Questions?

They are answered by the XTRF community and our experts

+1
Under review

XTRF 8 - Stability issues - I wish we could go back to version 6

Laszlo Kovacs 5 years ago in Something Else updated by Jussi Rautio 5 years ago 42

After some months of using XTRF 8 after version 6, our experience is that this is a huge leap backwards in terms of usability, stability and reliability.

Some functionality we liked in version 6 is broken, while we don't really get any usable new functionality in return (except the Erase personal data button, which was used once in the last 3 months).

I really wish we could downgrade...
Do you experience the same?

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Periodic jobs: run once/now AND periodically?

Meghan Cooper 6 years ago in Something Else updated 4 years ago 3

Is there a way that a periodic job that usually runs regularly could be run once on command as needed, and then revert back to its regular schedule (i.e., not stop the periodic job and then "run once," but just run once between the regularly scheduled executions which are momentarily idle)? On the Browse Periodic Jobs page, you have to stop the job, then click "run once." And if the job is on "run" but idle at the moment, there is no place on that specific periodic job's page to "run now" unless it is first stopped. Depending on the jobs, it can take a little while to run a job, so we'll click away, and often forget to turn the periodic job back on. This is usually the case when we have a sync issue with QBO and have to manually run it "now" instead of its regularly scheduled time in a few hours.

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Answered

Files/Folder Encryption

Some of our clients are asking to store their files encrypted, which XTRF doesn't do it by default, Will XTRF be affected if we use a tool like eCryptfs to encrypt Project Folders in the server.


Or what would be the practice that you recommend to comply with the encrypted storage.


thanks

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Answered

Is there a way how to delete a process template?

Clarice M. 6 years ago in Something Else updated by Aly 4 years ago 9

Is there a way how to delete a process template instead of just making it deactivated? It still shows up this way and any duplicate process templates that were created by mistake or duplicate ones are useless. 


Thanks for your help.

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Answered

Creating an invoice in another language

For some of our clients we will need to create invoices in Greek, based on another template, although the default language is English. Could you please advise how we can do that?

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Under review

Anyone familiar with Xilio?

Łukasz Kaleta (Senior Customer Success Manager) 6 years ago in Something Else updated by Leo Gurman 6 years ago 8

I am just curious if anyone here came across Xilio and found it interesting.

http://www.xillio.com

https://youtu.be/QH6C6ucIlZ4

Would you like XTRF to enable integration with that tool?

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Where to save feedback if vendor abandons job?

Seyma Albarino 6 years ago in Something Else updated by Laszlo Kovacs 6 years ago 2

If a vendor abandons a job s/he accepted, where can we save feedback so that other PMs know about this experience? Once the job is canceled or reassigned to a new vendor, it's no longer associated with the initial vendor, so there's no place to record feedback on the vendor's poor performance on that particular job.


Any suggestions as to where we can record feedback for this type of situation? Thank you!


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How to set a new mailing list

Marta Caeiro 7 years ago in Something Else 0

Hello XTRF team


I need to select some contact persons from each client and send them all the same e-mail.

I see there is an option to send the e-mail to a mailing lis, on the CRM module,bu I can't see how to form a new mailing list. 


Help would be much appreciated.


Best,

Marta 

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Quick Books Online API integration

Nick Briggs 7 years ago in Something Else updated by mark 7 years ago 5

Hi Forum users,

We have recently moved over to Quick Books Online and subscribed to the XTRF Intergration API.  Was wondering if any other XTRF users are currently running the integration successfully. We would be interested in sharing our experience and potential issues.


Thanks all

Nick

0

Macros: retrieve view results

Juan (Comunica Translations) 1 month ago in Something Else updated 1 month ago 0

Hello:

I was wondering if you found out a way to retrieve view results from inside a macro. I don't get to see any Service/Object in the documentation in order to specify a view ID and retireve all the results.
Something like waht's done in the API for the ednPoint:

home-api/browser?viewId=xxx

Thanks in advance.
My best regards.