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PROD-I-764 Default "queue and notify later" in Org Settings
Nuveen has requested the ability to set a default in Org Settings for "queue and notifiy later" Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Oct 21, 2022 Hi Kimberly, Thanks for submitting the idea. In the current implementation, once the user has enabled Queue and notify toggle it will be…
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PROD-I-765 Display Announcements More than One Time
This came up during our Cigna/Evernorth onsite last week and I believe it's a really valid request. The group did discuss it with Heidi from Evernorth and she's provided this enhancement request for our Announcements feature: Hi Monica, Per our discussion, in office, I noticed that the announcements can only be viewed…
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PROD-I-766 Adjusting Completed Date of Project
Esko would like to be able to modify the 'Completed' date from the 'About' screen to ensure that 'Project Completion' reporting is accurate. Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Oct 21, 2022 Hi Christopher, Thanks for submitting the idea. May I know why the ESKO would like to have the…
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PROD-I-767 Catalog Merge Tag visibility on Proposal Generation
Team, if we have catalog merge tags added to a section template currently, they continue to remain within the final generated proposal even when no catalogs to a few catalogs have been selected (refer snapshots). Ideally, if a catalog isn't selected then the catalog merge tag shouldn't be visible on generating the…
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PROD-I-768 Usage of Catalog Merge Tags outside of Proactive Proposals
Team, currently the catalogs work only with the Proactive Proposals/Proposal Builder, since the choice of catalogs is available only in the Proactive Proposal workflow. If we try to add a catalog merge tag, the same is never shown or suggested like the regular merge tags within a Section Description or Q&A pair under a…
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PROD-I-769 Section Templates - Bulk Management & Other Enhancements
Team, while we wait on Proposal Builder 2.0, can we try to get the Section templates to be a little more organized. PFB a video snippet highlighting the same summarized below - https://player.vimeo.com/video/652396524 (https://vimeo.com/652396524/d1c1ced31b) Summary: 1. Saving a section without the associated sub sections…
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PROD-I-770 Save in AL - option to retain QuesNo. with the QA pair
Can we allow the option to retain QuestionNo. when saving QA from Project to CL? When there are repeat projects/questionnaires, clients want an easy way to "Refer to ques #1.1" - however, our Save in AL does not currently have the option to retain QuesNo. with the QA pair. They also want to be able to search the QAs based…
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PROD-I-771 Moderation Efficiency for the Content Managers
Hello Team, Here is a request I am raising for a customer of mine, Synamedia. In the content library moderation view, the Q&A s of the projects are all mixed compared to the order in the RFP file. When the moderator has to manage the content and moderate the answers to an RFP, he/she will be more efficient if he/she has…
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PROD-I-772 Table export top and bottom
Clevr requested the ability to export a section where the question appears in a row above the answer cell. Right now, the table exports the question into column a and the answer into column b. They are looking for the ability to export the question in row 1 and the answer in row 2. I'm not really sure if it would benefit…
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PROD-I-773 Allow images when adding q&a pair from slack integration
Currently, when adding a new Q&A pair from Slack, you cannot include images in the response field. I think we should add that ability. We did receive this direct question from a prospect today. That's what made me aware that this is not currently available. Votes 3 Comments for the idea : product-response-mgmt…
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PROD-I-774 CCL Document Update Metadata
Documents should not appear under the unassigned label on the project name tab. Or Documents should have the field to place a project name. Customer finds it confusing that under unassigned all the uploaded documents are listed. Votes 2 Comments for the idea : Tara Kolinsky Oct 21, 2022 I would agree - this is confusing to…
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PROD-I-775 Do not mark Q&A's as answered when importing project
This feedback was provided by Esko: When importing a document w/drop downs etc that have a pre-populated value that isn't an answer option we should not import the Q&A as answered. If the following three statements are true: * The Answer Field is restricted to specific options (dropdown, radio, combo, etc.) * The Source…
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PROD-I-776 Questions/Subquestions handling within project
Feedback provided by Esko: If a Question contains Sub-Questions, but does not require an answer itself: 1 - It should not be counted as a question when reporting 2 - It should not be necessary to 'Mark as Answered' or 'Review' Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Dec 12, 2022 Hi…
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PROD-I-777 Mark Dropdown answer type with options available in consecutive rows.
