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PROD-I-926 Project Saved Search
Client Cambia would like the ability to save a filter search when in the Question View of a Project. Example: client used the Overview & clicked into a module, they would like to be able to save the view they are seeing/working off of and come back to it easily. Votes 1 Comments for the idea : product-response-mgmt…
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PROD-I-927 Custom Flags Visible on Project Overview
Client Cambia would like the overview page to show the breakdown of specific Flags instead of just "Flagged/Unflagged". Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Dec 26, 2022 Hi Nicole, Thanks for Submitting the idea, We will analyse and add to our enhancement list once we have a similar…
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PROD-I-928 DOOR Ventures as a future integration consideration
Client - Cohen and Steers along with other clients in the investment management industry have inquired if DOOR has been evaluated as an integration for us. They recently had a demo with DOOR and they rep from DOOR said that they integrate with other RFP management softwares. Below is what I copied from their LinkedIn about…
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PROD-I-929 Bulk sharing series of QA pairs in content the content library
This request came from Genpact. It is a high priority ask for them as they frequently use this sharing feature as part of their RFP process. It is possible to bulk share QA pairs with an available selection/saved searches in the content library. However, the sharing option is not visible if we select a series of QA pairs…
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PROD-I-930 Hide "Not tagged" items from tag list
This request came from "Genpact" In client words: The content managers are aware what is 'Not tagged items are of, however, this confuses a end user a lot. Particularly, for the people who come onto the RFPIO, who are not aware about the structuring of the library or maybe who just come as a layman user to just find some…
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PROD-I-931 Folder structure for custom fields
I got this request from my customer Genpact. Currently, one of the limitations is that it ends at one level when we create custom fields in RFPIO, whether it's a document or whatever the custom field. I have a Genpact group where I can create as many custom fields as possible. But now there is no next level to that. So we…
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PROD-I-933 Unable to see project value throughout the project interface in NEW UI
We got a feedback from Principal Financial Group. "Unable to see project value throughout the project interface, except on About Page in New UI" Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jan 4, 2023 Hi Jegadish, Thanks for submitting the idea. This is the behaviour as of now in the new UI.…
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PROD-I-934 To include documents in Projects "Recommendations panel search," just like in CCL
This request is being submitted on behalf of Finastra's Joan Dolence, after checking with Khalees. She and her team would like to be able to search within documents from recommendations panel. According to her - "In the new Content Library UI, I can search both Q/As and documents. However, it seems like this functionality…
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PROD-I-935 Hyperlinks in the Content Library do not flow through to the exported answer
Hello Team, I got this request from my customer "Alayacare". Even if we set the Q&A pairing with an embedded hyperlink in RFPIO, when exported, the hyperlink does not export. Therefore, we have had to update all hyperlinks from say refer to information here (with here having the hyperlink), to remove here and replace with…
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PROD-I-936 Configuring a different format of RFP which is not supported yet by the application
User often receives RFPs in the format of having the answer type - dropdown given in the attached file, which is not supported by our application as of now. So, client wants to have this format of files configured and answered in RFPIO. Votes 1
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PROD-I-937 Allow wild card searching of Merge Tags for Search/Replace
Client was hoping to find all content that was migrated from 360 that had their version of merge tags which are in {{ these brackets }} so that she could do a Replace All with [ RFPIO-style merge tags ]. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jan 11, 2023 Hi Amity Thanks for letting us…
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PROD-I-938 Group by option for display name field in custom reports
Client: mikeybro@amazon.com from Amazon In custom reports, the group by option is not available for Display name field. The client takes a report of users and the project names they created/ they are the ppc- here the client needs to have a report by grouping the users together. In this case, the group by option is not…
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PROD-I-939 Review red circles show everywhere
Right now, the red circles for items in review only show up in the AL page. If you travel to a Q&A pair from related content or by sharing, the red circle will not appear. This is being raised at T. Rowe Price's request and related to Ticket #27948 for more information. Votes 2 Comments for the idea : product-response-mgmt…
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PROD-I-940 Add language filter to the search engine
Hello Team, I make this request on behalf of my customer "Qmarkets", and this is highly critical for them. Also, this is the ad-hoc request to the support ticket help.rfpio.com/hc/requests/25022. If there are many solutions in the content library for a single question, our auto responding system currently selects the…
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PROD-I-941 Link in Email Should Take User to Their Question(s) Assignment
From Evernorth - newer format makes it harder to review questions that are assigned to you and shows multiple other section statuses that are irrelevant when your role only covers specific sections. When you click on an email in outlook for a specific question, the new format no longer takes you to that exact question, but…
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PROD-I-942 differentiation for past due date in New UI with colors as available in classic.
