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Support Google Drive Integration via Service Account at Business Unit Level_For Comarch
Enhancement Request: We have encountered a limitation with the current Google Drive integration in Responsive, and we would like to request an enhancement to support an alternative authentication method. Current Limitation: At present, the Google Drive integration in Responsive is configured at the individual user level…
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Clarifying Salesforce-Driven Updates in Responsive Activity Logs
This request is from Axonius When a Salesforce field (e.g., Due Date) is linked to a Responsive field (e.g., Project Due Date), Salesforce is the source of truth. Updates from Salesforce sync to Responsive automatically and currently show as made by support@rfpio .com. If we can’t track the specific Salesforce user, can…
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Map HubSpot Deal Owner Name (Readable Label) to Responsive Instead of Internal User ID
Customer: Arrow Security Related Support Ticket: TKT-209359 Integration: HubSpot CRM Summary of Request: Arrow Security is requesting an enhancement to the HubSpot integration that allows the Deal Owner Name to be mapped into Responsive as a readable, human-friendly value rather than the internal HubSpot user ID.…
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Okta Integration for Trust Center (NDA Bypass)
As we continue rolling out Trust Center, we have a customer requesting an Okta SAML 2.0 integration for the front-facing Trust Center to support automated NDA bypass. Customer Use Case They would like existing customers to authenticate via Okta. If a user belongs to an approved customer domain, access to the Trust Center…
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Notification for total number of Seismic records pending an update
Hi Team, Iron Mountain brought up this idea on our most recent call, I think it makes sense and would give users visibility into total records that need to be updated in the document library. Thanks, Bruce
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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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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 create a Project using a Project Template via Salesforce
Client TCW is requesting the ability to create a new project from Salesforce using a Project Template. This will improve their team's workflow and make adoption easier.
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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.