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PROD-I-1238 Greater reporting on archived projects
Prime Therapeutics would like to report across all archived projects and include question answers, and comments. Currently this can only be done using the project report on an individual project level. They would like to generate a report for all archived projects. Votes 3
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PROD-I-1237 Add Teams, in addition to users, to collections
Hi Team, Illumina is requesting this... It would be nice if we could add teams from "manage teams" to collections. Right now we only have the ability to add users. I thought about filtering by tags, but then I realized you also can't add users to a team by tags so it would be nice to have that too. Thanks! Votes 3
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PROD-I-1238 Greater reporting on archived projects
Prime Therapeutics would like to report across all archived projects and include question answers, and comments. Currently this can only be done using the project report on an individual project level. They would like to generate a report for all archived projects. Votes 3
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PROD-I-1237 Add Teams, in addition to users, to collections
Hi Team, Illumina is requesting this... It would be nice if we could add teams from "manage teams" to collections. Right now we only have the ability to add users. I thought about filtering by tags, but then I realized you also can't add users to a team by tags so it would be nice to have that too. Thanks! Votes 3
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PROD-I-1238 Greater reporting on archived projects
Prime Therapeutics would like to report across all archived projects and include question answers, and comments. Currently this can only be done using the project report on an individual project level. They would like to generate a report for all archived projects. Votes 3
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PROD-I-1237 Add Teams, in addition to users, to collections
Hi Team, Illumina is requesting this... It would be nice if we could add teams from "manage teams" to collections. Right now we only have the ability to add users. I thought about filtering by tags, but then I realized you also can't add users to a team by tags so it would be nice to have that too. Thanks! Votes 3
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PROD-I-1238 Greater reporting on archived projects
Prime Therapeutics would like to report across all archived projects and include question answers, and comments. Currently this can only be done using the project report on an individual project level. They would like to generate a report for all archived projects. Votes 3
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PROD-I-1239 Change Non-business Days functionality
Currently if a task is created on Friday and non-business days are enabled the due date will default to the same day (Friday) since Saturday and Sunday are non-business days. Gallagher would like this to default to Monday instead as they think this makes more sense than to have it due the same day. Votes 2
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PROD-I-1219 Explain Application Font/Source Font/Custom font choices when exporting.
Team - I have been with RFPIO for 5 years, and I still have no idea what is the effect of choosing Application Font, Custom Font, Source Font etc. when performing an export! To compound this, if you click on Need Help, the screen that appears is blank. I did find the following in the Help Center after searching: If you are…
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PROD-I-1219 Explain Application Font/Source Font/Custom font choices when exporting.
Team - I have been with RFPIO for 5 years, and I still have no idea what is the effect of choosing Application Font, Custom Font, Source Font etc. when performing an export! To compound this, if you click on Need Help, the screen that appears is blank. I did find the following in the Help Center after searching: If you are…
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PROD-I-1220 Bring option to deactivate Teams as we do for users
Based on request from Hyland Users would like to deactivate teams if they are no longer needed. At present, only edit & delete option is available. Users don't want to delete it as they'll lose all of the historical data captured on the specific resources that worked on those projects in the past. Please consider including…
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PROD-I-1219 Explain Application Font/Source Font/Custom font choices when exporting.
