Questions?

They are answered by the XTRF community and our experts

0
Answered

Can anyone tell me how I can merge two client contact persons?

Ted 2 years ago in Home Portal updated by Olaf Staszkiewicz 2 years ago 1

I have duplicates that should really be one record.

Answer
Olaf Staszkiewicz 2 years ago

Hi Ted,


There is no merging contacts. We suggest copying the data, and deleting or maybe rather deactivate one of the doubled records.


And if needed you can always post In the Ideas forum.

0
Answered

Notification when no vendor has accepted job/no vendor was selected

Alexandros 2 years ago in Home Portal / Classic Projects updated 2 years ago 6

Hi,


I see in the notification templates that there are emails for "When nobody has been selected to job from Job Offers" and "When nobody has approved an availability request" but I am pretty sure we never receive any such notifications (we use Classic projects). 


I also do not see any such event in the settings. Is this only for Smart projects?

Answer
Olaf Staszkiewicz 2 years ago
You can set this under Configuration -> Workflow Definitions -> Select the workflow you want to modify and then check these settings:

Kind regards,

Peter

0
Searching answer

I need to go back and update a lot of receivables from a lot of jobs. What's the fastest way of doing that?

Angelo 2 years ago in Home Portal / Classic Projects updated 2 years ago 6

A lot of receivables had the wrong quantity, so now I have to go back and change all the receivables.  All the total agreed stay the same, so the invoices stay identical.  What's the fastest way of doing these changes?

0
Answered

Update LiveDocs after Workflow Completion

Peter Kolar 2 years ago in Home Portal / Classic Projects with CAT integration updated by Łukasz Kaleta 2 years ago 4

Does anyone have any experience with this? I want to update the LiveDocs with the translation, but the automatic resource update function does not seem to work for LiveDocs at all.

Answer
Łukasz Kaleta 2 years ago

I confirm what Leo said above. XTRF treats the entire collection as a resource, ie. LiveDocs are not updated in the process.

Peter, feel free to post an idea for improvement in this respect.

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Answered

How do you reopen a job to add a receivable?

translations 2 years ago in Home Portal updated 2 years ago 4

I somehow closed the job and I tried to go back in and add the receivable but it is not allowing me.

Answer
Olaf Staszkiewicz 2 years ago

It can be done in the job management sidebar.

Roll down the job status list and select Revert to Started. It will reopen the whole project in case this was the last job, so you'll be able to edit receivables.


0
Answered

Is it possible to receive (send) a notification when the deadline of a particular step in the workflow is overdue and it has not been closed?

Eduardo D 2 years ago in Home Portal / Classic Projects updated by Emma Skagerberg 2 years ago 13

I believe receiving a notification for when these 2 options happen at the same time would definitely avoid any type of delays on the Project Management's end, as sometimes it could be difficult to simultaneously keep track of all opened steps in several projects. Notification could be send both to Project Manager and Vendor assigned. 

Answer
Olaf Staszkiewicz 2 years ago

Hi Eduardo,


You can specify notification settings in Configuration -> Projects -> Settings. I have these checkboxes in my mind


These notifications are in fact sent only to the Vendor by default, but all defaults can be obvioulsy changed. To add a Project Manager as a recipient, do the following.


1. Go to Configuration -> Notifications -> Notifications -> Templates. 

2. Then, choose the wanted one - When job's deadline is nearing.

3. In the Recipient field, add (by clicking on a plus) the Project Manager, just as shown.


Such prepared notification will be send to all people set in the Recipient field, so in this case - to both, the Vendor and the Project Manager.

0
Answered

How to cancel/reject quote that was approved by the client by mistake?

Tomas Buchta 2 years ago in Home Portal / Classic Projects updated by Łukasz Kaleta 2 years ago 5

How can we cancel a quote that the client approved by mistake so they don't need it? 

Answer
Olaf Staszkiewicz 2 years ago

Tomas,


However it cannot be cancelled, each classic quote can be simply deleted - which removes it also from Client Portal :)

0
Answered

changing to smart view

Marwa Rezk 2 years ago in Home Portal updated by Łukasz Kaleta 2 years ago 5

How t change my Admin view to be smart view?

Answer
Łukasz Kaleta 2 years ago

OK, it makes sense now :)

Go to top bar's question mark (?) menu and click on Try our new Smart Views

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Answered

Automating opening projects

Aida Martirosyan 2 years ago in Home Portal / Classic Projects updated 2 years ago 6

We have raised this question before as well but still...
Our clients send us work orders which have list of movies they want to order along with language pair, movie duration, service requested, etc. Currently the project managers are opening one project for each work order and each movie is one task. Opening a project which has 30 tasks in it is time consuming. A good solution would be getting XTRF to read the work order (can be easily saved as xml) and creating projects automatically (we already have per service workflows). 
Anyone else facing similar issue or would like to automate project opening?

Answer
Łukasz Kaleta 2 years ago

Hi Aida,

To me it looks like a perfect use case for a Smart Connector.

Its role is to start new project or quote based on a repetitive information, or on data stored in a separate file like the XML you mentioned. A connector like this can monitor and capture file uploads to a folder on server disk or in a mailbox.


Here's a YouTube link to our 30-minute webinar on the subject: 

And if you are interested in a more technical intro, follow this link to our Help: https://knowledgebase.xtrf.eu/display/XTRFHelp/Smart+Connectors+-+Technical+Guide

0
Answered

Automatic receivables for a 2 step workflow

Hello,

I have created a few workflow that have 2 steps in them:

Translation + Proofing

Translation + Editing

etc.


I have added both jobs to be part of the receivables, but still, when I use the workflow, I only get the first stage (translation) as a receivable and I need to add manually the second step.

Any advise why is that?

thanks!!

Answer
Olaf Staszkiewicz 2 years ago

Sure Michal. The quantity will never be copied, but it can be imported from another receivable or payable in this language combination. This is how we deal with such situations.



Keep in mind that the Receivable is automatically added to the task, so that's why there is one instead of two. All additional ones must be added separately and manually.


I can also suggest leaving one receivable, and using Translation + Proofing and Translation + Editing Job Types to label it properly. It will require creating new rates, though it may be faster way to then creating receivables separately in the longer period of time.