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Merging Duplicates and Keeping Usage History
Hi Team! I had a customer point out that when merging duplicates they lose the usage history (project the response was used) and it's very valuable for them and they'd like to keep it. Is there a way we can make an enhancement when they can keep the project usage history?
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De-Duplication option for Documents in Doc Library
Client : Genpact Submitted By : Janani RK Swamy Similar to the option to find duplicates in QA pair, can we have the possibility to look for documents which has more than 90% of keyword match.
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Related Content | For Documents
-Currently, a user can QA pairs with other QA pairs -Client (Election Systems & Services) would like the same option/functionality applied to Documents within the Content Library
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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…
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RFP Export usability
The Word and Excel exports from Request Projects are running into usability issues as more customers look to review their request responses and digest the data. Below are 4 major points provided from Alterity & NFP who do a lot of extrapolation and further analysis outside of the Responsive platform. Review this recording…
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One Section for Choice Content
Need to have the ability to have multiple levels of the document and have a sequence where fixed text appears in the middle of choice/changing text. - Currently only support one area for Choice selected section templates and catalogs (<<sectiongoeshere>>). Doesn’t work with templates were fixed content would fall in the…
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Improve overall end to end user experience. PB development is not easy.
Optum S4 Request: Improve overall end to end user experience. PB development is not easy. Sales leads view has way too many clicks, and errors pop up along the way. It's not obvious what next steps are for a user to walk through building a proposal, even starting with an existing template. Need it to be true 100 percent…
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Merge Tags Improvement
Optum S4 Request: Merge tags.Dynamic merge tags (system built merge tags) are completed when confirming/selecting sections and/or catalogs to include, theme merge tags are completed via pop-up box with no ability to display "help text" to guide user to what content needs to be entered. Multiple places to fill in the…
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Editing Section Templates in the Preview mode
Optum S4 Request: Editing Section Templates in the Preview mode. (In developing phase) Section Template edits in preview mode - styles are not currently displayed in preview mode, edits are only available during step 2 Content - but styles are not visible here so Step 3 Preview is only place to see how it (might) export.
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Footer Improvements
Optum S4 Request: Footers not working appropriately. Footers are not automatically being placed at the bottom of each page and staying within the text of the section.
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Bulk Update - Use count in Content Library
Customer came up with a request where he wanted to bulk update the use counts under specific collections as he does not want to do it manually. Since we do that have that feature now and we can only update the count one by one for each pair, we had to do bulk update it from the backend only. Hence raising this S4 to check…
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Bulk sharing option Review/Moderation queue
Request: Genesys needs bulk sharing option in the Review and Moderation queue just like we have it in the Content Library. ref id #58060
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PROD-I-1314 Ability to Clone Catalog Structures
Client Mackenzie is requesting the ability to Clone/Duplicate Catalog Structures. This would help save time upon initial setup when designing their catalog structures, of which they will likely have many. Created date : 2023-04-27 Votes : 1 Comments for the idea :
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Update compare score export Similar to RFP360
Would like to have a more detailed overview of the score export. SoFi has really liked how the export was broken down: Overall Scores Breakdown by section The overall average score by each evaluator Vendor score tabs. Attached is an example from RFP360.…
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Including used count and usage history in view similar merge option
When using the view Similar feature to merge duplicates, the system does not allow the user to add to the Usage Count, and the Usage History is not retained, Please consider the usage count option in view similar while doing compare and merge
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Reesponders - Hard to see where to add row
When we add additional rows within the responders side for table response the ‘add row’ button is super hard to see and the additional rows do not retain the format & structure as the above rows had (e.g., no dropdowns are given for response types, etc).
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Tables - Delete columns
Need the ability to delete third column and third row from a table.
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Smart/Merge Tags for Questions
The website allows smart tags, where you define a label like “CustomerXX” and fill in a blank to say Hernando County, FL. Then in the summary section, which is text only and does not allow responses, you can type CustomerXX and it will display Henando County, FL. This is very useful for clients who want their name to…
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Percentage response type available
CAPTRUST is requesting to have a percent response type.
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Curency type in table structure
Financial institutions would like to have the response type of currency for table structures.
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Ability to export messages
Federal / Public Entities Must have the ability to export messages for audit purposes - in their words, "Need to minimize any intervention by us to get the data out, needs to be as representative of the actual vendor response as possible (e.g. we didn’t manipulate it)"
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Page Breaks not recognized from Section Template
Optum S4 Request: Page Breaks not recognized from Section template. Page breaks from the original source are not recognized and need to be added back in manually.
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Submission Due Date link
TUSA noticed that if you change the submission due date (after you add vendors), it does not update the submission due date for the vendors in the Manage responders Page. The Submission due date from the Project Details page should be linked to the Manage vendors Due Date.