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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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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…
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Ability to add a project from Project Template via their Salesforce Instance
This customer (Logicalis US) has a Salesforce integration. They created their projects and immediately link to their SF instance. They have transitioned to completing many projects from projects templates but today that does not initiate from their SF instance when using the project template. They have to create the…
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Klue Integration - Unily
Creating this idea based on discussion with Darshan. In customer's words - We would be interested in finding out if RFPIO could integrate with Klue, so that when we are searching the library about competitors within a project, the information from Klue can be bought into the search and we can easily populate the answers…
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ASK for Outlook (replace Lookup)
I received this feedback from Haworth. They have mentioned that having ASK available as an integration with outlook would be incredibly helpful. I did direct them to downloading ASK as a desktop application as a work around. For Outlook, LookUp seems fairly useless (especially since you can’t directly attach documents…
