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Can't generate PDFs
hello, some of our XTRF users can't generate anymore PDFs for POs, quotes... This started 2 days ago and it not experienced by the entire team. We all use Chrome as a browser, same version. It seems that the PDFs could be generated in Firefox with no issues. However, our team likes Chrome - do you have any idea what could be the settings affecting this? Or anything else... Thank you!
(Smart Projects) Multiple processes in a single project, similar to creating new tasks in Classic.
We receive small, periodic job orders from a particular client several times a month. The way we handle this in Classic projects is by generating multiple tasks within a single project that we create every month (not the same vendors are assigned to every small job order). We are currently transitioning from Classic to Smart, and would like to keep handling this client's requests using a single project per month. Is there a way to achieve this using Smart Projects and keep a detailed record of each order (like we had with tasks)?
Thanks in advance.
Smart Projects: Splitting a job (3-way)
In Classic projects we had a way of splitting a job (say Translation) in several parts. But it seems Smart projects doesn't have this option.
Is there anything we can do to have a single project with a translation job split 3 ways, one editor, and one Proofreader?
Thanks.
How to Manage BYOD
How to prevent user from accessing the XTRF profile from his own device? Moreover, i need to allow only use of XTRF from company device or to manage all BYOD.
Is there a way to make multiple changes to the System's languages at once (like making changes to Clients)?
I need to make changes to almost 200 languages and the change is pretty simple. I want to make them inactive. I'm sure (or at least sincerely hope) there's a way to make that change by simply marking them all and clicking somewhere, but I can't seem to find that option in the same way I can find it in the Clients tab.
Am I missing something?
Show internal or client notes in Dashboard
Is it possible to show the client or internal notes (see image below) from a project (Smart) as a column in the dashboard? I think have marked ALL the "Notes" checkboxes in the column tree, but none of them show these notes.
Thanks
Filter by Tax number
Is there a way to search / filter clients in SmartViews by their Tax No.?
Which client properties does the Client Properties filter search in?
Thank you!
Is it possible not to close a project after the last job has been set to ready?
When the final job is set to Ready, the project is automatically closed, even if the PM has not delivered the files to client. Is it possible to avoid this, apart from creating a new job called Delivery to client or similar?
We also add a final PM step for QA or PM review... This is what we use to allow the PM to close the project manually.
BIRT Template Client PO number to be inserted inside invoice
Dear All,
Do you know the variable name for the Client PO Number for customer invoice BIRT Template?
Thanks.
Thierry
task deadline in smart project
Hi XTRF,
I have noticed that sometimes the task deadline in a Smart project is empty while the project deadline is filled. I would have expected that in Smart the task deadline is always the same as the project deadline, but apprantly there is exceptions.
For reporting purposes, it is important to know what is going on here. Is there some logic, or is it a bug somewhere?
Thanks in advance,
Regards,
Krijn
Customer support service by UserEcho