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PROD-I-666 Bringing character style type in response template dropdown
When a new template is created not all the styles defined in the document is available in the style dropdown. We do not bring character style type in response template dropdown. Fetching all the styles defined in the document including character style type would be super helpful. Votes 3
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PROD-I-667 Cursor Behaviour - Optus
| Hi Team, please find the below mail from my client Optus about the cursor behaviour; There is an irritating behaviour with RFPIO on the way it manages your cursor (index) position in a section (list). When you are at a particular item in a section with the question view and you update the question or any item and you…
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PROD-I-668 Online editing of documents in projects component - AFAS
This request is for my client AFAS. They are looking for a way be able to edit documents in the project component when added as an attachment. Since their work is mostly based up on tasks there is a need for multiple users to collaborate in a single document. As a work around enable ' Office Online ' option and requested…
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PROD-I-669 Option to change the date format for custom field merge tags
Currently we can change the date format for system defined fields like 'ProjectDueDate' by changing it in user profile and the same reflect when the merge tag is used. But for custom field merge tags, the default and only format for date is DD-MMM-YYYY. Adding more formatting option would be useful. Votes 1 Comments for…
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PROD-I-670 Allow Search Past Projects to be role-based when the client has custom roles
This request is from Hyland, and I see a use case for all larger clients, both MM and Enterprise. They want to be able to restrict access to Search Past Projects to a limited group of users. These users would be allowed to bring content back into the CCL correctly and would know to get it updated, etc. They would also be…
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PROD-I-671 Customize Notification Emails
Evernorth is asking to be able to customize emails without having to go through Support. This has been a request Evernorth and Cigna have had for a long time. Current use case is they have 1 automated email that goes out to all new users of RFPIO, however, is there a way to create another email and customize it to just the…
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PROD-I-672 Integration with Workday Strategic Sourcing, Zycus, and VMO sourcing
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…
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PROD-I-673 Remove Comments in CCL
Enhancement request for Genesys. They want to be able to remove comments, specifically in the CCL. They have users who are not always polite with their comments and there's no way to delete them. I've gone over retraining and professional rules of enagement; however, they continue to have issues. Is this possible? Thanks!…
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PROD-I-674 Question ID to be exported along with Project report - Fujitsu EU
This is request is from my client Fujitsu EU, who has asked for the capability of exporting the unique Question ID as part of the 'Project Report'. Since they will have to export the project at multiple stages and the same project will be uploaded to their Teams/sharepoint and additional columns will be added to gather…
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PROD-I-675 Track Changes from customer sent revised file - Fujitsu EU
Hi Team, This request is for my client Fujitsu EU. They are looking for a way to be able to track changes from an original RFP document and a revised RFP document sent from client. Please find below the mail from the client and also the screenshots for reference. "Dear Abi As promised, here you have an example from the…
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PROD-I-676 To send out an email once a team member is added in a project - Microland
This is to ensure that even before the users are made as authors / reviewers they should be notified that they are assigned under the project, and also to be able to review any documents attached at the project documents tab. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Sep 20, 2022 Hi…
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PROD-I-678 Option to add project custom field under addtional filter in workflow
Hi Team, This request is for my client Microland. They are looking for an option to set up workflows based on different project custom fields that were created. Votes 1
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PROD-I-679 Notification Dates Are Confusing Between Project Due Date and Individual User Due Date
Client would like to have due dates be clearer on the notifications. LOTS of users look at the Project Due date, but do not read the email further to see when their work is due. I had users with this challenge, too. It's easy to guide users to explain this; however, LOTS of SMEs don't listen to this advice! It's very…
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PROD-I-680 Google Sheets & Drive Project Import/Export
Client Mambu is requesting enhanced functionality with Google Docs & Sheets. Would like the ability to import Sections, Questions, & Answers directly to a project and export back into the Google Doc/Sheet Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Sep 19, 2022 Hi Nicole, Thanks for bringing…
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PROD-I-681 Google Drive Live Sync
Client Mambu is requesting a Live Sync between Google Drive & RFPIO. EG: if a document is attached via Google Drive, then that doc is updated in Google Drive, it will automatically update the doc/attachment in RFPIO Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Sep 19, 2022 Hi Nicole, Thanks…
