Questions?

For some of our clients, the unit rates sometimes keep 3 digits after the decimal point, however, we found that XTRF keeps 2 digits after the decimal point by default. We wonder how to update this to make the quotes more accurate to our client. Thanks!

I need to edit a receivable, but the project has already been marked as closed. It will not allow me to edit the receivables in any way.

The additional person(s) responsible field in the client sales data tab -- we've found that we can't filter to this information, can't add a data column with this information to a client view, and the additional person responsible doesn't appear in client portal. 

Any idea how to search for this information? Is it accessible somehow? Do you use it? 

Good morning,

Is there a way to export a list of all the services we have set up in XTRF for clients which are not currently using the platform?

Thanks!

We use a modified version of the XTRF Quote / Project / Invoice templates, but we want to customize them more. I'm realizing that these templates are so complicated for our clients to read. I see to primary issues. First, most of our clients don't know what a CAT analysis is, so the CAT / TM discounts just confuse them. Second, the way Project/Tasks are laid out are unclear to many of our clients. In a quote, they see a summary, and then a series of tasks spread out into multiple tables. In Invoices, for larger clients that have many projects, some of their invoices are 25 pages or longer. It's just not that functional. 

Has anyone customized their templates to address these issues? For the first issue, I'm considering customizing a template that doesn't lay out the CAT analysis in the detail but only puts a repetition / TM discount. And for a sophisticated client, we sent their custom templates to include the CAT analysis.

For the second issue, I don't know what to do. I am considering creating a customized template the includes details all in a single table, to reduce space and make it a more clear list. But I think that would mean I wouldn't be able to include task-level project minimums. I may be thinking of this wrong, and I'm just over thinking this.

Has anyone given this any thoughts?

Everytime when I enter a mobile phone number in a vendor profile, and click save it doesnt save the number and I have to do it again. It looks like a  bug.

I would like to be able to update vendor data via the api. We're about to implement a new reference check system for all our vendors, and would like to connect it to XTRF. At minimum, I'd like to be able to update a custom vendor field that populates "reference checked out" or "in progress" etc... I'd do more if possible. 

Looking at the API documentation, it seems that there is no Vendor Portal API, and the Home Portal API has a few vendor fields (including custom fields) but they are all get, and no post or put. 

Questions:

1) Am I right? Is it not possible to update vendor data via the API?

2) Is there a work around? What about a macro that updates vendor data, and is accessed via the API. Is that possible? 

3) Has anyone else tried to access vendor data via the API? 

Thanks!

Hi,

is it possible to change email language for multiple vendors?

I don't see such on option in multiple change, nor in macros.