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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Ideas

Showing 796

Help ToolTips in ClearSight

It would be helpful to build thorough documentation for clients to give them specific guidance when working on claims. This functionality exists in Salesforce in the form of Help Bubbles and I believe also exists in Intake. We would like to see si...
Guest almost 4 years ago in ClearSight 2 Future consideration

Remove Riskonnect users if not listed as internal employee

When an import of internal employees is uploaded, and someone that is a Riskonnect user is no longer listed as an internal employee, can that user ID be deleted? We have found employees that have left the company still have user IDs and we have to...
Scott Gardner 10 months ago in Resilience - Administration & Configuration 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 over 1 year ago in Resilience - Business Continuity - General / Resilience - Plans 0 Future consideration

Create a Supplier/External Contact Core List

Large enterprises partner with enterprise service providers like Workday or facilities management firms, and various departments and divisions may work with dozens of contacts from a single vendor (e.g., regional reps, customer success, customer s...
Nathan Early over 1 year ago in Resilience - Business Continuity - General / Resilience - Data Management 0 Future consideration

Character Count: Message Section for Notifications

Can we increase the character limit for email sending from 1,600 to a larger quantity? Sending email-only notifications would enable the placement of more information. This feature would prove beneficial when sending a substantial amount of inform...
Aaron Calderon about 1 month ago in Resilience - Notifications 0 Future consideration

Details or Comment Section on Notification Templates

When creating templates, we would benefit from a free text field that allows us to add notes to the notification template. Users with permissions to modify notification templates would be able to edit the item, but senders would only be able to re...
Aaron Calderon about 1 month ago in Resilience - Notifications 0 Future consideration

Metadata in reporting

When I export results of a message sent via the Notifications module, the results will confirm delivery method – email or text message - and provide the underlying address or phone number. However, I need to know if it is “Work Phone” (work provid...
Guest 2 months ago in Resilience - Notifications 0 Future consideration

Give an option to centrally disable email alert for BIA/Plan approvals.

Currently the only way to disable approval notifications is to set approval frequency to 0 in each BIA/Plan. By giving a central option, it makes it easier to disable approval notifications.
Guest 2 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Limiting Notifications functionality by user role

It should be possible to stop certain users, perhaps by user role permissions, from sending communications to "All Internal Contacts" via the Notifications module. For large organisations, messages sent by local teams by accident (not habitual use...
Guest 2 months ago in Resilience - Notifications 0 Future consideration

Versioning Between Approvals

Versioning - after approval, if multiple approvers defined, Resilience system keeps incrementing version number as each approver approvers instead of approving "same" version. If an approver simply approves, the version number should not update fr...
Guest 5 months ago in Resilience - Plans 0 Future consideration