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PROD-I-465 Timeout warning & Pick back up message
Hi team, I was just on a call with Optum and they brought up a good point around product parity that I think would benefit other clients as well. On the project side, when you are logged out and log back in, you get a message in the bottom right corner to 'Pick back up where you left off', which takes you back to the spot…
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PROD-I-215 AL Enhancement Request: add "Section Name" into view
Hello, When selecting the Customize Metadata, Section Name is not included in the list: The client would like to be able to see the Section Name displayed with the QA pairs (rather than clicking on each QA pair to see), but it seems that is not an option. If possible, it would also be helpful to have Section Name added as…
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PROD-I-485 Used Count to include "Share"
Hi Team, Have we considered including "share" in the used count? I could see that we may not want a "share" to play into the recommendation engine, but it would be nice to know how often content is being shared, which content is shared most. I use the share feature often to point people toward the IRI for Docs or AL…
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PROD-I-482 Update messaging when deleting multiple QA pairs in the AL
Hi team, I had a client request we delete 3,000+ QA pairs in their Answer Library (they wanted to clean our their AL from their trial instance) and upon doing so, I received the below error message after the system displayed the 'loading' circle for some time: Upon a few browser refreshes, I slowly say the QA number…
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PROD-I-347 Language Custom Field in Answer Library
Hi Team, Customer, Cofomo, has requested that the out-of-the-box custom field "Language" be made available in both the Answer Library and Document Library. Thanks, Created date : 2021-08-05 Votes : 0
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PROD-I-297 Document Library - HTTP Status 404 - Not Found error
Hi all, When trying to download the “Corporate Overview Deck.pdf” from the Internal Response Instance of RFPIO, I received the error in the screenshot below. This also happened when Konnor tried to download this same file so I don’t believe it is specific to my computer or my user permissions. Can you please check on what…
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PROD-I-456 Suggestion for Uploading New Document Versions to DL
Hello, As I was re-uploading new versions to DL docs with the 2021 copyright footer, I was struck by inspiration for an S4. Here's what the process is now: 1. A new version of a document is uploaded to RFPIO 2. RFPIO changes the document name to the file name 3. User searches for the file in the DL 4. User updates the file…
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PROD-I-298 Document Library bulk updates
Hi team, This request is coming from UPS. They would love the ability to bulk update documents in the Document Library to the newer version if they are titled the same name. Currently, if you add a document to the DL and it is the same name as another document, it will only let you add that document and not update it to…
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PROD-I-264 Closing Dialogue Box - DL
In DL, when I update the collections and hit Save, by default I don’t see the dialogue box closing. I have to manually close the box (additional click). https://share.vidyard.com/watch/qZ2AtqgTqAdzyGRa1a67Wk Thanks, Created date : 2021-08-19 Votes : 0
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PROD-I-349 Last reviewed by field in the customize metadata view
My customer Edmentum is struggling to understand who completed what in their review process without going into the activities on each record. Their SMEs do some of the reviews, but their content managers are the content owners. They would like to be able to see who completed the last review as a complement to the last…
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PROD-I-214 AL Duplicate Report - maintaining defaults for merge settings
A prospect has asked about whether they can choose the default settings for MERGING duplicate AL records, or at least make these “sticky” per session/user/instance (highlighted below). I know there’s been internal discussion about upcoming improvements to features for cleaning up duplicate and near-duplicate AL records. Is…
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PROD-I-454 SugarCRM Integration
Hey S4, I have a client, Sandata, that is in the migration process to move from RFP360 to RFPIO. They were curious about if RFPIO intends on providing an integration with SugarCRM in the future. Today, I had a second client, iSolved HCM, ask if the integration might be on the roadmap as it could be a determining factor for…
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PROD-I-269 Competitive Loopio Trial at Risk: Last Updated Dates Incorrect on Import
Hi all, I am currently in a competitive POC Account trial against Loopio (and the prospect is using Seismic, so we're definitely going head-to-head)! For some reason, there is a major bug in the trial environment that is resulting in incorrect "Last Updated" dates across the entire Answer Library. POC Account Environment:…
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PROD-I-446 Slack integration idea from a customer
Team - In discussing the Slack integration with a customer, they had an idea which I thought was interesting: The use case I was wondering about for Slack is the following: We have created a Slack workspace specifically for our customers called Customer Community. Would it be possible for customers in this Community…
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PROD-I-483 Usage of Tags within the Import Process
Hi Team, One of the things I noticed within our document import process is the limited capability to use 'Tags' while marking the document. This could be a nifty feature used to further reduce the information that the user needs to add separately by marking the Tags (i.e. Section names, keywords etc.) based on the current…
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PROD-I-249 Bulk Format Content with Styles not updating
Hi all, After doing some testing with bulk updating content using Format Content, I'm hoping to get some clarity on if this is expected behavior or if there is a bug when bulk updating styles. When trying to update styles on content that already has an existing style applied, we give a confirmation message stating that…
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PROD-I-291 Default Answer Library Filtered View
Hi Team, My client, EmpiRx, would like the ability to establish a "saved search" view by default for their entire organization. Similar to the current "Save Search" capability, but with the added functionality to set that saved search as the Default view when entering the Answer Library for the entire organization. Please…
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PROD-I-478 Unable to subscribe to related content, un-relate while in moderation
Hi Team, This was brought up by Optum. In moderation, we can relate QA pairs to each other. However, the option to subscribe isn't present. This creates unnecessary steps of needing to approve the content, find it in the AL and then subscribe. Additionally, if I relate a QA pair that is in moderation (to content that is…