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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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Notification for Admins on Answer Library individual Record Updates
The client has requested a feature that allows users (particularly Admins) to receive automatic notifications when a specific record in the Answer Library is updated. Currently, Responsive does not support automated alerts tied to individual content changes or user roles. While bulk notifications to content owners are…
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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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Exporting Merge Tag Values from Content Library- 72483
When exporting Q&A pairs from the Content Library, merge tags are currently exported as plain tags rather than being replaced with their actual values. This leads to confusion, as users expect the export to display the resolved merge tag values. Expected Behavior / Enhancement Request: Enable merge tags to resolve to their…
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Ability to change tag sort order - 72398
Current Behavior: When a custom field filter (e.g., Investment Strategy) is applied in the Q&A Library, the system automatically sorts tags by count in descending order. At this point, the sort order cannot be changed. Options such as switching to alphabetical (A–Z / Z–A) or ascending by count are unavailable. Customer…
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Support for @mention functionality in "Edit in Word"
Currently, when users attempt to use the “@mention ” functionality within the Edit in Word feature inside CCL Documents, the system allows them to type the “@” symbol and a name but does not dynamically populate user names as it does in the standalone Word application. This limits the ability to tag/notify other team…
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Duplicate Feature Request
Hi Product Team, Following a recent conversation with the Mark43 team, they shared a few enhancement requests that would greatly improve their experience within Responsive. I wanted to pass these along for consideration: Filtering by Content Cleaner in the Library They would like the ability to filter content in the…
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Side panel filters not retained for AI Assistant
Currently AI Assistant will hold filters selected via Advanced Search dropdown - but, they are not holding filters if selected via Left side panel Short recording for example: https://rfpio.zoom.us/rec/share/pxRYLHbthN5z_A6o1guLtbLqUnR7QBBaAILnG4C2xgl-gEhPwsMPw0ACCZvMKGvs.YHtezIV8DE86iw9r [Passcode: 2squ=!13] +This would…