Questions?

They are answered by the XTRF community and our experts

0
Answered

Is it possible to serch in view on multiple clients?

Robrecht Belien 1 year ago in Home Portal / Smart Projects updated 1 year ago 2

Hi, 

Is it possible to search on multiple clients (or in any other text filter) by using some sort of expression?

eg: If I have a view with the filter "client name" can I search for "client x" and "client y"?

Regards,

Answer

Hi Robrecht

It depends on which module you have this view because some filters are not available in all modules.

When it comes to the filters there are several types of filters in the system (just like the types of custom fields): tex type, selection, date etc.

The "Client name" filter is the tex type, it's a simple text filter and it is not possible to use it for this purpose. It will allways search the inserted strings of characters againts the names of your clients. 

But there is another filter called "Client" and it is a selection type. For example in projects module you will find this filter in the Client group


Please bear in mind to select the multiple selection in the configuration of the filter. This way you can search for projects of more then one client.


This filter is available for views in: Opportunities, Quotes, Projects and Invoicing modules.

It is not available in the Clients module.

Best regards,

Marek

0
Answered

Rates in projects/tasks view

Krijn 1 year ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 1 year ago 1

For external reporting purposes we need report on word rate that was invoiced. Now I only see the possibility in the view to add totals. Is there way to have this more specfied? So in our report we want to be able to retrieve information like 21 cents per word for 6000 words.

Thanks if you can help.

Answer

Hi Krijn

There's no column in the system that could show you such information. It is possible that it could be added as a Custom Column (Virtual column). 

There are some examples of column code already shared by the community, you can try to search there for something similar:

https://xtrf.userecho.com/communities/8/topics/633-sharing-virtual-column-code

Or you can contact your Customer Succes Manager if you'd like to get this kind of customization from our Customization Team.

Best regards,

Marek

0
Answered

Change or remove LISA evaluation score

Sancho Leath 1 year ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 1 year ago 6

I was surprised to find out that it is not possible to change or delete LISA evaluation scores in Smart Projects. Helpdesk asked me to raise the question here.

So what are you to do if the wrong score was submitted, or in our case, you simply want to remove LISA evaluation scores because you're not using that scoring system anymore?

Answer

HI Sancho

It is not possible to remove the LISA evaluation once it was submitted. But you can change the score by changing the Error storage and submitting it again. The system will recalculate the score.

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Answered

Release notes for 8.1.7 and 8.1.8

Sancho Leath 1 year ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 1 year ago 1

Could you please add the release notes for these two versions? Looks like SaaS was updated to 8.1.8 on November 10. Would be good to know what was addressed in these patch fixes. Thank you!

Answer

Hi Sancho

I've added appropriate entries in the Versions forum.

Best regards,

Marek

0
Answered

Applying overall project discount

Emily Nash 1 year ago in Home Portal / Smart Projects updated by Cori Alcorn 1 year ago 8

Apologies if this has already been asked elsewhere, but is there anyway of applying a bulk discount to the total cost of a project rather than going through language by language?

I even tried setting a discount at client level in their price profile but it didn't have any affect on the quote when I created it.

If this isn't currently possible I think it would be good to vote on it as I believe many people would benefit from being able to apply an overall discount, especially on projects with over ten target languages.

0
Answered

Multiple source languages in Smart Projects

Emily Nash 1 year ago in Home Portal / Smart Projects updated by mark 6 months ago 7

Is there a way of adding multiple source languages into a Smart Project for quotation purposes.

For example, I have a project with 18 target languages. The client requested translation from EN-US, however it works out more cost effective for them to translate into ES-ES and PT-PT first, before adapting the content from ES-ES to ES-419 and PT-PT to PT-BR.

I want to be able to show them in the same quote, as well as in the same project. Is there anyway that this can be done?

Alternatively, can this be done with Classic Projects?

0
Answered

Placeholders for email templates

Katie Black 1 year ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 1 year ago 3

Good morning,

We would like to add the amount of total words and the client name in the email templates that we send to our linguists when sending a job offer. Could you please let me know how this could be done?

Thanks!

0
Answered

What is Default TM Rates Type

I could not find an answer to this in What's on this page or the Forum. This field is found in the Price Profile of vendors, under Competencies & Rates. The options are Percentage or Fixed.

Answer

The field is Default TM Rates Type. It is found on Client Settings and Vendor Settings > Default Values. 


The default value is Percentage. 



0
Answered

dividing word count on different linguists

a.fahmy 1 year ago in Home Portal / Smart Projects updated 1 year ago 4

Hi There


When we try and split a process what we mean is to divide the word count on 2 linguists or more, what happens is that the task is duplicated and all the vendors have the same word count which equals to the total word count of the project. this may result in wrong payable information at the end of the month. i guess we are not using the right option for our purpose, to summarize, if i have a 1 phase simple translation project with the word count of 1000 words, how can i create 2 jobs for 2 different linguists 500 words each?

0
Answered

quote template

Marcela 1 year ago in Home Portal / Smart Projects updated 1 year ago 3

Hello! I was wondering if we can add information to our Quote template, such as deliverables, format of the files delivered, medium, etc. Thanks!