140 results found
-
2 votes
-
Import Error direction
When importing documents, we sometimes get an error message. Would be great if by clicking on the message, it can direct us to exactly where the error is so it can be fixed
10 votes -
Resize Library Location Menu (Magic + Library Search)
Be able to resize the the library location menu so that you don't need to scroll as much if you have a large amount of stacks/categories when using Magic or Library Search.
2 votes -
Import of fake/special character checkboxes (aka checkboxes that are not interactive)
Customer receives source documents with "fake checkboxes" that Loopio cannot detect or import
4 votes -
Excel Add-In Auto Detect Multiple Answers Sets Drop Downs
Auto-Detect multiple answer sets from drop downs in Excel Add-In
2 votes -
Add custom instructions for generative AI in Admin settings and/or set the generative AI settings to a default in the Admin settings
Allow admins to set the instructions for Generative AI in the back end, making it easier for teams with multiple people generating content with AI to set up guidelines for tone and more. If we could provide functionality similar to ChatGPTs "memory" it would be very beneficial.
2 votes -
Notifications edit
Ability to edit/colour code project notifications emails being sent out as deadlines draw closer to indicate urgency
2 votes -
Bulk Populate existing Salesforce Loopio project fields via .csv
Bulk Populate existing Salesforce Loopio project fields via .csv
2 votes -
AI Gap Analysis
AI Gap analysis on RFP (what they don't require and how close our solution is to what they are looking for) - could be used in Go/NoGo decision
2 votes -
Support RAG embeddings from Snowflake
Loopio to support customers providing RAG embeddings from Snowflake
2 votes -
Edit Upload Source Documents List
ability to tailor or edit the source documents pane
2 votes -
Salesforce Object field sync user
Able to sync to a user name and not bring over the user's id number
2 votes -
Sharepoint Iframe Integration in Loopio Project and Library
A sharepoint integration that is an Iframe which allows customers to interact with their Sharepoint content from Loopio.
2 votes -
Limit Loopio ability to Read ALL customer data when using Sharepoint as Cloud Provider
Today, the Cloud Provider integration for Sharepoint is able to read all customer data in Sharepoint. This request if to limit Loopio's access and to give Loopio permission to only specific parts of Sharepoint that the customer wants to give Loopio access to.
2 votes -
2 votes
-
Improve Translation Feature's Quality
Improve Translation Feature's Quality
3 votes -
Custom project reporting - edited fields
The customer would like the ability to filter custom project fields, especially when there are "multiple" options they are finding it hard to view and find valuable insight. When they export the report to Excel, the formatting is also cutting off important details which has in turn caused reports to be quite time consuming
4 votes -
GenAI plugged into other sources of data
Pulling content from other sources of data like support website or product tools that store information about functionality to generate responses from
7 votes -
Support Onyx.App AI tool in Loopio for Projects, Library
Use Onyx.App inside Loopio to answer project entries and share information with the Loopio Library.
2 votes -
Support Lookup fields in Salesforce
Loopio Custom Project Fields cannot be linked to Lookup fields in Salesforce Opp/Account. This request is to support this to allow customers to easily relay any information they stored in Lookup fields to Custom Project Fields in Loopio Projects.
2 votes
- Don't see your idea?