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Salesforce field updates sync - Seismic
Current Behaviour: When the user updates a field in Salesforce. The updated information shows only when the user clicks on to the project and view the About page and then the project list page shows the updates information. Request: Once the field is updated in the SF, it should show up in the project list page itself.…
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JIRA improvements
1. There is about a one-minute delay when initiating a Jira project, can this be improved? 2. Currently must manually enter all data into the Jira ticket, with no option to selectively push specific questions, sections, or project information directly to Jira. Can this be automated? 3. Information is returned to a general…
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PROD-I-342 Integration with Confluence
Team, We have been consistently asked if we integrate with Confluence (wiki tool) or if there is a direct way to migrate a customer's knowledge base into RFPIO from Confluence. Is this something we are working on? Created date : 2021-05-14 Votes : 0
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Auto sync with Seismic to pull over updates
Hi Team, Iron Mountain brought this idea up, it would be an additional step from our current integration, and would help them maintain their document library. Best, Bruce
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Metlife request-Red Oak
Metlife is requesting an integration with Red Oak.
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Requesting Improvements between SF and Responsive relationship
Ecolog has below requirements regarding Salesforce: 1- Can we map the due date, Time zone and Time individually with the fields in SF? This is critical for client and they are looking for a way around to pull this. These fields are created individually on the Salesforce which the Ecolog team is willing to link with our…
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allowing individual users to choose translation engines
Some translation engines function better with different languages but currently, Super Admin must set engine org wide. If multiple users are translating or the Super admin is out of office, there is no way to switch engines. Ask: can users individually choose what engine they want to use? Either at a My Account Preferences…
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To have ability to remove intake button from one iframe alone.
Current behavior: In case if the user wishes to hide the intake button or remove it, while doing so will remove the intake button from both intake details and project Iframe. Expected behavior: To have option to remove it from one iframe alone. Reported user: Abnormalsecurity - Ticket 50151
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Configure Responsive for 4 Dynamics 365 CRM instances
Company Antares: User request as follows: We are onboarding with the Responsive portal soon and want to make sure our Dynamics instances are configured ideally with the Responsive solution across the system to be able to support any future customization and such. Below are 4 instances we have on Antares side and I would…
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Publish to Seismic available from the projects document page
Hi team, We have been exploring publishing our proposal responses to a Seismic deal room. In testing, I noticed that the publish to Seismic feature is only available in the export page. As we often do final fit and finish post export, and then upload our final response to the project documents page, we would like to see…