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How can we improve RFP365?

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  1. Create single KB entries with multiple valid versions.

    We often create and manage variations of the same response, tuned for different verticals, industries, or product lines - fundamentally the same answer, but with different details and, esp, tags. It would be nice to be able to collect and version these hierarchically - like the merge suggestion, but they're not duplicates so much as alternate versions of the same questions and answers.

    4 votes
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    • Have a unique identifier for each Knowledge Base entry for traceability

      We would like to have each individual entry to have a unique ID that is assigned upon entry creation so that we can work with the library more efficiently. As our library has grown exponentially, we are finding it impossible to track back to the content in an order to clean up duplicates or work with the content in a meaningful way.

      9 votes
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      • Automatically flag entries for duplicates when adding new entries to the Knowledge Base.

        When doing a bulk upload of content to the Knowledge Base, it would be very helpful if the system automatically scanned and flagged possible duplicate entries before they are inputted into the Knowledge Base.

        2 votes
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        • 1 vote
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          • "Show entries" should retain the selected number from search to search.

            If the user selects a different number of "Show entries:" for search results, that number should be retained from search to search. Currently the "Show entries" resets to "25" after each search.

            7 votes
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            • Scroll to top after a new search

              When a new search is entered, the page should scroll to the top of the page. A new search currently leaves the page position unchanged, which could be in the middle of the new search results.

              5 votes
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              • Tags included in search for answers to RFP questions

                An option to include tags for the terms searched when answers are provided for RFP questions would be very helpful. Often similar questions are asked in RFPs that use differing terminology for the same concept, but tagging the KB items with alternate terms does not assist in finding those answers for later use.

                2 votes
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                • Merge duplicate and/or similar knowledge base entries

                  Would like to merge knowledge base entries, especially ones that are similar. With merging, usage count would be accurate.
                  If delete duplicate entries, l"times used" will not be complete.

                  21 votes
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                  • Set 'Exclude' Filters by Proposal, not by Question

                    Currently, if I want to reuse an answer from earlier in a proposal, I must turn off the 'exclude search results form this proposal' setting manually for each question. This is disruptive for my longer RFPs, which may have over 300 questions and many repetitive sections requiring the same content.

                    It'd be much more streamlined and useful to be able to turn the 'exclude' settings on or off for a full proposal. This would allow me to use the setting for smaller proposals, but not have to turn it off over and over again on my longer ones.

                    3 votes
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                    • Advanced KB Editors

                      Would like a super-editor for managing KB data. Finding dupes with a high % overlap would nice. Being able to bulk manage. Self export with some easy way to find.

                      14 votes
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                        We added a Related Questions feature to help find duplicative responses. You can find this when you click into a Knowledge content item. But we’ll keep working on a ‘report’ that would help identify these in bulk.

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