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.

ADD A NEW IDEA

All ideas

Showing 1172 of 1172

Scenario Simulations Using AI

A beneficial use of AI in the platform for us would be for scenario development and testing. Being able to provide more sophisticated scenarios without so much effort would be a valuable addition for us. While we do not use the existing AI feature...
Christina Bredhold 3 months ago in Resilience - Resilience AI 0 Future consideration

Add Archive capabilities to 'Actions'

When Actions (from Tabletops, etc.) are completed, we'd like a history of them. However, preferable to deleting them, we'd like to view shorter lists - identifying only Actions that are 'not started' or 'in-progress'. Easier way to organize...
Jerry LaPole about 2 years ago in Resilience - Actions 1 Future consideration

In Clearsight - Ability to bulk download emails and email attachments

I now have two clients ask for the ability to be able to bulk download emails and attachments in Clearsight. Client A needs it so they can instruct a solicitor/lawyer at some stage of the claim and provide them with all the correspondence includin...
Guest almost 4 years ago in CS - Claims Administration 2 Roadmap Consideration

Deleting Location Should Not Delete Recovery Staffing Requirements

Doing some testing and I realized that if you delete a Location that is assigned as the Current Location for a Recovery Staffing entry in a BIA, the Recovery Staffing entry will also be deleted. This is true even if the Current Location field is n...
Amanda Feest about 1 month ago in Resilience - BIAs 0 Future consideration

Alert banners per BIA/BCP

Allow an alert banner to appear on the dashboard per BIA or BCP. When a Builder, Reviewer, or Owner logs in, they should see a banner telling them that their BIA/BCP is expired, or even a warning with the number of days until they expire.
John Brennan 7 months ago in Resilience - Notifications 1 Future consideration

Add a Select All / Unselect All button when selecting Activities for Dependencies in BC&R.

When selecting Activities to assign to Dependencies in BC&R, you have to manually select them one by one. It would be nice if there was a Select All / Unselect All button that would allow you do them all at once.
Rory Middleton about 2 years ago in Resilience - BIAs 0 Future consideration

Add page breaks option to PDF exports

Add the option to insert page breaks for new sections when exporting a Plan (or other document) to PDF, which will create a cleaner look and a better-organized document.
Guest almost 2 years ago in Resilience - Business Continuity - General / Resilience - Plans 0 Future consideration

Trigger Email notification when any plan assignees are missing

When a BIA/Plan is submitted for the owner or final approval, while there is no owner or final approver assigned to the BIA/Plan, an email notification should be triggered to the Admins
Guest 9 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Approval Email - Customized Approval Email

Allow users/admins to edit the language in an approval email.
Guest 8 months ago in Resilience - BIAs / Resilience - Plans 1 Planned

Add activity description to the available data sets for Insights Reporting

Currently, there is not a data set that allows for the activity description from the BIA to pull into the Insights Reporting feature. It would be helpful to be able to pull this information into reporting.
Guest 7 months ago in Resilience - Reporting & Analytics 0 Future consideration