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 101

In BIAs, allow the approver to make comments per section

This will allow direct feedback to the contributors for each section.
Guest 2 months ago in Resilience - BIAs 1 Roadmap Consideration

Add a type of field that you can scroll through a whole list of items in a library

There is no type of field that gives you a list of things to scroll through and pick .This would be useful for example when I want to set an application as a dependency (but i do not know the exact name) in a BIA, i could scroll through the whole ...
Guest 2 months ago in Resilience - BIAs 1 Roadmap Consideration

Improved Reporting on Exercises

Reporting in Insights is very limited for Exercising. You can create a Custom Report but the data that can be exposed is only the Status, Document Type and Tag. You can't see anything related to which plans have been tested, what the results are, ...
Bradley Cornwell over 1 year ago in Resilience - Plans / Resilience - Reporting & Analytics 0 Roadmap Consideration

Improve Process Selection for Upstream Dependencies

When gathering information about a department's upstream dependencies, you are given the option to select a process within the upstream department that the BIA is dependent on. When selecting the upstream process however, process detail (other tha...
Guest 2 months ago in Resilience - BIAs 1 Roadmap Consideration

Ability to export "rich text" sections from Plans

When you run an export of Plans, the export file only contains the document properties and the Roles. Our Plans contain "Rich Text" sections which are used to record additional information, but these are not currently included in the export file. ...
Steve Boswell 10 months ago in Resilience - Plans / Resilience - Reporting & Analytics 1 Roadmap Consideration

Add Option to Add Groups of Internal Contacts to "Who to Notify?" on Threat Rule

It would be useful to be able to add a "group" of internal contacts to the "Who to Notify?" field when creating a Threat Rule instead of adding individuals one by one. Maybe this could be achieved with an option to add by tag.
Amanda Feest 11 months ago in Resilience - Threat Intelligence 0 Roadmap Consideration

Add Option to Select All Assets for a Threat Rule

When creating a Threat Rule, Internal Contacts, Locations, and Suppliers to which you want the rule to apply have to be added manually and 1 by 1 to the rule. I know that one of my clients is going to want to create a Threat Rule that can be appli...
Amanda Feest 12 months ago in Resilience - Threat Intelligence 0 Roadmap Consideration

ClearSight - Ability to deactivate more than one location at a time

Ability to deactivate more than one location at a time
Guest over 3 years ago in CS - Location & Property Management 1 Roadmap 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 7 months ago in  0 Roadmap Consideration

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status. We need for the application to allow the below payment updates in any status. Move payments from one claim to another
Shannon Stout over 3 years ago in CS - Claims Administration 2 Roadmap Consideration