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PROD-I-632 Consider Section Templates to be made part of CCL
Are we considering moving Section Templates into the CCL? Customers like having QA pairs for use of the Recommendation Engine + Auto Respond, while Section Templates are not included in that search capability. Though sometimes, customers want to use the content/information written in their Section Templates, but they…
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PROD-I-633 Limit Table Answer Type V2 to Projects until fully supported in CCL
Following the launch of the CCL, the updated import process/interface was brought to the module and that also brought along the Table Answer Type V2. However, per a ticket I had submitted regarding unexpected behavior experienced while using that, it was shared that the answer type is not yet fully supported for the CCL.…
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PROD-I-634 Foot Note Annotations don't seem to be available in the new UI
in the old UI I had an option to add a footnote through the annotation capabilities but in the new UI there is a drop down but I can't click it to change the option away from internal to footnote. Votes 1 Comments for the idea : Ian Bartlett Aug 22, 2022 I encountered this as well. I submitted a ticket #22364 for it. While…
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PROD-I-636 incongruent menu items in "your account"
when you go to "your account" to set the default landing page, it still sals Answer Library and Document Library, instead of Content Library. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 7, 2022 Hi Konnor, Thanks for the feedback. We will discuss with the team and consider it for future…
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PROD-I-637 Role assignment based on the attribute they have in their IDP provider
have attached of In SSO configuration we do have option to create users profile in our application automatically when they are assigned in their IDP. However, the users get provisioned based on the role that we set in JIT or SCIM, so ideally every user comes in the same role, and manually we need to go and change the role…
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PROD-I-638 View Import File from Questions
This feature was requested by a client who was previously using Loopio and feels that it is most required for easier access of the import file. Instead of going back to the menu from the question we are answering, a button at the section level to click and view the import file in a new window for detailed instructions from…
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PROD-I-639 Ability to re-size Response fields for Table answer type
This enhancement request is on behalf of Emily McGiffen of Gamma. They have marked a table as an Answer. Said Table being larger with that of multiple fields, they are forced to scroll down multiple times to make edits/changes to the table. They requested the ability to re-size the response field. I think to undock and…
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PROD-I-640 Customize custom fields which are viewable at the top of the project page
My customer (Dynatrace) has a custom field which they use for their project number. This helps them identify a project internally and is used more than the project name for ID purposes. In the classic UI, this project number is displayed on the top of the page when they are in a project, so they can easily know what…
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PROD-I-641 Inclusive Language Checking
Dawn Carroll from Atlassian has asked if we could develop some inclusive language flagging feature. Basically, they have a list of terms that they want to ensure they are not using in responses (such as blacklist/whitelist, etc.). They are hoping we could develop a feature to flag when any terms from their list are used so…
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PROD-I-642 Unable to report on how long between intake created to intake accept/reject
PureStorage would like to know how long Intakes sit in the queue, so they can evaluate for continuous improvement. In custom reports, we provide Created Date. Even Updated Date. But no Accepted Date, Rejected Date, Archived Date. <--- Please add these. Votes 2
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PROD-I-643 Update Language Metadata to match newly available Translated Languages
Team, can we update our Language metadata within the Content Library (same within the Classic UI too) to include newly supported languages. For e.g. When we translate a Q&A pair to British English and then add the Q&A pair, the Language metadata is blank and there is no option to add the same. Only when the Q&A pair is…
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PROD-I-644 Integration of ZOHO CRM in road map
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
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PROD-I-646 Selected Role Attributes -
When a new user is being added to the system there is a prompt that says "Do you want to apply Selected Role and Attributes to all new Users", but if you say "no" you continue to get a pop up. This should be asked once or configured as a preference elsewhere in the organization settings. Votes 1
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PROD-I-647 Team members field to be made Required in SFDC Intake creation page
Received a request from the client that it would be useful, if the Team members field is made Required one in SFDC Intake creation page as the Sales representative would be able to fill in the field when requesting the intake without missing to update the team which is involved in the deal. Votes 1
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PROD-I-649 Restoring Deleted Questions in a Project
This request is from my client ADVA. They are looking for an option to restore deleted questions from a project. Currently we have the capability only to restore a whole deleted section, where as if individual questions were deleted there is no restore option. Also Within the Activities overview, there's a link to the…
