-
PROD-I-698 Lookup for PowerPoint - Provide an option to list only slides searched
Team, currently when we search for any keywords under the slides within the Lookup add-in for MS PowerPoint, the slide decks are listed out that match the keywords. While this is great, there should also be an option to only search for matching slides. Since we are able to list out the slide decks having the matching…
-
PROD-I-700 Remove hours detail from Due Date/ Complete Date/ created Date from reports
Can we remove Hours Detail from Due Date/ Complete Date/ created Date from reports (Example- See Snapshot) Use Cases: I received this request from Ciena. They will share their custom reports with their leadership team. We show the time wherever we have date fields (example: Due date, complete date), which is not helpful.…
-
PROD-I-701 Align "last updated date" and "last updated by" to the same activities for CCL
Requested by Optum, first reported as a bug. This is in reference to https://rfpio.zendesk.com/agent/tickets/22978 Today, only when a response is edited/published, will the "updated" name change. However, the user name under "updated" will change for any activities done on the QA pair. Because of this, we see name/date…
-
PROD-I-702 Need Used Count as a Column under DL Reports
This request is from Ciena. Use case: Having a "used count" in the document library report (content usage -> Document library tab) helps them identify which documents are important, and they can then remove the unused documents as part of the clean-up process. Votes 1 Comments for the idea : product-response-mgmt…
-
PROD-I-703 Need Tags Report For Content Library
This request is from Ciena Use Case: In order to identify which tags are used, they need an option to export the list of tags (from org settings) with their user count from the system. This report helps them to groom their tagging structure. Votes 5 Comments for the idea : product-response-mgmt product-response-mgmt Nov…
-
PROD-I-704 Restoring the deleted answers in bulk
This request is raised by Paul Seaman from Matrixx Software. The request is to enable users to restore the previously deleted responses from several questions in bulk Currently, we are able to restore the deleted previous version of questions one by one. And the user is required to restore his deleted response for over…
-
PROD-I-705 We should have the option to compare and edit the translated questions.
This request is from Ciena We should have the option to compare and edit the translated questions in projects. Instead of showing the translated questions in the separate popup window, we need to edit the question on the same page (of list/ grid view). Attached screenshot for your reference Votes 1 Comments for the idea :…
-
PROD-I-706 Need Bulk translate option for answers
For foreign language contributors who respond in their language, we should have the option to bulk translate the answers (English) to the source language in order to edit on the Q&A page. Use cases: If the question is in the English language, but the foreign language user replies in their language, how will the…
-
PROD-I-707 Redirect notification from RFPIO to another Guest or User without losing link
This request comes from Ciena. Guest Users should have an option to redirect notifications from RFPIO to another Guest or User without losing the link. Use case In order to get responses or comments, we occasionally ask guest users to answer questions. If a guest user feels unqualified to respond, he may transmit the…
-
PROD-I-708 Add Warning Label for Project Settings
Please see the following feedback from our client, Finastra. 1. A user spent several days preparing content to go to the Moderation Queue and had slid the "Save in Answer Library" slider on 127 Q/As. 2. Before closing the project, the user accessed Menu > Project Settings > Save Content in Answer Library and added her name…
-
PROD-I-709 Comments with @ Mentions get added as Open Tasks
Feedback from Daniels Health, they love our comments feature. However, when they use the @ mention, there is no reminder functionality. The only way to find open comments is to use the discussions menu. If a comment has an @ mention can we add that as open task until the comment is resolved so reminder notifications can be…
-
PROD-I-710 Establish a link between document library and sharepoint
This is a request from Ciena. It will be good to establish a link between the SharePoint document and the RFPIO document library. This will eliminate the need to constantly update documents, but rather the user will be able to access the link to obtain the updated document. Votes 4 Comments for the idea :…
-
PROD-I-711 Freeze filter option for project level
My customer Ciena requested the ability to freeze filters across multiple sections or the entire project. Use case: They might decide to respond to numerous sections using the same criteria, such as the same product line. In this situation, having the flexibility to choose several sections/projects, apply filter criteria,…
-
PROD-I-712 Filter Q&A pair by only one author
User wants to filter his library search by records that has only himself as the owner, but most of his Q&A pairs have multiple owners. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 7, 2022 Hi Pavithra, Thanks for the email, We will discuss with team and we will take this item. Thanks Viswa…
-
PROD-I-713 Give admin users the option to change/switch their role
This was requested by my customer Ciena To provide some training or material on what are the different views that different users (admin, team member, manager, etc) can see with their respective access right. Otherwise, the admin/super admin will not know if these users are having any issues with the access rights or not.…
-
PROD-I-714 Add "Send Mail" button to Task Page
Would be great if we had the option to "Send Mail" when on the Task page. This would enhance project management and allow clients to more easily follow up on outstanding tasks. While you can send an email from the overview page, it doesn't provide as much detail or ability to send a mail to only specific users with overdue…
-
PROD-I-715 View in Salesforce
It would be great to have a place where you could jump from RFPIO to the opportunity in CRM. I am heavy user of Gong, and one thing they do well is continue to point me back to Salesforce, which is the system of record. For those companies that have a CRM integration, we could become even more ingrained or stickier by…
-
PROD-I-716 have to have record selected before hitting apply?
