On a Client call one of the frustrations they have is when using the freeze filter for section option in the recommendation engines of projects it does not "Save" this search as such when they move to different questions within the same section(s). Please see attached video for reference.
Created date : 2023-01-27
Votes : 3
Comments for the idea :
product-response-mgmt product-response-mgmt Jan 31, 2023
Hi Steffi
Thanks for the email, looks like this is fixed now, can you please check once and confirm on the same.
Regards
Viswa S
Steffi Fernandes Jan 31, 2023
Hi Viswa,
Yes at the section level it is working however not at the question level. I understand because each question and key word is different but the client is asking if there can be a saved filter/ freeze at question level.
Christopher Armstrong Mar 21, 2023
Frontline Education is looking to have the filters save by section once set. Their proposal team like to pre-configure within project settings, but then also set other sections to different filters or solutions for their SE's to quickly complete the sections. They find that their SE's have a hard time finding the correct answers if they don't do the prework for them. If they are able to pre-assign tags/custom fields etc. and then turn it over to their SE's it would greatly help their workflow.
