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PROD-I-510 Suggest Less the Content
When a user does not want the specific content in recommendation at the top, they can SUGGEST LESS(do not show in recommendation) the content so that it will not be the best match (most relevant) henceforth. This also enhances the Auto Respond Engine to pick the best answer that the user wants. Votes 5 Comments for the…
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PROD-I-511 How to view all questions with add to library setting turned on
Hello, We received this feedback ticket from BlackRock. This on viewing question with save to answer library turned on while answering in the project. While checking this we unable to segregate it as there wasn't an option to generate the result apart from generating a custom report as there isn't an option to select save…
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PROD-I-512 Pull details from files when uploading into Content Library
When a user does a file upload from Local Computer / Cloud Storage, there are some details stored in that file say tags, title, subject, category, etc., which we can pull at the time of upload. Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Jun 24, 2022 Thanks for the email, We can integrate…
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PROD-I-513 Show prompt when file upload is too large
When adding a document over 100 MB there is no prompt or error that shows that the upload will fail. The UI just spins infinitely. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jun 24, 2022 Hi Phillip, As of now we show the text message saying that file size has been exceeded, can you please…
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PROD-I-514 Enhancement: Do not allow Sections to be Marked Complete if Questions are 'Required'
1) Current state: * Authors/Reviewers can 'Mark as Complete', 'Submit for Review', or 'Complete Section', even if some Questions have not been Answered. Enhancement Request: * If Questions are made "Required", then Authors/Reviewers should not be allowed to Mark as Complete until all assigned Questions have been 'Marked as…
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PROD-I-515 Bug Fix in New UI
Hi Everyone, When updating and completing a project earlier I found that no stage is showing in the "complete project" window. The project is properly updating after saving but there seems to be a bug preventing the update from appearing when selected. I've attached a short video showing the issue. Votes 1 Comments for the…
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PROD-I-516 Allow related words sets to be sorted alphabetically
Vizient is currently adding quite a few related word sets to their instance. They are finding as they add them though, that the inability to reorder them is making it difficult to use. Ideally, if the word set could be ordered alphabetically by the first word in the set, this would make the list easier to manage/maintain.…
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PROD-I-517 Authors or PPC not aware of Guest completion of assigned questions.
When a guest answers to a assigned question, there's no notification about it to the author or the Project Primary contact. Authors have to check manually every time for each questions on the status of guest assigned questions. Votes 4 Comments for the idea : product-response-mgmt product-response-mgmt Jun 28, 2022 Hi…
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PROD-I-518 Ability to add standard reports to a custom dashboard
Right now, we cannot add standard reports, like the user report, to a custom dashboard. I would love to be able to show a filtered version of the user report on a custom dashboard. Votes 9 Comments for the idea : product-response-mgmt product-response-mgmt Nov 17, 2022 Thank you for the idea, Mattie. Will check if this can…
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PROD-I-519 Expand/Collapse View for Alternate Responses
This is from Edmentum: They are heavily using lengthly alternate responses within their content library. This requires users to extensively scroll through all the responses to find whether or not there is a response they can use. Having the alternate responses collapsed by default so they can see the response header only…
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PROD-I-520 Ability to collapse or expand parent section in Section view of project.
When an RFP is real huge and contains more sections which in turn contains many sub sections and sub sub sections, the need to scroll to go the sections at the bottom is a really huge task and is really time consuming. The option to collapse the parent section will reduce the scroll time to reach to the sections in between…
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PROD-I-521 Expansion of Section Template without Hitting Down Carrot
When users are assigned sections to edit text, you currently have to hit the down carrot to expand and see the text box in its entirety. I thought this may have been submitted but it's a large pain point for potential churn (Community Brands) who say their users can't work in their section templates because their text…
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PROD-I-522 Ability to add hyperlinks
Often times clients receive RFP's that include hyperlinks that takes the user to a link (example: Code of Conduct) that they have to review and agree to in the RFP response. Right now when you import the question within a project it will display the entire URL within the question vs. containing the hyperlink. Clients would…
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PROD-I-523 Expand project descriptions by default
Right now project descriptions are minimized within the new UI. This allows descriptions to be easily overlooked. Clients would like this expanded by default and then they can have the option to minimize. Votes 5 Comments for the idea : Tara Kolinsky Jun 28, 2022 I have had a few customers request this as well including…
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PROD-I-524 Open link in new tab (project activities)
Hi team, I'm not sure if this is an enhancement request or a bug. In the old UX, when viewing the project activities, you could right click on the activity to open it in a new tab. This allows you to keep the list of activities list open, while viewing each individual activity which is quite important when going through…