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PROD-I-650 Subscribe when new versions of documents added
Client had asked to be notified each time a new version of a document was uploaded to the document library by other team members Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt Oct 7, 2022 Hi Alexis Thanks for your feedback. We will discuss this with the team and get back to you. Regards,…
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PROD-I-651 Project description field to be made available in custom reports
Hi team, Rosemery Kane from Cigna Corporation raised an enhancement request that in custom reports project description field should be also made available. The reason for this enhancement request is-> It is not helpful for the client to have a report of project description. So this will be helpful for them to have a report…
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PROD-I-652 Google Docs & Google Sheets - Project from LookUp Enhancements
I was working with a prospect that is receiving bids from Smartsheet and Google Sheets. When testing our ability to create a project using LookUp, I could not mark within Google Sheets. I tried this in a Google doc as well and could not. I would like to be able to use the "Icon to add by selecting text" and it pull in the…
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PROD-I-653 Create Folders for Documents in a Project
There is currently no way to organize Docs in a Project. When customers have many, many files to include, it just appears as one long list of files in the Project Documents. My client from BAE Sys would like a way to "create folders" in their Docs page. I'd like to suggest also, if the folders can be exported within the…
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PROD-I-654 Popup for metadata when saving to answer library
Officespace has asked and many of my other clients would benefit from a popup where they could add tags, collections, owners etc. to questions they are saving from a project to the content library. That way they do not have so much content cleanup because they are reminded. Votes 1 Comments for the idea :…
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PROD-I-655 RFPIO time tracking
Hi team, Stacey Richards from Herff Jones raised an enhancement request. , The client expected RFPIO time tracking to be available separately for the users to read RFPs for first time users while responding RFPs, users while reviewing RFPs, The use case client mentioned for the request of this feature is, "We feel like a…
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PROD-I-656 Request to increase the list of users displayed in New UI
Client is Chelsey Mathews, of OKTA. She says "With Okta being such a large organisation, we have many employees that share the same name. When I attempt to tag a colleague in the comments of a question, I am only given the first 30 people with that first name. For example, I am trying to tag my colleague Matt Immler but…
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PROD-I-657 Update NPS email template
Sankar and Michael F have asked can we please update the Low NPS Score email template (see attached) to also show the Account AM, and then please add the AM and Michael F to the email distribution for this email. Votes 2 Comments for the idea : Mark Clark Sep 15, 2022 Hello, today we had an additional email sent out which…
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PROD-I-658 Add section filter to the content library facets
Hello Team, My customers request this frequently, particularly Golding Capital, Visual Fabricate, and Alayacare. There are few others which I don't remember. Normally, their historical contents are classified/segmented by sections, but tags are used to categorize them when they upload to the library, but there are no…
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PROD-I-660 Overview tab showing pending review for completed questions in Questions view
Rohan from Adenza has requested this enhancement. When we view a project for which the Review status is complete in the overview tab, in the Sections view , it shows all as complete (refer image 1), but for the same project in Question view it shows Pending reviews still present (refer image 2). This is because the review…
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PROD-I-661 Bulk tagging in new UX
Tried bulk tagging in new UX , but unable to create one on the fly, the system provides only choices of already existing tags. But the same function is working well in classic UI Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Sep 15, 2022 Hi Sridevi Thanks for the email, We do have bulk update…
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PROD-I-662 Annotation preservation through manual style changes
I was alerted to this issue by my customer Hellman & Friedman. When using annotations recently but also trying to address a content format clean-up and overhaul, they found that existing annotations are wiped out when they manually apply a new style to the content. I found through testing that using the bulk 'format…
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PROD-I-663 Ability to set default landing page for users at user creation
This issue came through conversations with FinancialForce. They were hoping to be able to curate the landing page for users as they created them in the tool. However, it is not possible to set the default/starting landing page for a bulk addition of users. It is something that can be set only by that user themselves in the…
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PROD-I-664 Content Library filter and/or facet for created by
My customer Vizient is wondering if we could add either a filter or facet in the content library to filter to content created by specific users. Basically, different teams will moderate content coming from different users and they'd like to be able to filter to that easily without having to go into the activities of each…
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PROD-I-665 Due Date Notifications in Slack
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…