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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All ideas

Showing 53

Add ability to reset password without email

Can we have another way for a user to initially set up or reset their password without relying on their email? We already have the ability to store the authentication phone number (AUTH_PHONE), so could that be re-used? If a user clicks on 'Forgot...
Guest almost 4 years ago in ClearSight 0 Planned

Make Schedule Import able to connect to GCC High environments

The ability to connect to Project Online to import schedules and to link responses into the schedule is nice, but for those whose Project Online instance is in a GCC High environment, this is not an option. Please work with Microsoft to make ARM a...
Guest 12 months ago in  0 Planned

Studio - Allow Email Send Scheduling Not Related to Due Date

FirstBank CO suggested that it would be helpful to be able to use Studio to schedule an email to be sent periodically (e.g., quarterly) to all BIA or BC Plan owners to remind them to take a look at their documents. This would need to be agnostic o...
Amanda Feest almost 2 years ago in Business Continuity & Resilience 2 Planned

Escalation status on desktop grid

Desktop users need to be able to see which risk are escalated to where from the desktop without opening each risk form
Guest about 2 years ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) / ARM - Notifications and Alerts 0 Planned

Email Template functionality Similar to Views - User Groups

Users have requested the ability to limit the view of email templates to specific user groups. Example sensitive information email is only able to be sent by supervisors. Additionally a company with a large number of email templates could limit th...
Crystal Wubbels about 1 year ago in  0 Planned

Easily associate risks with other ARM tree elements

PORTFOLIO VIEWS: Have ability to tag risks from projects to functions in the business. The concept and structure of the portfolio views is excellent for this so this should be a strength but it is felt that way that associations are made in the UI...
Kerry Crossland over 3 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 1 Planned

Incident Management - Add to Favorites feature added back

In Enterprise clients had the option to ADD to favorites. In Clearsight that feature was taken away and is only available in Claims Administration
Guest over 2 years ago in  0 Planned

Update the colour palette for the colour picker

The colour palette used in many areas of ARM (dashboard, FBS, PID scoring) is outdated, user is stuck with specific colours and its not very flexible. Original Active Risk ID: ARM-I-146
Guest about 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails / ARM - Dashboards 1 Planned

Be able to limit access for email templates

Be able to llimit users from seeing specific email templates So for example below, I want a specific user to only see TEST email template instead of the 5 existing email templates.
Guest about 3 years ago in CS - ClearSight Platform - General 0 Planned

System gen.values/fields should be available in Workflow and Dashboards

There are several system generated fields and values that are not accessible to us in Dashboards and Workflows. e.g. "Owning Item", "Created By", Last Updated fields. These are very useful for reporting, organizing data in a dashboard (by using Gr...
FARHAN ATIQ over 1 year ago in ARM - Admin, Configuration, History and Audit trails / ARM - Dashboards 1 Planned