Questions?

They are answered by the XTRF community and our experts

0
Answered

Error each time I click Page 2 in the Classic Dashboard

Dionna Masciola 7 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 3

Every time I go to click Page 2 to see my other projects, I get an error. It has never worked once. Can you please fix this?

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Answered

Set the Spanish Template as Default

paloma benlloch 7 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 1

We would like to set the Spanish localized template as default, so that the attached PDFs (POs, quotes, invoices…) are also in Spanish. We can change this in the default email body but not the attached PDF files. Where can we make those changes?

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Answered

Edit Company Details

paloma benlloch 7 years ago updated 7 years ago 3

Our POs include information such as our VAT number and the contact email address but we would like to edit the email address, the telephone number, and the website. In what menu can we edit our company details? 

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Answered

Redirect all emails to admin

paloma benlloch 7 years ago updated by Mikołaj Pastuszko 7 years ago 2

The "Redirect all emails to admin" check-box is marked. Also, we have unchecked all notifications in the config/templates/notifications screen (except from emails to user).


We have even changed the PO email template so that the recipient's address is only the sender. We would like every single email to be sent only to our admin address, ¿How do we do that?


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Thank you very much in advance

Answer
Mikołaj Pastuszko 7 years ago

Actually, selecting "Redirect all emails to admin" check-box should be enough and do the job. You can also find more information about configuring e-mail settings in the following articles:

If you have any further questions, feel free to drop them here.

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Answered

Bulk mail to all providers

finnishtranslator 7 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 7 years ago 2

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!

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Answered

Can we go back to previous XTRF version?

Aureliano 7 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 5

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.

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Answered

ISO 171000 certification

mark 7 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 7 years ago 4

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?

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Answered

No description in client satisfaction survey since upgrade to v7.0

mark 7 years ago updated by Marcin Jakubowski 7 years ago 7

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...

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Answered

Incomplete payment through a bank fee

Alexander Burkhan 7 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 7 years ago 1

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?


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Work Log and Quotes

mark 7 years ago updated 7 years ago 2

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?