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, ...
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All ideas

Showing 1177 of 1177

OpRes Module - 'Pin' a filter view of Products and Services

All products and services are stored in the OpRes Module, however this distracts from the intent of the Module to focus on Important Business Services - appreciate this can't be changed in the build of the system however can the filter be 'pinned'...
Guest about 2 years ago in Resilience - Operational Resilience 0 Future consideration

Update the Summary on SIM Records to include claim number and claimant name

We have the ability to customize what fields are on the summary tab of a claim, however, we cannot do the same for the summary on a SIM record. The feature is not available in the administration app. We want to be able to add claimant name and cla...
Guest 9 months ago in CS - Administration & Configuration 0 Future consideration

ClearSight Admin - Client data storage feature enhancements

The new client storage feature in Admin is brilliant. Really helpful. From having a play around there are a few things which would make it more usable. 1. Primary use case is to be able to track storage over time and see which parts of the syst...
Guest over 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Workflow logic based on risk cost/score

Need to be able to use the risk score and/or cost data to drive a workflow e.g. risk score is over a certain value then other fields become mandatory. i.e. a High Risk must have scoring comments or even must have a mitigation plan.
Guest about 2 years ago in ARM - Notifications and Alerts 4 Future consideration

Add Financials Section to Incidents in ClearSight

Add the same Financials functionality that is available on the Claim Record to the Incident Record. We have numerous customers who have requested this and would help them in their day to day work.
Guest over 4 years ago in ClearSight 1 Future consideration

Add support for Primavera XER file import, the default Primavera file format

Add support for Primavera XER file import, the default Primavera file format. Some attributes and schedule properties are not present in the XML format, these are available in the XER files. (The exact details of missing elements tbc)
Ian Shaw about 2 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Allow projects to be updated even when MSP project id has changed e.g. when user has done 'save as'

Sometimes the schedule is provided by a 3rd party contractor or for other reasons is saved as a new schedule file e.g. to create snapshots or other baselines, when full project server capabilities are not available. This process unfortunately resu...
Ian Shaw about 2 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Application Dependencies - Auto-populate descriptions

Make it possible to apply a uniform description for an application and have this auto-populate when selected within the Application Dependencies of a BIA. This would be more efficient and save time.
Guest 9 months ago in Resilience - BIAs 1 Future consideration

4 or more digits on relative date field for events

There is a need to exceed 999 on the relative date criteria when building events. Right now if we want something to fire exactly 1 year from a date that is easy to do, but if we want something to fire at 3 or more years we cannot set the criteria ...
Shannon Stout about 2 years ago in  2 Will not implement

BIA - Recovery Strategies

All recovery strategies are available when completing the BIA. There should be a way to segment the strategies the BIA owner sees when completing their BIA. E.g. only strategies relating to the 'Loss of Applications' Scenario can be viewed / selec...
Guest 9 months ago in Resilience - BIAs 1 Future consideration