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Our Salesforce integration, while very capable, is beginning to look very dated. It uses old branding colors and logos, and actually using it to create a Project, Intake, or Proposal leverages old screens that don't reflect our new UI. Given this is one of our most popular and high-profile integrations, it needs some…
This came up in a demo today. In Salesforce, I am not able to upload images as supporting documents by clicking through Local Computer > Attach Files. The workaround was that I could drag and drop the images as supporting documents, so I assume this is a bug. Here is the vid -…
I just noticed that MS Teams does not have the same functionality as our Slack integration. Specifically the ability to respond to comments and that response be pushed back into RFPIO. Daniels Health pointed this out to me. Votes 4 Comments for the idea : product-response-mgmt product-response-mgmt Aug 11, 2022 Hi Ryan,…
Hello team, I present here a requirement from one of the client who prefers a ZOHO CRM integration. I would like to understand , if we have any plans of this is the near future. If so , what would be the timeline. Votes 1
As we have been testing the Gong Forecast Beta, there notification to remind me and the reps to submit a forecast is very nice. It's engaging, informative, and provides insights into what action steps to take next. I have provided a screen shot. It would be great to have these types of reminders go out in Slack about…
Hi All, The Evernorth team is requesting integration with Zycus (I believe we've evaluated this before for another client), Workday Strategic Source and VME sourcing. I've found sites for Zycus and Workday, but not for VMO sourcing. I believe that's an industry term, rather than a specific company. Can we please consider…
This is from Spirent Communications. Via SFDC, when they click on create project, an error shows 'you do not have access to create project' for a fraction of a second. As checked from our end, we are receiving the error for a fraction of a second, where in the system basically, looks if we have access or not. Then…
MicroFocus is wanting an integration with SMAX with the following criteria - "as we use SMAX for the request and would like to transfer key fields from the SMAX ticket to the RFPIO project. Also interested in seeing if we can transfer back data from the RFPIO project back to the SMAX ticket." Votes 4
I was curious if we've ever considered outsourcing API integrations using IPaaS platforms like SnapLogic (https://www.snaplogic.com/) or something similar. If we don't have a native integration that a customer is requesting we could partner with this kind of platform to more easily integrate with third party tools. Votes 1
Adding more request items to S4 for Business Units https://rfpios4.ideas.aha.io/ideas/PROD-I-76 Kyruus is looking at setting up their Business Unit workflows and noticed that flags and custom fields cannot be identified based on Business Unit type. * The only way to delegate custom fields to a specific Business Unit is to…
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