration & Configuration 0 Roadmap Consideration

Add Claim Transaction Email Templates

Add ability to create transaction email template types. Currently we can't create transaction email templates. So then when we create email actions on transaction based events, the option to pull in an email template isn't available. If we need to...
Guest about 3 years ago in ClearSight 0 Planned

Ventiv Risk (IRM) - Advance Query results in Dashboards (with graph) - Improve table view

Ventiv Risk (IRM) - Advance Query results in Dashboards (with graph) ... two ideas: 1) Scroll bar in table (results) could be moved to over the table instead of below as it is today. That way you can easily move horizontally, no matter how many r...
Guest 4 months ago in Ventiv - Ventiv Risk 1 Future consideration

add additional columns to Suppliers view

when viewing all suppliers on a screen, there is an option to add additional columns, however this appears to be restricted to a handful only. It would be of some benefit to be able to select any of the fields that are valid for the suppliers, to ...
Guest 4 months ago in Resilience - Data Management 1 Future consideration