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SharePoint Site segregation access (folder level access breakdown required)
Requested User Name - Maria Flores Company Name - IFS Current Behavior: Responsive currently allows integration with SharePoint sites, but the configuration applies at the site level. This means all content within the selected site is accessible, which can lead to unnecessary data exposure and clutter. Requested…
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Rename RFPIO as Responsive in Integrations
Request to Update Naming Convention of RfpioIntakeDetails to Responsive in Salesforce Integration
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Responsive–HubSpot Integration: Deal Search Column Customization Request
Hi Team, Client: Creative Fundraising Advisors The client has completed the Responsive–HubSpot integration. When they search for HubSpot Deals within Responsive to associate existing deals, the search results currently display only two columns. The client has requested the option to customize this view by adding two…
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Wolters Kluwer USA (GIS)- Sharepoint ability to determine which folders are included/excluded for AI
Our Executive Leader at Wolters Kluwer GIS, Moein, would like to confirm the workflow in this helpdesk article - Specifically, for the screenshot shared. They understand they can create a collection in Responsive with Sharepoint data but their current challenge is that when they setup this current sync with sharepoint it…
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Creating project using project templates from Salesforce
In support ticket 75880, customer asked if it is possible to create projects using project templates from Salesforce. Currently, I believe it is not possible. So, we can have such a feature in Salesforce where we are able to create projects using project templates.
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Enhance Sharepoint to be configured from Folder level
Customers consistently are frustrated by the root level access required for Sharepoint integration. There have been instances where customers shared that other companies have been able to configure integrations with Sharepoint at the folder level instead of Root level. Mindtickle was a company that FirstSource called out…
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Ability to crop images within Q&A pairs
Microsoft found out recently that ability to crop images in CL was deprcated. THis is bringining a lot of inefficiencies for their process. I am filing this enhacement to bring this functionality back. It was deprecated because it was identified as the root cause of several image blurring issues reported by users. To…
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Opportunity Record mapping with multiple Pricing breakup
The main technical challenge is mapping multiple pricing deliverables/line items from Salesforce opportunities to Responsive projects, where one opportunity can have 5-10+ deliverable line items with varying costs. This limitation was previously identified with milestone mapping and remains unresolved, requiring escalation…
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Salesforce Integration - Open the New Intake form in new window
Client : HPE Client wanted to know the feasibility and the timeline. They said they are interested in this and wanted to follow-up. In Salesforce when the user create a new custom button (Create Intake) and marked it to open the page in new browser tab, however once the user click the Create Intake button, it is still…
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Salesforce sync on completed projects
Logicalis is looking for the ability to sync project information on completed projects. Given their process, particular items need to be updated following the completion of a project. Currently, they must go back into the project, move it to Active status, sync, then re- complete it. Alternatively, they would like the…