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2nd Level Projects
Hi team! Geonetric is a customer that has been bringing a lot of new ideas to the table. Recently, they were wondering if they could merge together projects but that feature does not currently exist and wouldn't really meet their needs. Occasionally, they receive additional proposals/documents later on after they already…
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Keep Q/A pair when excluding one tag
Currently, if you exclude one tag on an individual q/a pair, it hides the entire q/a pair from the results list even if there are other tags associated with the q/a pair. My customer, Barnett Waddingham, wants the q/a pair to remain in the search result if there are still other tags associated. If they exclude one tag,…
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Section Description Text Box improvements
The Section Description Text Box does not have the ability to expand, which makes it extremely difficult to use. Only 3-4 lines at a time can be viewed and when you attempting to scroll is a difficult user experience. Customers leveraged this description field often in RFP360 to provide detailed instructions to Invited…
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Related Content - Subscription Icon to show when active with color
Currently, when you have related content, the icon for subscription stays black regardless if it is active or inactive. This requires the user to interact with the icon itself or the checkbox for subscriptions to verify the subscription status. It would be helpful to enhance the glance-able quality of the function and to…
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When content is archived in Seismic, it gets archived in Responsive
Hi Team, This is coming from Illumina so that there is consistency across their repositories. Thanks so much, Bruce
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Updating Fonts during import to the library
Hi Team! A customer and I were discussing the different ways to update fonts for content in the system and came across this idea. Could we add a feature/step to the importing content screen where customers can update the font of the response before bringing it into the library? This would save them some extra steps and…
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Enhanced Activities/Track Changes Capabilities for Proposal Builder
Client Fortrea has a highly collaborative proposal process that involves a dozen or more SMEs and a Quality Check review process. It would be helpful to this process if there was better activity tracking/track changes capabilities in Proposal Builder 2.0. Current product behavior does indicate that a Section was edited…
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Ability to assign Authors & Reviewers in Proposal Builder
Fortrea has a large team with a highly collaborative proposal process. It would be helpful if they could assign both Authors (individuals who will be making edits or changes to a Proposal) and a Reviewer who can complete a final Quality Check Review of the proposal before it's sent to a client. The current workflow only…
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Not possible to expand the toolbar and facet at the same time - 50012
Raising this S4 on behalf of the customer (ADP) Is it not possible to expand the toolbar and facet at the same time, either facet or toolbar can be expanded. So the customer has requested this feature if we can hold both the toolbar and facet view at the same time.
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Track changes in content review
Hi Team, This is coming from Optum. They have more than one person reviewing a record, and in the event that multiple people edit it, there's a chance that the second person undoes the first person's changes. They want the edits that one user makes to be visible to another user in review. Another approach would be to have…
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Administrative Report for Requests by Request Owner"
https://us.v-cdn.net/6037550/uploads/LDIEQ8NADXQ4/rfp-export-rfp360.xlsx NFP has three different departments and they charge back to their depts per # of projects published at the end of year. They need a report capability to say who did what project when and what dept where they in. in 360 you could at least export your…
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Unpairing parent and child tag
Based on ticket #58806 My suggestion is that we should be able to unpair a parent and child tag. Right now it is not possible. Now it is only possible to delete the pair. When this is done, the child tag gets deleted permanently. I have seen other tickets also where users faced this issue.
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Option for "Cancel Review" in Bulk - OnDemand Review
Client came up with a issue where Cancel Review in bulk option is not available for OnDemand Review content. When we enable the "Scheduled Review" toggle option in Org then to cancel review is bulk is available. The above scenario looks fine when trying to cancel the scheduled reviews, however even for the "On Demand…
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Scoring progress view on Dashboard for Request Owner
Customers need the ability to see what sections are assigned to the scoring team and also scoring progress by overall and breakdown of user. These are all functionality items on RFP360 and is a detriment to not have this reporting/managing ability in Responsive. Not having this information severely impacted Centennial…
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Need option in the UI to bulk update "Used Count"
Hello team: I create this request on behalf of my customer Murex. Since a user can perform bulk actions on almost all Meta Data Fields, leaving out Used Count isn't recommended. Having this ability is also great for launching teams such as Murex, as they are currently piloting and might've used some pairs incorrectly, but…
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Captrust - Re: Word Limitations Progress Issue
Thank you for your feedback. If the issuing client sets the response type to either basic rich text or full rich text, you can identify which type you are currently using by clicking on the response column. Based on the toolbar that appears, you can determine whether it’s basic or full rich text. The full rich text offers…