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Does anyone use SmartProjects 8.3 (current version) with memoQ server 9.1? If so, any known integration issues?

Hello everyone,

I wanted to try an idea where we would "remind" customers about upcoming payments before the invoice is overdue.

We would do this by using an #if in the reminder email to check if the current date is X days before the expected payment date and we would then use a different text, something like "Please remember that your invoice is due on XXX".

However, I am having trouble subtracting dates in XTRF (in fact, I am having trouble getting Dates and not strings to work with).

I would assume it would be done with something like:

#set($number_of_days_before_due=$utils.sub([GET_EXPECTED_PAYMENT_DATE, $now))

But I cannot find how to get the expected payment date. I would have assumed it was $customerInvoice.getExpectedPaymentDate() or

$customerInvoice.calculatePaymentDueDate() but that does not work. 

Does anyone have any ideas or pointers?

We would like the option to sort by client name added in task views. It is possible in project or job views, so why not add it also to task views? Searching for a client isn't the best, as you can search for clients that aren't indeed on the list.

It would greatly simplify invoicing tasks to clients and not forgetting certain ones.

In the past I had the same PM as 2 different users in XTRF, because of different roles.

After deactivating one of them, I want now to "merge" the 2 users to the only one actice user.

Any idea? Macro?

Thanks

Juergen

I'dd like to send a request for availability to 5 internal vendors for a specific job in a smart project (validation of the quality check). Can I send the request to the users and (if they don't answer in time) repeat again the request with the same 5 vendors? again and again...

Is XTRF 8.3.11 compatible with memoQ 8.7?

And when do we expect compatibility with memoQ 9?

Could you please expound on the new concept of the First Close Date (released with 8.3)? Currently it seems as if this field is left unlocked after closing the project. Will an additional field be added/visible when reopening and closing a project? So far I am not able to see such a field, unless the the finish date of the last job of a project is that field. I am sure there is an easy explanation.

Speaking of which, it would be helpful to continue posting an example for each new feature of the latest minor release, as was partly done in the past. The same goes for compatibility of the new XTRF version with CAT tools, e.g. is XTRF 8.3 compatible with memoQ 9.0?

Hello, I was wondering if we can add a different category to Feedback Reports.

For example, other than Client Complaint, Client Approval and Internal Nonconformity, can we add Project Manager Approval because we would like to keep record of PM feedbacks as well.

I saw that there are a few topics about customising it and nearly all of them have a comment saying `there is a thread on our other forum about customization of the feedback report` but it's like a loop and I didn't find an answer when I checked those topics.

Thank you very much!

I have an on-going (and unfortunately long-standing) ticket with the HelpDesk about this, but I am wondering if everyone is having the same difficulties as we are.

We like having project related messages easily accessible in the Messages tab of a quote/project/task/etc. It's a great way for anyone who wants to know more about the project (especially what was communicated with the client) to quickly catch up with everything. This works fine with messages the system associates automatically. However, when we try to associate e-mails manually from the CRM > Mailboxes section, the process crashes.

Has anyone had this problem and figured out a way around it?

We've noticed that when filtering views to include the number of jobs a vendor has completed, there's an inconsistency in terms of how "zero" jobs are represented in the "Number of Jobs" column. We see "0" for some vendors and " - " for others. 

I can't understand why some vendors would have one shown versus the other. Do they indicate different things?

On a related note, it's very inconvenient to have "zero" jobs marked as " - " instead of 0. This makes it impossible to filter for vendors who haven't done any jobs yet (instead, we have to include them in a larger list of vendors and then sort the column by number of jobs to find those who haven't done any).