Sprint 144
The history of the internal release notes can be found here. |
Sprint 144Release date: Monday 25th of March 2024
Why
Buyers don’t always want suppliers to know their contact details, to prevent suppliers try to reach out to them outside the system (like calling them). Especially in big tenders - like DPSs - or tenders about sensitive topics, buyers want their contact details to be anonymous. This concerns the name, phone number and email address which is shared on multiple places inside the tender and on public pages.
This feature is marked as a gap with Negometrix3, where buyers are used to be able to use this.
What
When a buyer has created a tender it is now possible to add the Anonymous buyer settings, so the buyer can anonymous or change the contact information which should be available for the suppliers in the tender.
Enabling and editing the Anonymous buyer settings is only possible for the Lead Buyer/Admin (and have a valid license) in the tender.
To enable the setting, the LB/Admin must access the tender, go to the Team tab, and then click on the tre dots for the Lead buyers and choose “Anonymous buyer setting”.
In the Anonymous buyer setting the LB/Admin is now able to enable the functionality, and fill-out the wanted contact information - Name, Phone number and Email. It is only Name that is mandatory field to fill-out, while Phone number and Email is optional. After adding the Anonymous buyer information, then click on the Save button to active the setting.
Only the filled-out fields will be visible for the suppliers in the tender.
Please note if no phone number is added, then it will be the phone number in the organization profile that is added as the contact person's phone number.
After saving the Anonymous buyer settings, there will be shown a yellow information bar in the Team section informing that the Anonymous buyer settings has been enabled.
Suppliers view after enabling the Anonymous buyer settings
When a supplier gets an invitation for a tender, then the information of the contract person will be changed to details added in the Anonymous buyer settings.
The contact person is also changed when suppliers have registered for a tender, and click on the contact person in the Overview session.
When the first eForm in the tender is created, the anonymized values that are entered in the anonymous buyer settings are used to prefill the contact person details in the eForm. Please note the following:
This only applies to the first eForm that is created in a tender. If an eForm is already created (or published), the anonymized values will not be automatically added. These values will be copied from the earlier form instead.
If the phone number or email address were left empty, those values will also appear empty in the eForm.
In this release, the following small changes have been implemented:
Internal documents - In the properties of a tender it’s possible to add internal documents, which are only visible for buyer participants. These documents were not part of the full export of a tender. These are now added in a subfolder of the Properties folder in the full tender export (ZIP export). Obviously, these documents are NOT visible for supplier and are not added to the public tender export.
Permissions - A change has been implemented in the organization permission to “Manage tender folders”. Before, you would not be able to move a tender to the bin without this permission because the 3 dot menu for tenders was not be visible. Especially for bigger organizations, it’s not desired that all buyers have the permission to manage tender folders. For that reason, the following changes have been implemented:
The 3 dot menu per tender is now always visible. The action “View” is always available. The actions “Move to bin“ and “Move to folder“ are also always shown, but only enabled if you either have “Edit tender” permissions within that tender, or the “Manage all tender permission as a LB/admin” on organization level.
The 3 dot menu per folder is now only visible if you have the organization permission to “Manage tender folders“.
General - Fix