They are answered by the XTRF community and our experts
I would like to add the Terms of Service to XTRF, so that my client can access it at any moment if need be.
Right now we added these to our quote templates, but this is getting quite heavy on the quotes.
Maybe you already have a solution for this?
I know you can put a SLA in the Vendor Portal, so maybe there is an equivalent for Clients?
Thanks in advance
This is a suggestion for improvement. Clients, and their bosses, need to be able to modify a quote after submitting it.
What happens regarding invoicing if we make it so that a current separate client in XTRF now becomes an office (which is a sub-account from what I understand) or a parent client? (We had treated what are technically just branches of the same company as separate clients in XTRF). Is there only one invoicing data section (and contact to be assigned) which would apply to the overall client, or can this be tweaked on a per-branch basis?
We are trying to clean up to more closely reflect how our clients are structured, but this may mean adjusting their structure in our accounting system as well.
I created a custom field, and made sure the option "Available for Client Portal" was ticked, but still can't make it available in the client portal? Am I missing any setting?
Can we make it possible for a client to continuously add files to a project through the Client Portal?
Say you have a client that has an ongoing project. They will be conducting interviews and continuously receiving the recordings over the course of 3 weeks. They need these recordings added to the same project.
Day 1: client Launches a Project through the Client Portal and uploads 2 files
- Our team starts the project, then 2 days later...
Day 3: the client has more files they need to upload to that same project
...but they can't. Is there a way we can make this happen, please?
In my delivery notifications I'd like to add a direct link to the feedback form in the portal.
It doesn't seem to have its own URL - is there a way to create such a direct link, resulting in the popup being opened and ready to use?
(Btw, I'm not interested in the survey as an alternative - it needs to be this form.)
I need to know how to customize the clients's invoice template if some of them has a preferred one or has some specific items to appear in the invoice
please let me know how to do it
To customize the document template you need to change the .rtpdesign file and upload it back to the XTRF as a new template.
Here you can find an instruction.
Regarding the document template customization we can do it for you as an additional service, in that case, please contact our support or your Customer Success Manager.
You can also do it on your own but please be aware that modification of the template file might require some coding knowledge.
Here you can find an instruction that might help.
Hello! Is there a possibility for a customer to see how much is charged for what tasks in a project? Now I see only total sum and cannot find any details.
Following the docs:
I can pass multiple statuses in query.
However when I make request to:
Then I get 404 Not Found, instead of expected 200.
Passing single status works fine and gives 200:
Am I doing something wrong or docs are bad?
How can I send couple of values of "multiple selection" Custom Field in Quote Request, using either Customer or Home Portal API? I can see that "value" accepts only strings, not arrays?
Customer support service by UserEcho