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PROD-I-682 Re-add the Check Mark to closed comments in the AL
This request is directly from Fiserv, but Genesys has also asked for this functionality. They would like to have the check mark back for closed comments. There may totally be a reason we did away with this in the new UI, so if we can understand that, we can explain it :) Here's the feedback from Fiserv: Thanks for looking…
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PROD-I-683 One minute videos for customers to understand a feature easily
This is more from a training and an onboarding perspective. Little videos explaining the features will have a better product adoption and will drive self-adoption. Votes 1
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PROD-I-684 Notify Author/Reviewer/Guest
Add the ability to send a message to assigned authors/reviewers for uncompleted work. Would be great if you could do this either via the Overview page or the Section List or within a Section. Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Sep 20, 2022 Hi Nicole, We have the option to send a…
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PROD-I-685 Reorganize subsections by bulk
We are unable to move the sub sections from one parent section to another section in bulk. We need to manually edit each sub-section separately to identify a new parent section. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Sep 20, 2022 Hi Jegadish, I can understand, it is difficult to go…
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PROD-I-686 Show style applied to response
It would be helpful if the current applied style to a response was displayed so that the user does not have to click the style tool and scroll through the drop down to see which style has been applied. Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt Oct 7, 2022 Hi Pablo Thanks for the feedback.…
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PROD-I-687 Mark Answer as Table vs Mark Rest as Answer Usage in New CCL
In the new CCL, suppose the importing word document contains table in each answer, the we are expected to mark every table as "Mark Table as Answer". But assuming a scenario where there are hunderds of tables as part of the answer, the user is expected to mark hundred times the table. With the new CCL expected to be more…
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PROD-I-688 Restrict access for roles to edit styles via AL
Roles with no permission to 'Organization settings' are able to edit styles via AL. Client wants to restrict a set of users from editing the styles in the application and so disable access to 'Organization settings' for their role. Currently, even though users don't have access to Org settings, they are able to edit/update…
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PROD-I-689 Remove content in review from user view
My customer Beeline has noted that they'd like to have content that is currently under review removed from view of their users (similar to what we offer in moderation). Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 7, 2022 Hi Tara, Thanks for the feedback. We will discuss with the team and…
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PROD-I-690 Retain Document Library Link - Check by default in new CCL
Hi team, I've noticed that in the new CCL, the "retain document library link" is turned off by default so users need to remember to turn that on when they attach documents. Can we please have this turned on by default? Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Sep 26, 2022 Hi Tara, Thank…
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PROD-I-692 Adding multiple new users - UX improvement
When adding multiple users with the same role/attributes, despite me knowing I have to hit 'Apply to all new users' I invariably forget, causing more clicks to update the other users. I'm sure customers must experience this too.Can we add pop-up warning if you only make changes to one new user profile before hitting…
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PROD-I-693 [Copy] Remove Comments in CCL
Enhancement request for Genesys. They want to be able to remove comments, specifically in the CCL. They have users who are not always polite with their comments and there's no way to delete them. I've gone over retraining and professional rules of enagement; however, they continue to have issues. Is this possible? Thanks!…
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PROD-I-694 [Copy] [Copy] Remove Comments in CCL
Enhancement request for Genesys. They want to be able to remove comments, specifically in the CCL. They have users who are not always polite with their comments and there's no way to delete them. I've gone over retraining and professional rules of enagement; however, they continue to have issues. Is this possible? Thanks!…
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PROD-I-695 Removing users in bulk
User wants "Remove Users" in bulk process. Selecting multiple users and remove them in bulk instead of doing it individually for every single user. Votes 1
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PROD-I-696 Mapping (new UI) - change highlight color on mapped vs. selected areas
When mapping a document, the selected areas will be displayed in a light blue highlight. However, other areas in the doc that I have already mapped are also displayed in the same blue highlight. It would be less confusing when mapping a doc, if we were using a different color on already mapped areas vs. areas I am actively…
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PROD-I-697 WYSIWYG Word Template Designer
A kind of far out idea for a "What you see is what you get" (WYSIWYG) Word Template Designer: Currently, we require users to have access to MS Word in order to design/set up a Word Template for their Project & Proposal Exports. However, I am seeing more and more new customers that work primarily in GSuite applications (not…