Hi team, There is a multicolumn dropdown option available. Similar to that feature, the client is requesting for a dropdown option that can carry multiple texts available in consecutive rows as options for that dropdown. Attaching the screenshot for that type of question and answer required to be marked. Regards, Sneha…
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PROD-I-778 Bulk sharing content in CCL
It seems the only way to bulk share content items in the Content Library is to first load a saved search. If you simply select a series of items in the list, Share is not an option in the bulk actions menu. Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Oct 27, 2022 Hi Wayne Good day to you,…
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PROD-I-779 Viewing and Merging Similar Content in New UI can be more convenient
In Classic UI 'Compare & Merge', user can determine which Q/A should be retained while merging contents form (i.e., on the fly) by clicking the arrows highlighted in green in attached image. In the new UI, Q/A that should be retained (dominant Q/A) always stays in Right and the Q/A that is to be merged into the dominant…
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PROD-I-780 Reporting on authored/review counts
Reporting should only attribute authored/review counts to the users who 'mark as answered' or 'mark as reviewed'. Currently, if a Question has multiple Authors/Reviewers assigned, all assignees are recorded as Authors/Reviewers regardless of who actually provided or reviewed the response. This skews reporting considerably.…
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PROD-I-781 Sections with no questions, but contains subsections
If a Section only contains Sub-Sections: 1) it should not display 0/0 questions 2) it should not need to be Marked as Answered, Reviewed & Completed feedback from esko Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 31, 2022 Hi Christopher, Thanks for submitting the idea. May I know why the…
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PROD-I-782 Project Guest Store Previous Emails
My client HR Strategies Consulting, Inc. suggested if we can store previous guest emails when assigning in Projects. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 31, 2022 Hi Joanna, Thanks for submitting the idea. We have a email report where we will store 30 days of email history. We can…
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PROD-I-783 Update/Edit Responses Within Auto-Respond
Ability within Auto-Respond to edit/update response (to moderation) and/or vote response as the strongest response. Vendorpedia has this capability. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 31, 2022 Hi Brandon, Thanks for submitting the idea. This will be good addition to the Auto…
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PROD-I-784 Embedding File Upon Export
Hi Team, Client would like the ability to embed file as a clickable hyperlink upon export. Currently, we are able to embed the file as an "object" but client would prefer it as clickable vs. just a reference in the exported project. Votes 2
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PROD-I-785 Add "Total Questions" column to Executive Summary Report
Client Requesting: Charles Schwab When exporting the Executive Summary there is no column that shows the total number of questions answered per project (it shows number of question by how it was answered ie: manually, auto-responded, etc) Client has requested that an additional column be added to the Executive Summary that…
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PROD-I-786 User dislike the landing page for the Content Library
User strongly dislike that the landing page for the Content Library is the same list of content records. He don't want to see ALL records unless he need to. Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt Oct 31, 2022 Hi Pavithra, Thanks for the email, regarding landing page we removed based on…
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PROD-I-787 Adding all the tasks count in project overview in New UI
Client: Ewelina Kurzawa from Capgemini In New UI, overview page, we have the tasks count only for the project tasks. The client requested an enhancement option to view the count of all the tasks(project/author and reviewer tasks). Usecase provided by the client: I would suggest implementing an enhancement into the system…
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PROD-I-788 Add Flags/follow-up to Auto Respond workflow
If an SME likes the base response for Auto respond but wants a team member to follow up/add context/review - the ability to flag/add comment within the auto respond workflow Votes 1
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PROD-I-789 Search from Past Project - Additional metadata and Visibility
I have been using and demonstrating the new Search Project capability, and would like to make the following suggestions: 1) Please show some metadata relating to the project in the search result. In particular, show the project name, the stage, and created date. Right now, the user has to hover over the Question box, then…
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PROD-I-790 Export portion of a section to a table
ADP needs to be able to export some questions as a table within a section. Today we can do this section by section, but cannot pick and choose which questions within a section (the whole section or none of the section). They would like to select which questions export to a table, and which do not, all with in a singular…
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PROD-I-791 Separate Flags by BU
Optum's business units want to use project flags for different reasons. They would like to only see the flags applicable to a particular business unit and therefore designate for which business unit each flag is created. Votes 1
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PROD-I-792 Adjust library Trash review time period
Microsoft would like an Org Setting that allows them to set the library Trash delete date to 60 days or 90 days instead of the default 30 days. Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt Dec 9, 2022 Hi Michael! Thanks for sharing. It is a valid ask. We will discuss with the team and…
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PROD-I-859 Notifications (warning messages) to inform the user that "Documents cannot be uploaded"
Instance: VISA Due to a restriction placed by the user's internal system (Visa Security Policy), the customer is unable to upload documents into RFPIO. Customer says that the user interface (UI) sometimes simply spins without providing the user with any feedback or sometimes states an unexpected error. The end user must be…