Team - I have been with RFPIO for 5 years, and I still have no idea what is the effect of choosing Application Font, Custom Font, Source Font etc. when performing an export! To compound this, if you click on Need Help, the screen that appears is blank. I did find the following in the Help Center after searching: If you are…
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PROD-I-1220 Bring option to deactivate Teams as we do for users
Based on request from Hyland Users would like to deactivate teams if they are no longer needed. At present, only edit & delete option is available. Users don't want to delete it as they'll lose all of the historical data captured on the specific resources that worked on those projects in the past. Please consider including…
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PROD-I-1221 Filtering Comments in a Project by Author & by Open/Closed Comments
While I've seen ideas about having comments in reports, it would also be great if we could filter comments in a project by the person(s) who provided the comment as well as by whether or not the comments are open or closed. During the review process, it is very difficult to get a clear view of what comments have been…
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PROD-I-1222 Year over Year analysis for Content Library Insights
Client Frontier Communications would like to be able to see/report on a year over year analysis of the Content Library Insights report (seeing things such as in Q1 2022 X amount of content was added, X was reviewed, etc, versus Q1 2023 of the same metrics) SCORED 1
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PROD-I-1224 Rename intake Fields - Accepted/Rejected etc
While on the phone with Netcall they mentioned that Accepted/Rejected etc should be pipeline/bid/no bid to fall in line with industry standards for intake. Feedback from their Chief Sales Officer. They don't know what pending/accepted/rejected means for intake because that terminology is reflective once a project has been…
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PROD-I-1225 Extend standard reporting dashboards to custom reports
Netcall would like the same ability we have with our standard reporting dashboards to be extended through to the custom reporting dashboards. I.e, if they create a graph they would like to be able to click on the graph and have it take you to the data like the existing OOB dashboards in our standard reports. SCORED 1
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PROD-I-1226 Allow for archived projects to have ongoing discussions
Netcall would like to be able to continue having discussions within a project that might be archived because it has been submitted, but they may need to continue having a discussion. They might receive feedback from a customer 3 months after they have submitted the response, but it would be easier if they didn't have to…
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PROD-I-1227 Ability to remove team members from Intake
Netcall has requested this enhancement. Current functionality will not allow you to remove team members from an intake once they have been added. If team members were added by mistake they would like to have the ability to remove them. SCORED 1
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PROD-I-1228 Add Rejection Reason to Custom Reports
Netcall would like to be able to report on rejection reason in custom reports. Currently this field isn't available. SCORED 1
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PROD-I-1229 Change the spelling for Moderation in Dutch Lanuage
Please change 'Met Mate' into "Modereren" for the word Moderation in CLL. From Client - 'Met Mate' is a very wrong translation. It refers to drinking alcohol. My suggestion still remains to change this into "Modereren" SCORED 3
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PROD-I-1230 Bulk updating metadata in New UI as available in Classic UI
e have received a feedback from Dennemeyer. The user would like to have the option of bulk updating owners as available in the Classic UI as it is very easy to select random questions from the list in one go instead on selecting QA pairs from page to page. SCORED 2
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PROD-I-1231 Tags should filter by BU
From ADP: Tags should filter by BU. Users with shared BUs can see all tags, which is confusing when duplication exists. (Sent as Feedback in 2021; also ticket #20475)- this also relates to our request to have Tags be shared across BUs, which would eliminate the need for duplication SCORED 1
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PROD-I-1232 Suggestion on archive functionality.
We just received a feedback from O.C. Tanner. Bringing this to your notice, "Love the new archive functionality!!! A suggestion on how to make it better: currently, you can't send something to the archive on the review tab. It would be nice to have "archive" as an option when reviewing content. A step above would be for…
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PROD-I-1233 Advanced Filter in Content Library
We just received a feedback from O.C Tanner "Really excited about the ability to import images from the library directly to projects, this is a cool update! Some enhancements that would make this really cool: 1. Being able to update the image file in the library and it updates everywhere that the image has been used in the…
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PROD-I-1234 Add a What's New or What Changed feature
Team - I have been working very intensively in the IRI this week on a real RFP response. This has involved me jumping in and out of the project, and I am coming up with a list of things that I believe could be improved to help users, and reduce confusion. One thing I would like to see is when you open a project and go to…
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PROD-I-1235 Section Review complete if all questions are reviewed
My client HR Strategies would like the section review to be automatically completed if all questions are reviewed. They think it is redundant to complete the check for section review if all questions have been reviewed. SCORED 5
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PROD-I-1236 Old users dropping from system
Request in client's own words: Is there a way to maintain old users in the system so they stay as contacts within a project. For example, we've had some proposal writers leave Prime. We deactivate them and when I make changes in the "About" section of an archived bid, their name drops. I'd like to be able to have…
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PROD-I-1238 Greater reporting on archived projects
Prime Therapeutics would like to report across all archived projects and include question answers, and comments. Currently this can only be done using the project report on an individual project level. They would like to generate a report for all archived projects. SCORED 3
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PROD-I-1239 Change Non-business Days functionality
Currently if a task is created on Friday and non-business days are enabled the due date will default to the same day (Friday) since Saturday and Sunday are non-business days. Gallagher would like this to default to Monday instead as they think this makes more sense than to have it due the same day. SCORED 2