Questions?

Dear All,

Do you know the variable name for the Client PO Number for customer invoice BIRT Template?

Thanks.

Thierry

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

Is it possible for Project Coordinators to receive all notifications instead of Project Managers getting them? I am referring to Vendors' and Job's notifications.

Hello! I just updated the file list for vendor A in my project, and Vendor B got notified as well, because the file got automatically shared with both vendors, even though it was destined only for Vendor A. The only way to prevent this that I know of is marking the file to be shared as "Other", so it doesn't get shared with anybody, and then sharing it manually with the vendors I want. Is there another way to do this? Thanks!

Hello again everyone,

We want to customize the "When quote is sent to client for approval" notification email (Classic Projects) so that it checks whether that customer has overdue invoices and their amount to add a custom text like (Please take care of the following overdue invoices).

The way we tried to go about it was:

#set($c = $utils.unwrap($quote).getCustomer())

#foreach($f in $c.getInvoices()))

#if ($f.isOverdue())

$overdue="TRUE"

//Print table with invoice information

#end

#end

However, we do not seem to be getting the set of customer invoices with $c.getInvoices(). I think it has something to do with the fact that the first line gives us a snapshot of the customer instead of the actual object, but maybe I am wrong. Does anyone have any clue how to approach this?

Hello,

I wanted to ask what would be the best practice for resolving the issue I encountered in the attached print screen. I needed to map my client with external system (XTM CAT tool) so I was introducing the ID number from XTM into XTRF. But XTRF is telling me that another partner already has the same credentials.

I would like to find that another partner and remove the ID from his account, to be able to map correctly my current client. I was not able to look for "Name in external system" anywhere. I tried adding filters, views, etc - but no success. 

I would appreciate any advice!

Best,

Monika

Hi,

I just anonymised contact data of a client contact person.
When searching for the first or last name of the anonymised person, XTRF still shows the anonymised profile among the search results. How is that possible if the date have been anonymised earlier?

Michal

Hello,

We would like to change our default payment terms for our clients. It is currently 0 days.

I can see that we can change it by going over each client but I would like to know if there is a way to change it globally which applies to the client profiles that will be created in the future as well.

Thank you very much!

Is it possible to assign different task workflows to a project workflow,

e.g. task = translation + another task = desktop publishing