Questions?

They are answered by the XTRF community and our experts

+6
Under review

WYSIWYG for Client and Internal Notes

Sancho Leath 1 year ago in Home Portal / Smart Projects updated 1 year ago 2

There was talk to have this feature implemented for 8.2 and then 8.3. For which version is it currently planned?

Besides formatting tools to differentiate and highlight important pieces of information in these notes fields, having active hyperlink that are clickable in the notes fields would be very practical.

Answer

Hi Sancho. In XTRF 8.1 we introduced clickable links for Client Notes (Client Portal) and Instructions from PM (Vendor Portal). There are no plans for the nearest future to introduce a WYSIWYG editor for the notes fields or formatting by means of markdown (although it was in our plans some time ago, indeed).

Here's a related discussion on Product Development Ideas forum - I can see you already "liked" it and posted your comment.

https://xtrf.userecho.com/communities/1/topics/976-format-internal-and-customer-notes-in-quotes

+6

Notification of notes from vendor?

Meghan Cooper 2 years ago in Home Portal / Classic Projects updated by Donna Meyer 2 years ago 3

Is there any configuration to trigger an automated email notification when a vendor leaves a note on a project (located: Task > Job > Instructions > Notes from Vendor to PM)? Or a view that would showcase this easily. We frequently have projects with 45+ language combinations, and it is not feasible to look in each job to see if a note is there (and vendors sometimes leave notes there instead of emailing us, assuming we will notice). This is referring to Classic Projects.

+6

O365 Add on (Excel)

Robrecht Belien 2 years ago in Home Portal updated by Martynas Juodis 2 years ago 10

Hi,

I really love the google sheets add on to get the smart views.

Are there any plans to create the same for O365 (Exel) ?

If not I'm willing to develop it and maybe someone would like to help.

+5

Multiple Change in Views

Laura Jimenez 10 months ago in Home Portal 0

Hello,

Would you find useful to have the Multiple Change option in the Views configuration?

For example: what if you create a new user group and want to share with it a few of the views? Right now there is no other option that doing it manually one by one.

+5

Add instructions to specific job in workflow

MindyK 2 years ago in Home Portal / Classic Projects updated by Sancho Leath 2 years ago 2

I have many workflows, and am wondering if there is the option to place instructions within a specific job, in a specific workflow, so I don't have to add the same instructions each time. Is it possible to do this in the workflow configurations?

+5
Searching answer

Best practices for changed source documents

Sancho Leath 2 years ago in Home Portal / Smart Projects with CAT integration updated 2 years ago 13

Customers will send changed source documents quite frequently. Even though we are experienced users of Smart Projects, we are not sure whether we are using best practices for such scenarios. Quite some time ago, we discussed the need for better handling of source document reimports (integrated with memoQ). Not sure where this is on the roadmap, which is why I would like to UE community benefit from this discussion.


Scenarios:

(1) Integrated memoQ project with bilingual source documents already created, but translator hasn't started.

(2) Integrated memoQ project with bilingual source documents already created and translator has started, but not delivered.

(3) Integrated memoQ project with bilingual source documents already created and translator has started and delivered. Bilingual document is now with proofreader.


What is the best way to handle both file management and finances (receivables/payables) in these scenarios with the current Smart Project design?



+5

Vendor availability accuracy

Sancho Leath 2 years ago in Home Portal / Smart Projects updated 2 years ago 1

Vendor availability is a useful parameter for PMs when planning projects. Based on the productivity of each vendor and the assigned jobs, the remaining availability for the vendor is displayed as a graph or percentage. Has anyone else come across the following issues and are these bugs or is there a workaround?


  • If a job is accepted but does not specify a volume yet (e.g. project announced by customer without volume info), the availability of the vendor for the estimated time period of the job is completely blocked, i.e. the availability is down to 0%. The same is true for editing jobs that are specified/billed by the hour once the job is finished. Rather than completely blocking the vendor availability when the volume of the job is not known yet, the availability should either remain unaffected (until volume is entered for the job) or a more sophisticated indicator for unspecified volumes is used (color, pattern, asterisk, etc.).
  • Vacation days entered by vendors block the availability on those days. The current issue is that XTRF does not use calendar days (e.g. June 20) but hourly ranges (e.g. 00:01 to 23:59 of June 20) for this blocking action. Due to different time zones, one vacation day as entered by the vendor now registers as two vacation days in the Home Portal (e.g. June 20 and 21). I believe this is a known issue, as the time zone bug has been on the list for a long time. But since development seems to be driven by voting now, I wanted to get this out to the UE community.
+5
Answered

Package quotes

Here is an idea - when customer request a quote often he doesn't know all the options available. For example, he request a translation (in his understanding it's a service with only one job type) via email. But we instead provide him with a package quote with different options to choose:

  • translation only
  • translation + revision
  • translation + revision + QA, etc.

Of course we can indicate those as different services and workflows in the system. 

But the idea here is to give customer a possibility to choose directly from the e-mail/portal the option that best suits his needs and indicate the price for each option. 

Then, in a perfect scenario he chooses the option via 1 click and PM receives notification and quote is converted into a project with selected service.

 

What are your thoughts on this?

How possible is this scenario? Maybe someone has some advice or workarounds for this?

+5
Searching answer

Work log (time tracking feature)

Katie 3 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 38

Has anyone used the add-on feature of the work log, where users can track how much time they are spending on different tasks? If so, do you have any thoughts regarding its usefulness and accuracy?


Thank you!

+4

LQA process in XTRF

Jan Hinrichs 12 months ago in Home Portal updated by Martyna Pałasz (XTRF Deployment & Training Specialist) 12 months ago 2

How can we run a LQA process in XTRF with external documents and link them to the vendors. 

Use case: we evaluate vendors periodically with a balance score card

Ideally we would use XTRF e.g. the reports section "Client Feedback" to add the LQA information and to close with Pass or Fail. 


How does the rest of XTRF users deal with this issue?