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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

Using the Risk data from BIA in the Plan

Would it be possible for the Risk section within the BIA to be able to be included within the BC Plan. As I understand it, this isn`t currently possible
Guest about 1 year ago in Resilience - BIAs 0 Future consideration

"Pin And Save" button used to manually pin items to Recent Item list

Texas wants to be able to have an item pinned on their recent item list even if they click close folder or "Save and Close". Therefore they would like a button on their action bar called "Save and Pin" that saves the item and adds item to Recent I...
Guest almost 4 years ago in ClearSight 0 Will not implement

Add "Export" option to Claim Timeline

Add the same "Export" functionality to the Claim Timeline as available in the other screens.
Shannon Stout over 2 years ago in  3 Future consideration

Dashboard - extended filters within the displayed data on charts/widgets

Clients are asking for the ability to filter on different criteria within a specific widget in the dashboard. For example if there is a PID widget they would like to be able to filter by status and risk owner within that widget. Original Active Ri...
Lisa Segrave over 4 years ago in Active Risk / ARM - Dashboards 0 Future consideration

Castellan - Ability to create a tag to not include data

Ability to create a tag to not include data. Use case - we do not want to contact colleagues who are on Long Term Sick or Maternity leave with incident communications, inorder to do this we create a department tag and move them into this in our pe...
Guest about 2 years ago in Resilience - Data Management / Resilience - Notifications 0 Will not implement

Ability to copy Actions as well when copying Events with a pop up box asking whether you want to copy actions or not associated with the event

Ability to copy Actions as well when copying Events with a pop up question asking "Do you want to copy the actions as well?" will help many clients when their workflow changes. I have seen new management come in, new high level mangers, who want t...
Guest almost 4 years ago in ClearSight 0 Will not implement

Ventiv Risk (IRM) - Add ability to restrict Lookups to only show exclusive objects in Quick Search & Adv. Query

On the claim module - client has 3 "Loss Type" lookup codes - which have exclusive objects set up so that only certain lookups are shown based on the claim type. In Quick Search and Advanced Query - this feature is not possible currently. Can we l...
Guest 9 months ago in Ventiv - Ventiv Risk 1 Future consideration

Add ;'Group Role Contact' column not included in the export of Internal Contacts - please add

It would be helpful to have this as what is the point of setting a person in a group as primary or alternate if you can't see that in the export.
Tracey Agnew about 1 year ago in Resilience - Administration & Configuration 0 Future consideration

Ability to see and manage all groups for a given folder in Admin - Business Area Access

This enhancement would be to allow the ability to select a given folder and see and manage the groups and access levels for the folder. At the moment it is only possible to see the folders for a selected group, not the other way around Original Ac...
Nick Ridout about 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 0 Future consideration

Activity Monitoring Field Names

The new version of ClearSight contains an activity monitoring page on the claim. We would like to request this screen display the "Label" users are familiar with vs the system field name. The system field names of "Miscellaneous" or "SpecialAnalys...
Shannon Stout over 1 year ago in  1 Future consideration