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PROD-I-526 Content Merge Tags to store a block/multiple lines of content
Team, currently the 'content merge tags' can store only a single line of content rather than hold a block of content that has multiple new lines. * While it makes sense to have them limited to a single line so as to be able to easily insert the same within existing statements there are scenarios where we would not need to…
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PROD-I-527 Text Area' custom field outputs information in multiple lines as a single line
Team, currently the 'Text Area' custom field outputs information stored in multiple lines as a single line (where the new lines get replaced as spaces) when added to a response field. Since we have a 'Text box' & 'Text Area' type of custom field, the latter is clearly meant to store multi-line information. Users creating a…
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PROD-I-528 Conditional/Nested Merge Tags & Custom Fields
Team, we could enhance our custom field and merge tag functionality by bringing in conditional as well as nesting logic. An good e.g. to illustrate the same would be as follows; * A customer who needs to associate an Account Manager (AM) to a project would do the following; ** Store the AM details as 'content merge tags',…
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PROD-I-529 Partial Answers Visual Cue/Representation in our UI
Team, we need to bring in visual cues to indicate Partial Answers in the Sections View (or at least have the pop-up indicate the Partially completed Q&As similar to completed Q&As (as shown in the attached snapshot) and the Questions View. Ideally, maybe an asterisk (*) or exclamation (!) next to the completion bar along…
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PROD-I-530 The ability for us to make custom ‘expression’ fields based on other populated fields
E&Y is looking to sign up in Q3 and will be an enterprise deal (200-700k potential) and the ability to make custom expression fields is crucial. Example: "If the project has 5000 questions AND is a 1 Billion Revenue company, THEN the project is considered High Priority". Votes 1
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PROD-I-531 Bulk Delete loaded styles
Currently, when updating or removing styles under Org Settings>Company>Company Features>Content Formats, you have to delete each style individually. When companies are adjusting their styles, this can be very time consuming. It would be good to allow a way for users to delete loaded styles in bulk. Votes 1
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PROD-I-532 Invoice management reconciliation
Companies are constantly capturing invoices from their vendors, and they all come in different formats, using our data recognition in RFPIO and the tool to select sections we could help companies export invoices and automate the process when they move them to their reporting tools (Excel, SAP or ServiceNow). At the moment…
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PROD-I-533 Ability to see how many new Q&A pairs come from projects vs. AL Upload
Use Case: Content Managers and other roles within the response management team would like the ability to see how many new Q&A pairs are being added to their library through the completion of projects (Save to AL in project) and how many are coming from either a document upload or an individual Q&A add directly to the…
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PROD-I-534 AL Insights Report - add number of q/a pairs tagged/not tagged
When preparing for client calls, I often check how many q/a pairs are tagged vs. not tagged in their Answer Library. The Insights report shows the number of content with owners, review cycles, and content used. Could we add the number of q/a with tags/without tags? Votes 1 Comments for the idea : Darshan R Aug 1, 2022 Hi…
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PROD-I-535 Group by multiple fields in custom reports
Kaiser is requesting that we enhance custom reporting to allow for the ability to Group by more than one field. I also think Cigna, Evernorth, and Cerner would find value in this enhancement. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Nov 10, 2022 Thank you for the idea, Kendall. We can…
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PROD-I-536 MAXQDA Formal Request
Kaiser is requesting that the Compliance Matrix feature to be able to pull from more than one Project. Biggest reasons: Having all content in one place. Analyze and draw insights across all RFPs and Projects. Trends across what customers are asking them so they can make sure their content addresses the questions…
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PROD-I-537 Allow clients to have their specific Default Template to export content out to
Kaiser (and other clients) have requested that we allow them to export content out of hte AL in their own Template that they can set as the Default. A lot of clients find that our templates are not helpful for them and it causes them to do more work than needed to get the document to how it should look. Votes 2 Comments…
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PROD-I-538 Project responses - Radio buttons
This request is from Kaiser: If importing a file into a project and they select radio/check box in Answer Type they have to give it values. If they then come into another question 5 sections later, they can't have new values for those radio buttons. This came from a support ticket from our team. Votes 1 Comments for the…
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PROD-I-539 Make default project task name editable
Because this is the name that shows up on the calendar view in My Work, it would be helpful if clients could rename them to something that differentiates one project from another. The currrent name of the task is RFP Submission Due. My recommendation would be to make the task - [Project Name} Submission Due Votes 1…
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PROD-I-540 Reporting on Project Stage Comments
The ability to add the project stage comments to a custom report would be very helpful in our reporting. If we use this as a closeout comment field, we can't pull the data into a report so the tracking is very manual. Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Jun 30, 2022 Hi Kendall,…