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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.

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?

Kind regards,

Peter

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?

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?

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!

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!

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?

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”?

We work in Smart projects.

To be able to measure costs, we have added our PM:s as "vendors" (Linked with users) and add a cost for project management for each project. This means that the calculated magin in xtrf includes both internal and external costs. Now we are looking for a way to create a report for the margin after external costs only, as well as one after external and internal costs. That is, Margin 1 and 2.

Any suggestions to how we could do this?

Hi,

For our client-facing reporting, we often need to report the time-to-market, or turnaround time for our projects. I am looking to create a report for a client who is asking for turnaround time at both the project and task level.

So, for instance, let's say I have a start date for the project - e.g. March 1, 2018, and delivery date of March 8, 2018. The TAT for this project is 7 calendar days / 5 business days. I am looking to calculate this info across all of the projects (and tasks) for a particular client.

For now, we are only able to export a report with the start and end dates, copy this into Excel, run a formula and in this way get the TAT at the project and task level.

I was wondering if something like this was already available in XTRF and if not - does anyone have any ideas as to how we might get this from XTRF, perhaps using a virtual column?

Thank you,

Jaime