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Forward Air/Omni - Adding new Guided Project Button to Intake
Jessie would like to see additional buttons here in the about page. e.g. Guided Projects Button, Accept/Reject for Guided Projects Context: This team will be using the salesforce intake approach where 85 sales people will NOT be logging into Responsive. Instead, they'll be doing it directly through intake in Salesforce.
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Guided Projects
Customer: Included Health Request: When I select guided projects from the 9-dot menu and then click on Add new Project, I can only add the Due date there. Is there an option to edit the due date after it is created? Can a functionality be added under the "EDIT" function?
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Datasets in Guided Projects Filtering screen -Please list them in alpha order
Our client requested the following: We have a need for our users to see the list of Datasets in *alphabetical order* in Guided Projects filtering screen (The Tiles in the Project level, and the dropdown list at the Section level). This is important to us because: - We have alot of datasets and users can more easily scan…
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Guided Projects: Visual Indicators to Identify Source Types (Parity with AI-Draft)
I’m submitting this enhancement idea on behalf of my strategic client Microsoft. Overview• Microsoft requests that Guided Projects include visual indicators to identify the source type of each reference used in AI-generated responses.• The enhancement would provide consistent icon indicators for all source types, including…
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Guided Projects menu Update
Microsoft has the following request. Currently, the numbering and names of the steps across the top of the Guided Projects menu are: Upload, 2. Key Requirements 3. (File Mapping and 4. Filters We have received feedback from our users that this doesn't align to what is happening: Key Requirements is not a step but is an…