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Ability to list all the tags in the Advanced filter dropdown.
Tiffany from Symplr has requested all the tags to be listed in the Recommendation advanced filter dropdown. Currently, we only display 100 tags by default. However, entering a "%" sign displays the entire list of tags, but the customer is unaware of this feature. So, they have requested to either list all the tags or a…
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Facet Filtering Available for Projects
Optum S4 Request: Advanced search is present in both Projects and CL.They like using the CL Facets and would like Facets filtering to be available in Projects too. When a field is selected, the next field options are narrowed down based on the applied fields.
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Request for a SAVE Button in the Question Description
The user is requesting the addition of a SAVE button for the question description, similar to the one available for saving the section description. Company Name : Feedzai Company ID : 5ab584c2c51a59138821f282 Pod Name : POD1 (us-west-01) [US POD1] User : rodrigo.campos@feedzai.com Zendesk Ticket ID :…
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Alert text when completing a project and confirming Save to AL
Hi Team, Coming from Microsoft. Could we add a little more text in the blue box here clarifying that this toggle will impact all questions? Recently, Microsoft had selected Save in AL on some individual questions. Then, when they went to complete the project, the project owner thought that the toggle below was required to…
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PROD-I-768 Usage of Catalog Merge Tags outside of Proactive Proposals
Team, currently the catalogs work only with the Proactive Proposals/Proposal Builder, since the choice of catalogs is available only in the Proactive Proposal workflow. If we try to add a catalog merge tag, the same is never shown or suggested like the regular merge tags within a Section Description or Q&A pair under a…
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Make Sections and Catalogs available in Recommendation Engine
ADP is requesting that sections and catalogs be made available in the recommendation engine. They believe the lack of this feature has a significant impact on content their users can access.
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Recommendations Engine - Not Populating Best/Matching Results First
Hello @Khalees V! Again, thank you for your time on today's call! As requested, this S4 submission is in regards to the recommendations engine not populating the best matches first (e.g., keyword search results with matching headers are populating further down the list, etc.). Matches we would expect and want to populate…
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Include Documents tab in the recommendation window, with ability to edit and/or preview attached doc
Optum S4 Request: Include Documents tab in the recommendation window, with ability to edit and/or preview attached documents. Ability to edit a documents from the Project Answering Page. Quickly preview a document.They want to be able to preview attached projects documents and edit them. They don't want to have to return…
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Import Configuration - Answer Configuration - The error message doesn't look right.
I think it should be 'Add atleast one answer type'
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Task Template - Task Mobility and Edit options
I've been working with symplr and they love the task templates. In doing so, we found that a few suggestions that might be helpful in adding value to the feature, especially where rfp process needs to be fluid. currently, if you "edit" a task in a project you can only add, or remove tasks from a checklist. it would be…
