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 797

New Export - OpRes (All Sections)

We don't have a report that allows us to export all the OpRes data and all the relationships like we do for the BIAs - have requested this and identified it during their POC.
Bradley Cornwell over 1 year ago in Resilience - Reporting & Analytics 0 Future consideration

Action Item "Actual Completion Date" should not allow future dates to be selected

It doesn't make sense to be able to select future dates for the "Actual Completion Date" for action items.
Ashley Helmick about 1 year ago in Resilience - Actions 0 Future consideration

Scale impacts that dont have data entered are hidden to prevent to document becoming to large

In the BIA when entering the impact categories for the business activity. For Impacts on the scale that don't have any data entered they should have the option to be hidden. this will prevent a the BIA for a department with a large number of activ...
Guest about 1 year ago in Resilience - BIAs 0 Future consideration

Fields that can perform calculations based on value from other fields.

Rather than limit the system to only calculating P90 and P50 it would be great if we could have some fields added to the field list that allow you to specific a calculation based on other data in the system. For example if I could create a calcula...
Guest about 4 years ago in Active Risk 0 Future consideration

Renewals - Ability to Export to Excel, Fill Out and Import In Assignments

Request for functionality that is similar to ClearSight. If end users can take what they have been assigned, export that to excel to populate there and then to reupload back on the same screen, this will save time and give another option for those...
Patrick Eslick about 4 years ago in RMIS - Renewals & Value Collection 1 Future consideration

Hide/Show Logic for Renewal Questions

Ability to create hide/show logic questions for Renewals similar to what you would find in Intake Portals.
Patrick Eslick about 4 years ago in RMIS - Renewals & Value Collection 1 Future consideration

Adding CC (Carbon Copy) Recipients to Email Alerts

Currently, email alerts can only be sent directly to a recipient type, there is no option to copy someone in. This can cause confusion as often an email sent directly to a recipient suggests the recipient needs to perform some sort of action. Wher...
Martin Durrant about 4 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration

Allow 'Last Review Note' to be imported from excel.

When we import risks from excel, the 'Last Review Note' is not being imported even though the field is active. The last review note can be exported but new review notes cannot currently be added during data import. This is particularly useful for ...
Guest about 4 years ago in Active Risk / ARM - Integration (API, Import/Exports, External Applications, Bulk Updates, ARM to ARM) 0 Future consideration

BC&R Mobile App - show call option on all contact and team lists

When clicking through team roles in a plan, only an email icon is visible. It would be useful to have a phone icon visible as well - this would reduce the need for duplication with the internal contacts list.
Ben Murphy over 1 year ago in  0 Future consideration

Add tracking of Natural_Key object in USRAU table for Tasks, Notes, etc.

Client was looking to utilize Activity Monitoring to track actions around adjusters closing, opening, and reassigning tasks. However, the Key field in Activity Monitoring (pulled from the NATURAL_KEY field in the USRAU table) is blank. This doesn'...
Guest over 2 years ago in ClearSight 0 Future consideration