Questions?

They are answered by the XTRF community and our experts

0

Quote timeout

Hello!

Can someone advise me, if I can somehow customize or manage quote timeout?

We have run into situations when difficult quote is created, but it times out too soon and all already registered info is deleted and quote set back to start.

0

Create view - only client that never accepted quote / projects

d martins 4 years ago in Home Portal updated 4 years ago 2

I would like to create a view, in the quotes module preferably, where there are only listed the clients that only have pending / sent / rejected quotes. I don't want the clients that have accepted even one quote.

Is there any way to make a view like this with the help of the filters?

0

Automate Discounts

Hello,

is it posible to automate a discount when wordcount exceeds, lets say, 20.000 words?

Thanks

Laura

0

User Group Rights

Aly 4 years ago in Home Portal updated by Martyna Pałasz (XTRF Deployment & Training Specialist) 4 years ago 1

I need to remove the Rights of a specific User Group so that they can still see projects, but not the Client Receivables. I removed everything related to Clients and Receivables from the User Groups and Rights tab for that specific User Group, but when I log in from their account, I can still see the Receivables in old projects.

How do I continue?

0

Wrong analysis when changing quote to project and changing the workflow type from non-cat to memoq

Peter Kolar 4 years ago in Home Portal / Classic Projects with CAT integration updated by rodrigo 4 years ago 1

We noticed and are able to easily recreate a bug in XTRF. If a project

manager changes the workflow of a task from "normal" (non CAT) workflow

to a workflow with integration (memoQ), XTRF for some reason pulls wrong

analysis from memoQ. The analysis is always several times larger than it

should be, both for receivable and payable.  Same goes for converting quotes to projects and changing the workflow. Has anyone else noticed this problem?

We have been dealing with this issue for several months now with no solutions from XTRF support, so I wanted to check if anyone else noticed anything similar.


Kind regard,s

Peter

0

Business reports: Monthly quote conversion

Is anybody able to explain to me exactly how the built-in Monthly quote conversion report works, please? I can see that it is a  "relation" type report ("Relation: Number of Tasks / Number of Quote Tasks") but I cannot tell from this exactly how it is working. Is it comparing the number of quote tasks added in one month against the number of project tasks created in total that month? (This wouldn't work for us as we do not quote for every project). Or is it only comparing the number of task quotes against the number of project tasks converted from quotes?

Thank you.

0

Is there a quick way to see how many (count) target languages are in a project from views?

Will Yao 4 years ago in Home Portal updated 4 years ago 4

Hi,

Is there a quick way to see how many (count) target languages are in a project from views?

I'm really unable to get any useful information from the current "Language" combination column in views without spending some time copying the list out and manipulating it:

Image 1398

Thanks,

Will

0

Word count (and/or payable) per job report

Carlos 4 years ago in Home Portal updated by Martyna Pałasz (XTRF Deployment & Training Specialist) 4 years ago 1

Hi there.


I would need a report or a view of the jobs performed by vendors where I can see the word count and/or the payable per job.


It seems in the different columns I can choose from in my views, I only have access to "All payables" (I guess that's for the entire project, not just the job) column. Is there any built-in feature that would allow this?

 

I have read in other threads that this can be achieved with "virtual columns", but I don't know if this is something I have access to, because I don't know what this makes reference to.

Any help or guidance would be very much appreciated.

Thanks so much in advance!

0

Search Filter for Tasks/Jobs so Multiple Changes can be targeted to only the Jobs I want across many languages

Will Yao 4 years ago in Home Portal / Classic Projects updated 4 years ago 3

Would it be possible to add a search filter for Tasks/Jobs for a launched Project? For example, if I can search and view only Jobs based on Job name, type, or some other things.

It'd be useful to apply Multiple Changes across multiple languages without having to manually scroll through a huge list.

0
Answered

Redesign of Document templates editor

Michal 4 years ago in Home Portal updated by Meghan Cooper 2 years ago 12

Hello XTRF,

can we please learn details about the planned redesign of document templates editor announced in the December 2019 Looking ahead to 2020 blog?

Image 1395

Answer

Hi Michal. We had to switch our priorities for the second half of 2020, so the development of the new editor got postponed, unfortunately. It is still on our roadmap though, and we want to resume the works in Q1 2021. Currently, we're aiming for the summer with the release.