It is to differentiate the project due dates at a glance in the new UI. In the classic UI, the colors of the due dates are different depending on the due date of the project. Red = Past due; Blue = Due today; Yellow = Not yet due. This feature should be carried over into the new UI as well. Adds sense of urgency to users.…
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PROD-I-943 Limitations with Bullets and formatting
This ask is from 'Sap'. 1.'Clear formatting' applies only for text and not for bold elements like Bullets, which is an intended behavior in the application, as of now. But the client would like to update content in bulk. 2.RFPIO follows a different conversion CM to PX thus allowing the conversion differences in the…
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PROD-I-944 Tags can be applied to question through recomendation
Hi team, Client: Hannah Ellingham (hannah.ellingham@aptean.com) In projects, while answering questions from recommendations that applies responses, likewise, the client needs the tag also to be applied through recommendation. Please check on the possibility of having this feature to be implemented. Regards, Sneha| Customer…
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PROD-I-945 Option to Hide Alternate Questions
it would be very helpful to be able to hide or view Alternate Questions in the Recommendation pane, since more often than not they just get in the way of the answers we need to see. Not a big deal when you only have one or two Alternate Questions, but a real mess when you accumulate several.... as I think we want to do as…
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PROD-I-946 DropDown response type in word file
Hi Team, This request is raised on behalf of my client Adenza who claim to say 30% of their RFP's are of the following format where they will have to choose from Yes/No drop down type from word file. Attached below is a sample file from the client for your reference. Regards, Abi Votes 1
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PROD-I-949 Standard Responses in the Content/Answer Library
In the Content Library mapping, there is the option to add standard responses to your mapped answers. However, after going through a long process with a client and support, it turns out that it does not stick in the Content Library but instead it's supposed to be only used in the Projects side of mapping. Zendesk articles…
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PROD-I-950 Catalog Review Cycle
Client ESS is requesting the ability to assign a Review Cycle in addition to an Owner for a Catalog. This would help them be able to keep the Catalog copy up to date more easily. Votes 1
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PROD-I-951 Ability to mark multiple answer fields for one question during import in Word
I have a legal customer who is importing with word and would like to assign multiple response fields to a single question. This can be done when importing from excel but not from word. It would be cool if they could do it from both Votes 2
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PROD-I-952 Ability to label response headers during import in word
This can be done in excel, but not in word. It would be easier for users if there was parity between the two import views and you could do it in both Votes 5
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PROD-I-953 Used Count should only be affected if the Apply or Override buttons are used
The client has requested to have the Use count increase only when the response is either copied/applied. Client response: Used Count is a critical statistic for content health, we must be able to rely on the data at Project & Answer Library level. I think the logic can be tighter, for example: * Used Count should only be…
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PROD-I-954 Ability to see the sections template subsections in the project digital coversheet
Hello Team, I'm submitting this request on behalf of my customer Trustwave, and this is highly important for them. I've attached a quick screen capture for your references. When they create proposals, they add sections to the proposal from section templates, but we do not have the capability to list down the sub-sections,…
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PROD-I-955 Ability to automatically populate client logo in the response template upon export
My customer Trustwave is requesting the ability to automatically populate the client logo in the response template upon exporting a proposal. The idea is to add a field/placeholder for uploading logos while creating a project. This will enable users to add these fields to their templates as merge tag values. Votes 1
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PROD-I-956 Export attachments in subfolders
On export currently all attachments are placed in a folder called "Attachments". When a large amount of attachments are added it can be a lot to look through. Being able to check a box that allows for the attachments to be placed in subfolders that correspond to Section names that attachments come from would be very…
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PROD-I-957 Intake clarification process
Currently we have clarifications in a project, however, the same workflow would be a great help in Intake. This would allow for clarification questions to be amassed and then exported and sent back to the vendor before deciding to go forward with the RFP / before it is a current project. Votes 2 Comments for the idea :…
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PROD-I-959 Reorder Proposal Groups
ESS would like the ability to reorder the Proposal Groups that are available in the dropdown, or at least make it so those options are shown alphabetically when using Proposal Builder project type. Votes 3 Comments for the idea : Mattie Scull Jan 11, 2023 KBI would like this too