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PROD-I-1021 More detail around who can access content in a collection
Hi Team, this help center article: https://help.rfpio.com/hc/en-us/articles/360038672614-Organizing-your-Answer-Library-Content doesn't mention how owners of Q&A pairs can still access content that's been placed in a collection, even if they are not a member of that collection. They just can't filter by that collection.…
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PROD-I-1022 Capture Repeat and Unique Users for both Answer and Document Library
Hello Team, *******************************Highest Priority******************************* This is a time-sensitive request from Genpact. So please treat this request with extra care. Genpact is one of our enterprise customers who primarily utilize our content library. With the expansion of RFPIO to their wider team, they…
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PROD-I-1023 View as Option for admins
Wellsky has asked to have an option for super admin and admins to "view RFPIO as" different roles. IE, what does this look like for a team member or guest. Votes 9 Comments for the idea : Tara Kolinsky Feb 2, 2023 I get asked this question quite frequently. The ability to impersonate a role is really important to many of…
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PROD-I-1024 Have default switch on or off for Audit Content in Projects in Organization Settings
Currently, in order to enable Audit Answers on a project, clients must go into their Organization Settings and then into each individual project to enable the setting. Would it be possible to make a default switch for every single project so they don't have to remember to flip this setting every single time (similar to…
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PROD-I-1025 Ability to Restrict Comment Visibility in the Content Library
Extreme Networks would like the ability to customize which user roles can see a Comment in the Content Library. Such as only Admins or Content Owners. This would allow them to have content management discussions more easily via the de-duplication report/content cleaner, without that discussion being visible to the average…
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PROD-I-1026 More Flexibilty in where "sections goes here" can be leveraged
Client Election Systems & Software would like the ability to insert sections into multiple areas of their Response Template. So they could have a title page, table of contents, then "sections goes here" for the first few exported sections, then more pages of the response template, then another "sections goes here" for the…
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PROD-I-1027 Customize Project Creation Client Details
A client asked if there is a way for them to customize the Clients Details section when creating a new projects so the language is similar to what their organization uses specifically for their sales team. Option to customize out of the box "custom fields" 1. Client Details to "Account Detail" 2. Client Address 1 - Option…
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PROD-I-1028 Review by Question
Origin Utility would like the ability to review by question/submit a review by question rather than having to do a review for a full section. They find doing a review by a full section may be not maximizing time since they have to wait until a section is completed. Votes 1 Comments for the idea : product-response-mgmt…
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PROD-I-1029 Ability to sort documents alphabetically in the CCL
This feature was available in the old UI, but is no longer available in the new CCL. For customers with a lot of documents, it makes it much easier to sort and find the right information. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Feb 7, 2023 Hi Brunce, Thanks for the email, we have this in…
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PROD-I-1030 Pop-Up Messaging
Include a system-level preference to enforce a customizable pop-up message (e.g. Have you checked the Answer Library Recommendations for existing responses?")when a user selects 'Save in Answer Library'. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Feb 9, 2023 Hi Christopher, Thanks for…
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PROD-I-1031 Display Tags next to the Question.
We have received a feedback from Pro Unlimited (Magnit): "I don't like the tags at the bottom of the records---when expanded you have to scroll down for longer answers to see what the tags are. The tags in the new UI are also truncated to the first 8 or so characters, making it hard when some start out similarly." We can…
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PROD-I-1032 Export Answer type template fields in a separate document
User adds an additional answer type to a project (or from answer type template). When the project is exported in SOURCE, the values in the added answer type appears under question by default (current behavior) User request from Optum #29144 User wants to export the additional answer types in a separate excel or word file…
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PROD-I-1033 Dynamic fields change for currency
The client would like to have the option to choose the currency when it comes to start a new project. In many cases we have projects in euros, in others in USD, GBP, AUD and so on. You can see attached a screenshot of how we see the currency in projects and it is not possible to select an alternative currency for that…
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PROD-I-1034 AI-Machine Learning reports
The Kaiser leadership team is requesting reporting on how AI and machine learning is improving recommendations(recommendation engine) in RFPIO. Votes 1
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PROD-I-1035 Menu on the task page
Client would like to add a way to navigate back from the Tasks page to the Section or Overview area in a project. When clicked on the Tasks summary from the Overview page and went to the Tasks page. However, aside from going to the Menu and selecting Export and then navigating back from there, they could not find a way…