When trying to hit apply from the Rec Enging, I am not able to unless I have the actual record selected. If I see the correct record, it save me a click if I can just hit apply from that record, rather than having to click on it first. See video: https://share.vidyard.com/watch/PCjNWMLwEr9TVsTaUpxFEt? Votes 1 Comments for…
-
PROD-I-717 Add templates to Google extension to support Google Slides
I have had three demos this week that have looked at the PPT LookUp functionality and asked if we have that for Google Slides. The three prospects were Promevo, Introhive, and Memora Health. Is it possible to add the ability to apply templates to google slides from the Chrome extension? Votes 15 Comments for the idea :…
-
PROD-I-719 CCL - Ability to sort based on Last used date for all Q&A Pairs
Client is Beth Bissell from Stibo systems. While using Last used date filter, they'd like the ability to sort and there by filter content based on the last used date. Beth says that -This feature is extremely helpful when trying to isolate information that is not being used so we can purge it from the system. She also…
-
PROD-I-721 Review notifications going to too many users on a project
Review-ready notifications were found to be going not only to reviewers, but also to Primary Contacts and authors. This is causing confusion. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 11, 2022 Hi Amity, Thanks for submitting the idea and sorry for the delayed response. There is a…
-
PROD-I-722 Project Notes Export to have the Question Number
This was requested by Infosys. When the project notes is exported, the excel sheet has section name and Question. They feel the need to have an extra column which shows the question number from the project, which is the unique number marked and imported from the source file. With this feature they feel that they can easily…
-
PROD-I-723 Option to remove Save in Answer Library toggle for users in Custom Roles
When customers are creating custom roles, it would be beneficial for some to have the option to remove the Save in Answer Library toggle from authors. This will save time for those who are assigned as moderators/ will help manage content for groups who don't have bandwidth to set up moderation. Votes 6 Comments for the…
-
PROD-I-724 More control over the "Welcome message" after you turnon the new UX
From Microsoft: "It says things like use De-dupe and update managed content. 98% of our users do not DO THESE TAsKS! This will be very confusing. This is the third "page" of the welcome to the new UI pop up." - Rhonda Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt Oct 7, 2022 Hi Michael, Thanks…
-
PROD-I-725 Only show Moderation and Review tabs to users that have access
From Microsoft: The Moderation button shows to Field users upon accessing the Content Library - we do not want them to see 'Moderation' as this will spark Qs. (they cannot access) Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Oct 7, 2022 Hi Michael, This is the expected behavior. We have…
-
PROD-I-726 Word/character counter for Content Library
The response field in Projects has a word and character counter, which is very helpful for clients facing limits for either of these in a proposal. Some have mentioned that this feature would be helpful in the Library as well, especially when creating a short-form version of content for alternate answers. Votes 2 Comments…
-
PROD-I-727 Highlight colors in RFPIO align with highlight colors in Word
The preset highlight colors in RFPIO do not have the same color codes as the preset color codes in Word. This presents a challenge as 1. our clients are accustomed to the Word palette and 2. the color that indicates annotations (internal notes, footnotes, endnotes) is the same as the word highlighting color. When we…
-
PROD-I-728 Partial Word Search Default
Customer Karl Storz asked about having partial word searches defaulted in a search instead of having to use a * when searching the content library. Acts more like a find and search when searching a document or webpage. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 7, 2022 Hi Melissa,…
-
PROD-I-729 [filename] merge tag for Content Library
Would like the [filename] merge tag to be functional in the content library and pull the file name from an attached document (or multiple documents). This would allow for more consistency in responses when an updated version of the document is loaded with a new file name. Votes 4 Comments for the idea :…
-
PROD-I-732 Ability to hide "Primary Documents" field when creating an Intake or Project from SFDC
Would like the ability to hide the "Primary Documents" field on the intake/create project form in SDFC. Client requesting is Accruent. Votes 10 Comments for the idea : product-response-mgmt product-response-mgmt Jan 10, 2023 HI Nicole, The Primary documents is SFDC converts it to import file in projects. Can we connect on…