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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, ...

All ideas

Showing 1177

Allow Multiple colour coding to appear on control tiles and provide a legend

Customers are saying that they would like to see multiple criteria on the Bowtie in terms of Effectiveness, Type, Status. What they want to see is three coloured Bars sitting at the bottom of the box that relate to control fields. We would also ne...

Standard Stored Procedures to Clean Up IE Table Data

Create Standard Stored procedures that would clen up the data in the IE_ tables. The SPs could be scheduled via SDIE workflows in the application
Guest about 4 years ago in CS - ClearSight Platform - General 1 Future consideration

User specific activity monitoring in ClearSight Admin

Ability to see activity monitoring when going into a user record (changes to the user record itself, not tracking what they did, but did someone add screen access permissions, etc.)
Guest almost 3 years ago in ClearSight 0 Future consideration

Attachment Name Report

Provide a report, export or data element that allows you to run a list of the names of all the attachments in a customers instance and what document the attachment is associated with.
Mary Hoskins 11 months ago in  0 Roadmap Consideration

Use Generative AI to fill forms using content from clipboard.

We have various forms throughout our products that users will fill based on information they received from some external source like email or tweet or website article. Wouldn't it be great if they could just copy that information from the source i...
Guest 11 months ago in The AI Innovation Lab 1 Future consideration

Increase inactivity period before timeout from 60 minutes to 90 minutes

Schneider has requested the ability to set the inactivity before session timeout period to 90 minutes. Currently, the system limits the user to 60 minutes.
Guest over 4 years ago in CS - ClearSight Platform - General 2 Will not implement

Make contents of update request emails sent from within plans or documents visible

We noticed recently that when we send an update request email from within a plan or document, that we can't see the contents of that email anywhere. It would be good to have this history available so that we can see what's been communicated.
Guest 11 months ago in Resilience - Plans 0 Future consideration

Add "Call" Button When Looking at a Team Role on Mobile

If you're looking at a plan or document with a team section on the mobile app and you click on a specific role, the person/people assigned to the role come up and there is an email button next to each person to make it easy to email them - see att...
Amanda Feest almost 2 years ago in  0 Future consideration

ARM - Aggregation on the desktop columns (such as EMV)

It would be great to get a summary of numerical data on the ARM desktop without running report. Could be a column total for cost impact category or EMV etc. Dashboard type widget or other way of presenting the aggregated total from the risks in view.

Auto/Bulk Delete/Anonymize

Ability to create a view and select to delete or anonymize everything in that view (claims, incidents, occurrences) On deletion, all related child records would also be deleted (notes, tasks, emails, etc). This includes file attachments. Allow use...
Guest almost 4 years ago in CS - ClearSight Platform - General 1 Future consideration