Questions?
They are answered by the XTRF community and our experts
Planning work PM.
I want to propose a question. I do not know if there is such an opportunity in XTRF, correct me.
I like PM to plan my work. And I want to know when on what day or month my providers plan a vacation or are busy with other work.
In this regard, the question. Is it possible to send out XTRF from the providers that interest me (just a few), as it is done in mail clients(Outlook or The Bat)? In this newsletter, I will write that "Dear providers, I ask you to write when you are planning, your vacation, etc." And in response to this newsletter they would send me their answers.
Ideally, I would like the provider to fill out the calendar of its availability through my own, and I would have seen and used this information in my future work.
I hope that you will understand what I want.
To add additional columns in the Projects module
Is it possible to add additional columns in the Projects module or in the Dashboard module and its Notes tab using filters to the Tabs of the Job Display tabs: Contact Person (Jobs tab), Quantity (Job payables tab), Start Date and Time and the Deadline (Main Data tab), Volume of words (not only frome Smart project)?
We would like to see more information about the project in any module or in the Projects module or in the Dashboard module.
If this cannot be seen in one of these modules, is it possible to make a full report in another module (form)?
So you want to display data from several different scopes in the same view i.e. use columns that are not directly available in a view? Use Virtual Columns.
Default calculation unit for a specific client
Hi all!
Our default calculation unit for job type "translation" is source word, but we have one client who we always charge by source page. Is there a way, either in the client profile, in a process template, or anywhere else, to always have the translation job default to source page for a specific client?
Thanks!
How do you send email notifications from XTRF?
Hi,
I am wondering if you can share how do you send email notification from XTRF?
We have been using mailgun.com to a decent satisfaction. However, occasionaly their (shared) IPs can get blacklisted and delivery to private domains hosted by smaller providers (e.g. johnythetranslator.com, not gmail, hotmail etc.) tend to be blocked. We have now switched to a dedicated IP to see, if we can avoid this issue.
Can you, please, share your experience if anybody uses
- any other providers (e.g. sendinblue, mandril, sendgrid, etc....);
- has implemented other solution to send notifcations?
Thanks
Where to note vendor's references have been checked?
We would like to be able to see at a glance whether a vendor's references have been checked. What would be the best way to note this in the vendor's profile? We're considering a custom field on the Main Data > Identification Data page but we're interested in how others are recording this. Thanks!
Customising PO file name
It would be great if we could customize the PO file name. We'd like it to match our previous naming convention (i.e. job number, the term 'Purchase order', provider name). Is there a way to do this or could you add this to your roadmap?
How to automate the creation of folders
Good evening!
Is there a way to make an automatic creation of folder with the project in the client you choose?
Like I have a client named "Shell"
I just create a project choosing this client and on my local disc it creates a folder with the project name
Linking projects
Is there a way to link two projects in XTRF so that the client receives the deliverables under the same project number?
Mid-project process changes
I have a project into FR, DE, IT and NL. I had planned to use a TEP provider for the translation into NL. Their delivery was too late for the client. I placed the translation and proofreading step with two freelancers (outside of XTRF because I couldn't find a way to add the NL freelancers).
I'm using a process fork and the FR, DE and IT providers have already accepted. How do I update the steps in the workflow to accommodate the NL freelancers?
Gmail password change
Hello, I had to recently change my email password. This email account is connected to XTRF and therefore I can no longer send my invoices or estimates out from the XTRF platform. Where can I indicate the new password on the XTRF platform? I am signed in as the Admin.
Thanks
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