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.

ADD A NEW IDEA

All ideas

Showing 1115 of 1115

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 almost 3 years ago in ClearSight 0 Planned

Flag Gap Between RTO and Estimated Recovery Time

A client has requested that we add functionality that would flag a gap between projected recovery time (based on task duration) and activity RTO (e.g., if the amount of time it's going to take to recover will exceed the activity RTO). They'd like ...
Kadambari Lanka over 1 year ago in Resilience - BIAs / Resilience - Crisis Management 0 Future consideration

Postal Code validation by state (first two digits of zip)

Client would like to have a Zip Code validation, based on the claim's state. They have this in their current system. They also mentioned it would be great if the user could enter the zip code and the City/State would auto-populate.
Shannon Stout over 3 years ago in CS - Claims Administration 2 Future consideration

Need ability to "hide" SSN field - would require user action to display

Client does not want to display SSN data on the screen as a default. They would require the user to perform a specific action to display the full SSN. We should develop something similar to other systems, where in order to reveal any sensitive dat...
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Email Support - Attach function

You should allow attachments to be sent via Help and Support email function within the portal.
Guest 4 months ago in Resilience - Business Continuity - General 1 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 over 3 years ago in CS - Location & Property Management 0 Roadmap Consideration

Change field locations on Process

Configure how fields appear in BIA under a Process in the view before you click into the process. You can add custom fields, and have them show on the process screen in the BIA, however you can't control where they will appear.
Bradley Cornwell 8 months ago in Resilience - BIAs 0 Future consideration

Add the Impacted Asset to the Subject Line of a Threat Rule Notification Email

When a Resilience user receives a Threat Alert email, the subject line is "Threat Alert: [Severity Level] - [Miscellaneous Details]" wherein the miscellaneous details piece varies widely by event. It might be more useful to the recipient if the su...
Amanda Feest 11 months ago in Resilience - Threat Intelligence 0 Future consideration

Close or Void open tasks when a Claim or Incident is voided

As it is now, users have to manually close out any open tasks on claims/incidents when they Void.
Shannon Stout almost 3 years ago in CS - Claims Administration 3 Future consideration

Plan - History & Approvals

This section doesn't show on the left hand side as it does in a BIA. I'd like to see this in plans
Ben Cartlidge over 1 year ago in Resilience - Plans 0 Future consideration