Questions?
They are answered by the XTRF community and our experts
Feedback Records Text Fields
Is anyone else annoyed that the text fields for entering description, etc. in the feedback records are no longer expandable? We used to be able to drag the bottom right corner to see a larger box for easier editing.
Please bring this feature back!
Changes to finished projects
Hello! I was wondering if it is possible to disable the automatic emails that are sent to vendors temporarily (and **easily!**). I ask this because sometimes we have to make changes to projects once the have been marked as "finished" and we have to reopen the projects (not the type of changes you can make without reopening), so the vendors involved in the project receive an email saying they have a new project, which is not true, it's just the project they just worked in, that we had to reopen to make the change we needed. So, is there a way we can avoid sending out those mails when we reopen a closed project? Thank you!
Hi Marcela
I'm afraid that is not possible.
Best regards,
Marek
New Notifications pop up window - where do these come from?
We are using Classic, and occasionally, we have a 'new notification' popup window appear, when you login to XTRF. We cannot determine how this is activated, as it does not happen on every project. The link that appears in the new window is https://XXXXXXXXXX/xtrf/faces/reminder/userReminderWindow.seam. Can someone please help me determine how these are activated? As mentioned, these do not appear in every project. They also seem to leave a message in the CRM for the project. The only commonality I can find, is the comment: Contact Person Unspecified, from the CRM note. Thank you for your help.
Hi Mindy
It seems that those are notifications about CRM task activities. One of the ways the XTRF can notify the user about the CRM activity is a pop-up window.
There's an option in the system configuration > General Configuration > Settings > CRM tab to automatically create CRM tasks (with reminders) for deadlines of Projects, Tasks, Jobs and the Quote expiration date.
From what I can see in your system it is set up to add a CRM task for the project deadline and the quote expiration date. It means that every time you add a project or a quote system creates CRM task automatically, that task has a reminder that should alert the PM of the project (or sales rep. of the quote) one day prior to the scheduled deadline (quote expiry) with a pop-up message.
System is able to display those windows only when a user is logged into the system. If the XTRF is not able to display the pop-up at scheduled time it will be presented to the user after the next login.
If you feel that those notifications are unnecessary you can disable them in the system configuration at any time.
Best regards,
Marek
Job offers going to spam?
One of our project managers recently had some trouble getting vendors to respond to her job offer emails. Is it possible that her job offers were going to their spam folders? Has anyone else had this issue?
memoQ server-to-server setup with XTRF
Hello,
For one of our clients we are interested in setting up a server2server environment in memoQ in order to facilitate cooperation on their projects.
Basically, our client will be the parent and designate us as vendor to his memoQ project. So we wonder how XTRF deals with the project being created in memoQ first and if there is a solution in place for this constellation already?
Has anyone else already ventured in this kind of setup?
Thanks
Vendor's name vs legal name in search bar
When we search for a vendor by name using the search bar, the results that appear are always based on the vendor's legal name, not the vendor's name, which may be different. Is there a way to change this setting?
Hi Seyma
I'm afraid there is no configuration in the system that would allow you to make this kind of selection.
Best regards,
Marek
Unable to upload files
HI,
both us and our vendors are unable to upload files in every single job since yesterday.
Anyone has come across the same issue?
Vendors' native language in Vendors view
We would like to create a view where we can filter for a specific native language. Barring that, we would like to be able to add a column for the vendor's native language to a view. Is this possible? The only options we've found so far are:
- accounting contact person's native language
- target as native language
Neither of those is helpful.
Hi Seyma
The information about specific language being native for the Vendor in represented as the checkbox on the language combination in the Vendor profile. That is why the filter Target as the native language is a simple Yes/No selection. But if you combine that filter with the Target language filter it should give you the information you need.
All you need to do is select the target language you're looking for and additionally set the Target as a native language to Yes.
We don't have a column to show that information, maybe it would be possible to display this information with a custom column.
Best regards,
Marek
Bugs in 8.2
How is everyone else faring with the newly rolled out 8.2.2?
We have come across some serious bugs (CAT analyses not connected to payables anymore, steps starting automatically even though they shouldn't). Are there any other serious bugs you have been experiencing? I think we need more eyes on this to be aware of what is not working properly ever since the latest release.
Where are the notification settings for specific steps in a smart project?
In classic projects I am able to configure specific notification settings per job step, so, for instance, if a File prep step is being done by the Current project manager I would be able to disable notifying the vendor, the PM in this case, that the job has started or has been completed.
I don't see a comparable place to do this in smart project process templates, or in the automation settings.
Can anyone point me in the right direction?
Thanks!
Hi Jamie
There are no settings like this for the Smart projects, it is not possible to switch off specific notifications for selected steps.
Best regards,
Marek
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