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PROD-I-383 Ongoing Salesforce Connectivity Issue in Sales Demo Environment
Hi all, I believe this may have been raised in the past, but I wanted to bring this to the forefront again, as I know it has significantly impacted several sales reps' ability to demo the Salesforce integration during first prospect calls. Over the last few weeks, the RFPIO Inc environment keeps signing out of the…
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PROD-I-135 Answer Library Timeline: Can we default to Upcoming Review?
Team Question: I have noticed that the Answer Library Timeline chart in the Answer Library Report always defaults to the Last Updated option, which is retrospective, and not especially useful. I believe that the chart is much more useful when it looks forward, and shows the amount of content coming up for review. I find…
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PROD-I-123 Bulk reorder of answer types by answer header
I've run into this scenario with several customers and think it might be a good enhancement to consider. Customers who have multiple answers, in particular those that have yes/no answers as one of their answer types, often find a need to reorder their answers in the answer library in bulk so that the preview shows their…
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PROD-I-288 Customize which custom fields are visible in the answer editor
Hi Team, This request comes from Optum. As Optum continues to add more groups to the application, they're finding that their Q&A records are feeling messy. Each group tends to have data they need to track on records, and therefore more custom fields get created. While they organize these custom fields into groups, the…
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PROD-I-109 Customize which custom fields are visible in the answer editor
Hi Team, This request comes from Optum. As Optum continues to add more groups to the application, they're finding that their Q&A records are feeling messy. Each group tends to have data they need to track on records, and therefore more custom fields get created. While they organize these custom fields into groups, the…
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PROD-I-113 Help center video to be updated
Hi team, The last video of this help center article Uploading Content to the Answer Library – Home (Zendesk.com) : (https://rfpio.zendesk.com/hc/en-us/articles/360005864113-How-to-Upload-Content-to-the-Answer-Library) is very confusing. It is a video of someone mapping an excel document but they mark a column called…
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PROD-I-97 To include links in Widgets
Hi Team, Client has come up with a suggestion to include links in Widgets. To send a link vs.code to add to the website. Eg: Showing a link that would be added to a training document. Please advise. Thanks & Regards, Jestina Rosemary | Customer Support Specialist. Created date : 2021-11-11 Votes : 1
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PROD-I-133 moderation not showing correct # of records?
Hi Team, My moderation queue in RFPIO, Inc. instance is showing I have 7 records pending moderation, but only showing 2. No Filters currently applied.…
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PROD-I-134 Used Count vs. Usage Count
Hi Team, Very minor! Is there a reason we use different nomenclature for tracking usage? In the Answer Library UI "Used Count" In Custom Reports - "Usage Count" When customers search for the field in Custom Reports they start typing use, which doesn't return any options because it is listed as usage count. Created date :…
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PROD-I-216 AL Import - Ability to auto-identify duplicate Q&A records during import
Hi Team, We have got this request from a few customers with regard to automatically identifying Duplicate Q&A records (similar to the Doc Library) when the same is being imported into the AL. Illustrating the current scenario; * Initially import Q&A into the AL from the required doc/docs. * After a certain time period,…
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PROD-I-221 Allow users to select template for Answer Library Backup
SHI International asked if there was the ability to export their AL content to an alternative template (ie one of theirs) other than the generic RFPIO template. I don't believe this is a current functionality, but definitely see value in this. Can we consider this for a future enhancement? Created date : 2021-12-02 Votes :…
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PROD-I-213 AL backup export in organisation's template
Hello Team, Here is a request from Capgemini. They would like to get the answer library backup export in the Capgemini template. Currently, the export in the word is triggered in RFPIO standard template and, they prefer to change it to their branded template. Please let me know if there are any further questions. Created…
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PROD-I-250 Bulk Update Attachments in the Answer Library
Hi all, Happy Flex Friday! I was working on an RFP last week and noticed that we have a lot of Q&A pairs that reference an attachment, "RFPIO_SLA.pdf." The problem is, this references an old document that is not in the IRI and there is no document attached/linked to the Q&A pair. While I brought this up to Kelly a moment…
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PROD-I-208 Adding an Undo button in AL
Hello Team, I have a request from a client asking to add an UNDO button within the AL that will allow users to undo changes when using the "Compare and Merge" feature. Currently we do not have the option for a user to revert their changes if a question was accidentally compared and merged and therefore is causing a lot of…
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PROD-I-8 Multiple Answer Headers for Answer Type Templates
Hello, Currently, if I want a question's answer types to look like this: Can we have the ability to create multiple Answer Headers under a single Answer Type Template? I'm asking this as Spring Health has these awful consultant rfps that they download from an online portal that have radio button responses. They want to set…
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PROD-I-7 Image wrap icon change - huh?
Hi Team, The icons for the image wrap function have changed... and are less intuitive: Both are now the same icon, so we can only tell what they do by hovering the mouse. Also, bombs? Created date : 2022-01-20 Votes : 0