Questions?

They are answered by the XTRF community and our experts

0
Answered

Update multiple Language Combinations not working under Vendors

ida 6 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 1

I am running into a problem trying to update Language combinations to add additional services to a Vendor.


I have 4 language pairs selected. I click on Update Multiple. Then on "editing" under Job types, with Append selected. I click on Apply. When I click on a single language combination after this to see if "editing" was added, it was not.


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If I do this manually by editing one of the language pairs, it does work.


Thanks!

0
Answered

Limit access to client data

ida 6 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 7

Hello, 


I have a 2-user setup. We will probably add more users in the future. I want only the admin account to have access to our clients' data. How can I restrict those in the Project Management user group from accessing client information?


Also, if I do this, how should they create projects with no access to client data? Do they just create a project with files and assign vendors?


Thanks!

0
Under review

How to add users to CRM entries, for information purposes?

Thijs Senten 6 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 2

We register client calls etc. in the CRM module. Sometimes we want other colleagues (other users) to know about a call, an email etc.


It seems we cannot add users as associations. It's also not possible to add a notification/reminder for a memo type entry, I believe.


What would be the best way to include other users in these entries so they are updated when necessary?


Ideally, we would have this information on the dashboard. Let's say all new CRM entries for the last week, or the last 3 days, that are relevant to that user.

0
Answered

XTRF memoq - update Translation Memory

Hi,


I just wanted to check how others use the Resources update function in a XTRF/memoQ project. For example if I have 2 TMs attached to a memoQ/XTRF project, but only want to update 1. Do I always have to deselect the other one in the External Systems->Resources or is there any other way to avoid this and set a rule that defines which TM should be updated and which not?


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Kind regards,

Peter

0
Answered

Non conformities disappear

Berber 6 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 6

Recently I have been adding a few non-conformities in several smart projects but after putting status resolved they disappear from the map and I also dont see them in the feedback of the resource. What is happening here?

Answer
Berber 6 years ago

I submit a support request for this now, as it seems to be more of a bug. thanks marek!

0
Answered

How to change clients' currencies?

How do I change a client's currency? Euro is selected as default and I need to change that or add some other currencies to the clients. Can someone please help?

0
Answered

How to send customer account statement?

Meghan Cooper 6 years ago in Home Portal updated 6 years ago 5

Hello,


I see that there is a template for Account Statement in XTRF settings, and I see some information here https://knowledgebase.xtrf.eu/display/XTRFHelp/Charges+-+Invoices+-+Customer about the "Charges" tab within the Invoicing module. However when I go to the invoicing module I don't see any charges tab or how to use an Account Statement template? Is this discontinued (and assumed that the client would use the customer portal instead), or can you please direct me to where to use this feature? Thank you!

0
Answered

Multiple surcharges/discounts in Task Multiple Change

Hi,


We have created a Quote in about 20 languages. For this client a discount is applied by default (based on the volume from the previous year). After creating the quote it is decided to give a special discount for this specific project. Is there an easier way to apply this to all 20 languages than to do this manually for each language?


In the Task multiple change there is an option to overwrite the discount/surcharge, but when I use this it clears the default volume discount so you cannot set this to multiple values it seems...


Let me know if I'm missing something!

0
Answered

How can I get a list of approved quotes that have not yet been converted into a project?

Thijs Senten 6 years ago in Home Portal updated 6 years ago 6

More specifically: how can I set this as a filtered view, so that I can add a dashboard widget with the sum of the value of these quotes?

0
Under review

If a project has several jobs and deadlines under the same language pair...

If a project has several jobs and deadlines under the same language pair, how and where do we add those dates?

What we definitely will need is to be able to enter more than one client-side deadline under each language pair, since some of our projects have batches of files that come from the client one after the other, and where each batch has its own deadline. Those deadlines are of course not the same as the vendor-side deadlines. Would you then add a dummy-step at the end of the process and call that “client-side deadline”?