105 results found
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Project Attachments
Be able to see all attachments used/attached in a project in one place. This way admins working on the project can have a list/itemized view
3 votes -
abbreviated version of merge variables following detailed
Trimble asks for a abbreviated version of merge variables. Their use case - their Customer is Regiomnal Municipality of York which they mention in likely page 1 of RFP but thereafter in legal style would refer to them as "the Region". Trimble would like to be able to set that in one place and not have to go in and do so manually as they do currently. A minor friction but doing so enough all adds up!!
1 vote -
Map Hubspot Deal fields to Loopio project Merge variables when creating a project from Hubspot
Automatically Map fields from Hubspot Deal to Loopio Project Merge Variables when creating a loopio project in Hubspot.
2 votes -
Improved Accessibility Functionality in Loopio
Accessibility is critical for this customer. They have requested enhancements for keyboard functionality, including the ability to use the keyboard to navigate and search the Loopio library.
1 vote -
Standard Additional instructions Generative AI
The ability to have standard/default "additional instructions/prompts" saved for use in the project space
3 votes -
Gen AI Search 'Submitted Documents'
Gen AI should search the 'submitted documents' in other projects as well as the source document of the project.
3 votes -
Excel import answer sets from hidden sheets
Able to identify Answer sets from a data validation hidden sheet.
2 votes -
Subquestion Export Formatting
Coinbase is loving the subquestion functionality in Word, but having trouble with how this is formatted @ the project export stage. i.e. when exporting a project to a custom export theme, they would like to see a way for identified sub-questions (the text of the actual sub-questions, not the answers) to map to a content style other than the Projects - Question Text project style.
1 vote -
Updates for Peer Review and better project Management
The customer hopes for more flexibility within the project workspace to allow for peer reviews and updates. It would make such a huge difference to us if we had the ability to peer review directly in a project using buttons to indicate: Correct, Partially correct and Incorrect
Overall this would help with better reporting accuracy
2 votes -
"Info" pop-up button for Reports Table & Export columns
An "information" pop-up button beside Table & Export title columns to explain what data is captured
1 vote -
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
2 votes -
Multiple Users Map and Import Simultaneously
2+ people map and subsequently import source document Q&As while working together on different browser tabs.
2 votes -
Display "Last Reviewed Date" for Library Users
Library users are unable to see the last reviewed date, only the last updated date. These are often not the same date, because the entry was edited for grammar or phrasing since the previous review cycle. Allowing Library users to see the "Last Reviewed Date" would increase confidence in the answer.
2 votes -
Ability to set export settings for each document in a project when exporting all documents
For example, when exporting a project built from a template with a questionnaire, set only the questionnaire to "Export Questions to left of Answers".
2 votes -
Reporting Dashboard addl Filters
New fields in reporting dashboard:
1. Add custom date range in the filter "Entries used in projects"
2. Add new column in table of the usage of the entries based on that date. Currently it only shows 'total usage all time'2 votes -
Edit multiple entries with Gen AI
Use Gen AI to edit multiple entries in bulk. For instance, to edit multiple project entries from US English to UK English.
2 votes -
Attachment to display in list view instead of tile layout
Attachment to display in list view instead of tile layout
2 votes -
Display attachment title upto 50 characters atleast
the name of the document only shows 12 characters. This be expanded out to a reasonable number e.g. 50 characters
2 votes -
Announcements
Ability to add text files to the announcements section( Images, gifs and more)
2 votes -
Reporting on search metrics on alternate questions
Customer looking to get data on whether they need to change the primary question to alternate question to optimize search results
2 votes
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