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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.

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Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Roadmap Consideration
Created by Amanda Feest
Created on Jul 1, 2024

Plan/Document Properties Should Mirror Template When Imported

I recently recreated a bunch of plans in a client's instance via import. I expected that the plans would copy properties fields, e.g., footer text, from the template the plans were based on. This did not happen and Support told me it's because if you are creating a plan via import, it does not look at the template for properties fields. That does not make sense to me and I'd suggest we modify functionality so that if you create a plan based on a template, it brings in all aspects of the template that you'd expect whether you are creating it via import or not.

Solution Platform Business Continuity & Resilience
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