-
Tracked Changes/Revisions in Content Review - State Street
When multiple users are reviewing a record, there's a chance that the second reviewer undoes the first person's changes. State Street would like the edits that one user makes to be visible to another user in review. The 'Activities' view does not encompass all revisions, but rather each individual revision separately. We…
-
Sections/Subsection issues
Working with client: Sports Facilities One major improvement would be to have more control of sections and subsections in Proposal Builder. The ability to have a pick list of subsections or move sections to be subsections would be ideal. There is lacking flexibility when you can only pick a top level section. The client is…
-
Ability to add new Sub-Sections to Proposal Builder
Client D-Wave is requesting the ability to add a sub-section to a proposal. While users can currently add new Sections manually, there isn't a function to create or specify Sub-Sections. To improve usability, we should add an option that allows users to: Convert an already created Section into a Sub-Section. Create a brand…
-
Ability to export without unused catalog tags
Hi Team, Client is requesting the ability to export Proposal Builders without catalog tags that are unused. Ex: Client has 4 catalogs in template and they only need 2 out of 4. However, the remaining 2 catalog merge tags are visible and when user exports, those merge tags export too and does not get automatically removed.…
-
Proposal Builder Request from Park Loyalty
Enhancement Requests – Proposal Builder (PB) All requests submitted by Park Loyalty 1. E-signature in PB 2. Table of Contents in PB- Add a clickable section view in the sidebar for easier navigation. Possible connection to missing functionality. 3. Sharing Customization- Allow customization of PB sharing to: - Present with…
-
Per BU separation of custom fields, flags, project notes, and more...
Clients with multiple Business Units are asking for the ability to separate shared assets like custom fields, flags, project notes, and more. At this time, all of these items must be sifted through or are shown when you go to make changes/updates to CCL records and Project details. This can cause confusion and process…
-
Excel export with all response headers in a single column
When exporting content from the content library Prime Therapeutics would like all answers to be in the same column separated by the response headers instead of a separate column for each response header. They feel separating them makes the Excel export too large.