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Bulk Updating Alerts
From Allstate- During our senior leadership review yesterday, we realized guest users may not be able to review “answered” questions. So, I attempted to bulk change all answers to “not answered” status. This action erased all our content for a second time. Luckly, we had an exported Excel file and the Activity tracker…
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PROD-I-1221 Filtering Comments in a Project by Author & by Open/Closed Comments
While I've seen ideas about having comments in reports, it would also be great if we could filter comments in a project by the person(s) who provided the comment as well as by whether or not the comments are open or closed. During the review process, it is very difficult to get a clear view of what comments have been…
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Enhance Past Project Search visibility and filtering - TKT-212598
Description: Currently, Past Project Search visibility is restricted based on user permissions, requiring users to have access (or be assigned) to projects in order to view them under Recommendations. This limits the effectiveness of using past projects as shared knowledge across teams. Additionally, there is no option to…
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Improve Email Notification Sender Attribution for Scheduled Messages
As per the current system design, the “performed by” field for queued email notifications shows the user who originally enabled the scheduled notification within the organization settings. This causes confusion for the recipient of the notification. Client's expectation that these items would appear to be sent by the…
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Enhance Activity Logs to Clearly Reflect Style-Only Changes in Q&A Responses
I'm raising this request on behalf of the client Feedzai Request: Enable clearer tracking and visibility of changes made at the question level, specifically when only style-related updates are performed in Q&A responses. Current Limitation: Currently, when a user modifies only the style of a response, the activity log…
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Add Filter for Custom Fields in Project List
AllianceBernstein has two custom fields that pull information from Salesforce: Service Name and Organization. They would like the ability to filter these fields when searching the projects list, but this option is currently unavailable.
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PROD-I-1105 Save and Export Client Styles for Footnotes (Annotations)
Currently, clients cannot export projects or responses with Footnote annotations that will save and reflect their own footnote company styles, even though they can import or create Footnote styles in Org Settings; there is no connection between the RFPIO "Annotations - Footnotes" feature and client styles in templates or…
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PROD-I-554 Support multiple checkboxes in a single column.
This was brought up by Certara USA, Inc. Currently, when there are multiple checkboxes in a single column, we are not supporting it. We are able to import it, but come across issues during export. If the files are unprotected, we can make changes such that the checkboxes are in separate column. But in some cases the file…
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Improvement for Annotation Visibility in AI Workflows
Hi team, Currently in AI workflows we're seeing an uptick on client's removing internal notes in their answer text fields and using other fields, such as Annotation or Alert texts, to organize their internal notes. This helps keep the client facing data client facing, and ensures our AI will not interpret an internal note…
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PROD-I-1088 Ability to "Lock" Project With Final Reviewers
It would be helpful for admins to have the ability to "lock" a project during final review without having to "complete" it. I had two instances (Brakes and Wellsky) where clients suggested this feature - i think it would be helpful! Suggested announcements and messaging team members, but I can see where this would be murky…
