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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 of 1177

Include more information to Export/Import to User Audit Report

When I create User Audit Report I still miss following needed information!<Preferred Language><Preferred Distance Measurement><Time Zone><Mobile phone>
Michael Welander about 1 year ago in Resilience - Administration & Configuration 0 Future consideration

Create a Contact Ad-Hoc Report. We don't have any reports on Contacts currently

We don't have any reports on Contacts currently, and Contact Ad-hoc will be useful for clients.
Shannon Stout over 3 years ago in ClearSight 2 Future consideration

Alerts for BIA/Plan Updates

Since we allow our BIA owners/contributors to make updates to their BIAs/Plans whenever they want, we would like to have an alert that let's us know when updates are made. This will allow us to review the new changes/updates and in our case, add t...
Guest over 1 year ago in Resilience - Administration & Configuration / Resilience - BIAs / Resilience - Plans 0 Future consideration

Department Dependency - Process to process mapping

When a user adds a process to process dependency, the update is shown in the BIA to which the dependency has been made, this is only shown as an update. The process is shown to which the dependency has been made, but gives no indication from where...
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 over 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 over 4 years ago in RMIS - Renewals & Value Collection 1 Future consideration

Track last passwords - increase from 8 to 13

Currently in ClearSight it is possible to track the last 8 passwords so these are not repeated. Client has asked for this to be increased to 13 to comply with their security policies.
Guest almost 4 years ago in CS - ClearSight Platform - General 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 over 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 ...

Update Case Manager Supervisor field when claim is reassigned. Sync process between user profile and claim.

Case Manager Supervisor field (Claim.MiscDescription#48) does not update on claim when the case manager is reassigned to another user. When the claim is reassigned, update the Case Manager Supervisor field to the newly assigned case manager’s supe...
Shannon Stout over 1 year ago in  1 Future consideration