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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Showing 1177 of 1177

When within a Policy and on the Claims page > link to take you to the claim

The client would like to be able to quickly go to the claim from within the Policy. Currently, when you are on the Claims page within a Policy, the user cannot quickly click on the claim that would take the user to the claim. The user has to copy ...
Guest almost 2 years ago in CS - Insurance Policy/Program Management 0 Future consideration

Add Events "On Create User Account" and "On Save User Account"

Add Events "On Create User Account" and "On Save User Account" to allow a email or task action to trigger
Guest almost 3 years ago in ClearSight 0 Will not implement

Add Save and New button on Codes and Look ups

When entering in new codes in a code and lookup in Clearsight it would be very nice to have a Save and new button that would open the new code dialog box after saving the previous values. As it stands now you have to save then click new again whic...
Guest almost 4 years ago in ClearSight 0 Will not implement

Add Actions to Homescreen and Mobile App

It would be nice if a list of Actions assigned to a user appeared on their Resilience home screen AND if Actions could be viewed and actioned from the mobile app (especially Actions tied to Incidents).
Amanda Feest almost 2 years ago in Resilience - Actions 0 Future consideration

Ability to Make Offline Plan Access Automatic in App

Customer would like the ability for all plans and documents to have offline access through the mobile app enabled automatically, as opposed to having to tell people to go to the app and enable offline access.
Kadambari Lanka almost 2 years ago in Resilience - Mobile 0 Future consideration

Allow Option for Dependency Strategy to be Assigned to Specific Activities

A client has requested that we allow for the assignment of specific activities to a dependency strategy. E.g., a Site Dependency is assigned to all the activities in the BIA; there are 2 strategies assigned to the dependency - 1 would be applicabl...
Kadambari Lanka almost 2 years ago in Resilience - BIAs 0 Future consideration

Mobile App: Add data from Task "Content" section to Plans and Incident Tasks

Text entered in the Content field of a Task section in the plan does not appear in the mobile app - the section only displays tasks within the section. The mobile app should show all plan contents
Kadambari Lanka almost 2 years ago in Resilience - Crisis Management / Resilience - Mobile / Resilience - Plans 0 Future consideration

CS Views: Fields marked non-reportable show up in Sort Results. Should not show up similar to Select Data/Select Columns

No description provided
Guest almost 4 years ago in ClearSight 0 Will not implement

Single Line Valuation Comparison Report Template

Covenant has asked for a single line valuation report for excel data only for better ease with filtering and sorting
Guest almost 4 years ago in CS - ClearSight Platform - General / CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Enable additional settings at BIA template level

We need the ability to create different types of BIA's in one customers system with different impact categories, different fields that display, etc. For example, one client has business BIA's so we need to display all of the dependencies that are ...
Jamie Goodloe (she/her), MBCP, MBCI almost 2 years ago in Resilience - BIAs 1 Future consideration