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PROD-I-1036 capture content source in reports
Hello Team: **************************This is a time-sensitive request***************************** This request came from one of my customers, TrendMicro; it's one of the best ideas and helpful to other customers as well. My customer told me that one of our competitors offered this. In their custom reports, Trendmicro…
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PROD-I-1037 Share Icon in the new UI
The user requested the share Icon to be present in the main screen(similar to Old UI) instead of the 3 dot menu. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Mar 13, 2023 Hi Praveen, Thanks for the email, we will check bring it outside in the card view once we have more number of votes.…
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PROD-I-1038 Past Project Used - name of the project the content was used from can be displayed
We cannot see the name of the project the content was applied from when the past project recommendation engine is used. It would be good if the project name is dispalyed on selecting the past project used icon. Client statement: While we do love the ability to search previous projects in the Recommendations pane, the fact…
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PROD-I-1039 Answer Library used flag and count logic
* When content is applied from AL recommendations, the used count increases and the answer library used flag is enabled, but when the entire content is deleted, the flag disappears but the count remains the same. 2. When content is applied from AL recommendations, the used count increases, and the answer library used flag…
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PROD-I-1040 Reformat for unused space on the Intake/project form
There is a lot of unused space in the intake form (and most other places). Please see the screenshot for an example. Under services proposed, when set to a readable font size, a maximum of four can be shown at any given time. We have 69 options to choose from and it gets extremely tedious scrolling through the entire list…
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PROD-I-1041 Date Intake Converted from Pending Status
Enhancement request raised by Evernorth, please find the details below on their own words: We would like a field to be added that captures the date an intake is accepted and converted to a project so that we can reference that on the intake screen Votes 1
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PROD-I-1042 Add Tracked Changes for Annotations
Right now, tracked changes for Annotations specifically are not available; a user can see that a change to footnotes has been made in Activities, but there is no detail on the changes to the text like with regular question tracked changes. This request would allow the specific changes to Annotations to be viewed in…
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PROD-I-1043 Add rejection reason to Manage Intake table
It would be very helpful to be able to see all the rejected intake's rejection reasons in 1 spot. Instead of having to click on each Intake rejection reason every time. Also, adding an option to export the intake table will be very helpful. Votes 1
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PROD-I-1044 Project Dashboard includes Unassigned questions, sections, and tasks
Ergo is a prospect that asked if the project dashboard can include unassigned items. Things like unassigned questions, tasks and sections. That will allow them to verify that nothing is falling through the crack. Votes 1
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PROD-I-1045 Request to add Alternate Questions to Comparing subscribed content
Jain from O.C.Tanner has noticed that we cannot view the Alternate questions in CCL subscribed content. He says - When comparing subscribed content, there doesn't seem to be a way to see alternate questions. In his own words - When we change or add key words across linked questions, we need to be able to see those changes…
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PROD-I-1046 Features/ Addons/ Paid vs Unpaid Data Sheet
Would like to see an internal data sheet or G Doc of all new features/ upcoming/ add ons/ paid vs unpaid features other than release notes that CSMs can easily reference and suggest for clients. If it is a Gdoc it can be constantly updated,has a description of each of them. Release notes are helpful but we cannot always…
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PROD-I-1047 Annotations that export with LookUp (or are visible for copying in LookUp)
One of my customers, renaissance learning, have to go back into the platform any time they want to get a footnote, they cannot bring it over when using LookUp. It would be fantastic if there was a way to bring over footnotes with LookUp, or make them available for copy/pasting with LookUp. Currently the only way they can…
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PROD-I-1048 - Dashes Not Highlighting During Search
Say we have a question that is "Pr.ac-1" in the content library. When we search for "Pr.ac-1" this highlights the - symbol, but in any other search (example - pr.ac-1, ".ac-1", ac-1,..etc.,) the symbols are not highlighted This was something one of our CSM Alexis pointed out. It was noted that when we search the exact…
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PROD-I-1049 Project values in excel reports need to be exported in numbers
Project values in excel reports need to be exported in numbers. For now, the values comes in the export as per the currency defined. But in cases when the values are in large number, ie. € 90,000,000 exports as € 9.0E7 and it is in scientific notation. So it has be changed manually in the excel by removing the scientific…
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PROD-I-1051 Reporting on Review Cycles
Micro Focus would like to build a report to measure an internal KPI on whether all content has been reviewed or not. This requires a couple of enhancements to the answer library and custom reports: 1. Micro Focus has some content that needs to be reviewed quarterly, some that needs to be reviewed yearly. Most of our…