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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Enhancement request - Values Admin - Include ability to filter via parent level location

Enhancement request to include the ability to filter by Parent Level Location in the Values Admin/Contributor (& Reviewer) pages. There is currently no way to filter saved locations by parent.
Guest about 4 years ago in CS - Location & Property Management 0 Roadmap Consideration

Castellan BC and Resilience: Ability to assign multiple businesses/departments by a wildcard or by a business unit`s.

Enhancement Request where there`s an ability to assign multiple Business Units by a wildcard or by a single Business Unit. For Example, where you have a Level 2 Plan which is a Cluster, Divisional/Campus Management Plan (Emergency Tactical Plannin...
Guest over 1 year ago in Resilience - Administration & Configuration 0 Roadmap Consideration

Notifications: Have ability to filter Notification Send options

Within the Notifications module, the notification is sent to named Internal Contacts and/or Internal contact tags. Client has asked if, given their current notification system allows this, to select a location/country and then select a filter to e...
Steve Barnett almost 2 years ago in Business Continuity & Resilience 1 Roadmap Consideration

Need a SIM manager (similar to Tasks) in Claims Administration app

Currently users have no way to search/view SIM records without first locating the attached Claim record. We want something similar to how Tasks are setup in Claims Admin. And maybe be able to add to the HOME page as well (like we can with tasks)
Guest over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

Adjust My Tasks View - Include Eventual Subordinates

Client has a user structure that includes Supervisors and Team Leads. As a result, the Supervisor role needs to see the Open Tasks of their eventual Subordinates, but that is not an option from the My Tasks tab on the Claims Admin Home page. It ex...
Guest almost 3 years ago in CS - Claims Administration 0 Roadmap Consideration

How can I remove the function [+AddResilience - New Role]

I want to have the possibility to look the function [+AddResilience - New Role].With that I can control the possible roles in the Template
Michael Welander 12 months ago in Resilience - Plans 1 Roadmap Consideration

Ability to Rename "Default Template" in BIA Templates

Default Template is a title that can be easily mistaken by users who are not using the 'out of the box' BIA templates in Business Continuity and Resilience. This can result in oversights that require rework. Understanding that the Default Template...
Nathan Early 12 months ago in ARM - Admin, Configuration, History and Audit trails / Resilience - BIAs 0 Roadmap Consideration

Ability to dictate the From Email Address in Email Templates and Events Email Actions

Having this ability will help remove the person who is performing the workload for the Adjuster or if the Email action is triggered by an Event, the From user is not the system default email address.
Elizabeth Her about 1 year ago in  0 Roadmap Consideration

Allow user to move Pending/Unprocessed payments to a different Claim

Would allow users to move pending payments to the correct Claim before transactions are exported/processed
Guest almost 4 years ago in CS - Claims Administration 0 Roadmap Consideration

Having multi-select for owners or areas in same filtering list!

Ability to have multi-selection in same filter, example: searching for two areas or two different owners as one list
Omar Ali over 1 year ago in Resilience - Data Management 0 Roadmap Consideration