Questions?
They are answered by the XTRF community and our experts
Bulk mail to all providers
Could you please explain how se send out a bulk mail to all providers? When we select all providers and send a CRM to these, they are not BBC, and the only option is to choose BBC for each recipient. We also tried to create a mailing list but its not very clear how this is done. Many thanks in advance!
Can we go back to previous XTRF version?
Ever since we upgraded to XTRF 7 we are having so many new basic functionality problems which are making us very inefficient and when we open tickets, we do not get adequate responses.
ISO 171000 certification
Is anyone in this group ISO 171000 certified? We're about to go through this process and I was wondering how XTRF has helped or created challenges in coming into compliance with this standard. Any thoughts?
No description in client satisfaction survey since upgrade to v7.0
Has anyone else noticed that the description of the possible answers on the client satisfaction survey no longer shows up since the upgrade to v7.0? See the image. When a client sees this, they don't know how to select the options...
Incomplete payment through a bank fee
How to take into account the amount of payment from which the bank has charged the commission?
Customer paid the project. But the bank charges a commission of 2%.
How to count it on the system?
Work Log and Quotes
I'm looking more detailed into the Work Log module. Am I right that it doesn't seem to track time spend when a PM is in the quoting module? I know you can change the activity in the dropdown, but it seems that nothing gets tracked when a PM is spending time developing a quote regardless of what's selected in the dropdown. Am I doing something wrong? Doesn't anyone else have experience with this?
Linking payables to a closed project
Is it possible to link a payable to an old project that has already been closed?
I found a thread on pre-payments, which was really useful. However, for closed projects the "add payable" button is grayed out. Is it not possible, then? Thanks!
Hi,
If you are talking about classic projects (not sure about Smart as we don't use them), then payables are added to Jobs, not projects. As long as the job has not been invoiced, you should be able to add or change payables. If it has been invoiced (you can check that in the finance tab for that job), then you need to delete the job from the vendor invoice before you can change/add payables.
POs defaulting to 12:00AM Time
Hello,
I have a vendor that states that each of the POs sent to him are defaulting to a deadline of 12:00AM. This is despite the deadline being different when I create the project in XTRF. Could you please advise?
Hello,
Our Customization Team has already fixed the issue and it should be added to XTRF in the upcoming minor relase.
Best regards,
Bartosz
Hello - error with files
Our team is experiencing a time-out error when trying to upload or delete files from projects. As a result, we cannot edit the project at all in XTRF. Could you please advise?
Customer support service by UserEcho
