Questions?
They are answered by the XTRF community and our experts
List of quotes with no response
I wanted to ask if there's any way to get a notification about quotes that have been sent to the client but haven't been accepted or rejected and have been pending for a while. Could we have the system trigger a notification after a certain amount of time has passed? Or after the quote has expired?
Branch logo in e-mail theme
Hello,
I know the Birt-4 templates can use the following expression "xtrfContext.getBranchCompanyData().getImageData()" and I'm wondering how to implement something similar in the themes to dynamically assign the correct customer/vendor branch logo to the signature. I guess the source for the image would be something like ${restApiURL}/assets/email/image/branch-logo
Any suggestions?
Thanks!
The class and methods which are being used in BIRT4:
xtrfContext.getBranchCompanyData().getImageData()
are not accessible from notification level. But an external image can be put to the inside email like that:
How "Vendor vacation" works?
We are wondering how the "vacation" tab works in a vendor's profile, in terms of availability for tasks? Will the system make sure we're unable to select a vendor for a task during their vacation times?
Once the vendor indicates his/her vacation in the Vendor Portal, this information will be visible in the Home Portal in the Vendors section, Availability column. Please note that the blue fields refer to vacation days, while the green ones to the working days. Hover over the fields to see the exact dates. The information can also be displayed when you select vendors for a given job.
By default, however, the Availability column will not be visible in the default Select Vendor view. To make it appear at all times, you need to create a custom one.
The system will not automatically prevent the Home Portal user/PM from selecting a vendor who marked his/her vacation in the Vendor Portal.
In Smart Projects, however, you can define a rule for the Job Offers to exclude vendors who indicated their unavailability within a specified period. Note that this is not possible in the Classic version.
How should we edit or delete user Profile?
Hello I´ve created users from the Admin Account. After i´ve created them I could see the option “edit”
I´ve signed in again as administrator to edit one profile info and send the “welcome email” to the users but I can´t find “edit” option
How can I “edit” or “delete” users in the future? Thanks!
It depends on the User Rights. They can be found in Configuration -> User Management -> Users Groups and Rights.
It the check-box room, find the row labelled Users and check the edit and delete checkboxes.
Any changes regarding user rights will be applied after another log-in to the system. Then you should be able to see edit and delete icons there:
How should we import in-house vendor data?
For our in-house translators and vendors, would it be best to make 1 vendor account with different contact persons, or make a separate vendor account for each member?
Will we be able to see "words translated per person" if we put them in the same vendor account?
The second requirement, to be able to report by the volumes translated per person, makes it clear that your in-house staff has to be added to the database as vendors, not as contact persons of one vendor.
Why vendors cannot see Experience in their portal profile?
The experience information is available in vendor's profile if they are registered as a freelancer. It will not be visible if vendor is registered as a translation agency.
This setting can be changed by Home Portal users only, ie. Project Manager, Vendor Manager. Uncheck Individual on Main Data > Identification Data tab and save.
What happens in memoQ when I cancel my project in XTRF?
I have an integrated memoQ project for my XTRF project.
What happens if I cancel it (because the client quit the translation)?
Will it be moved to trash in memoQ?
A smart project which has been cancelled will finish the project in memoQ just as it was done. So for memoQ it does not make any change whether you finish or cancel it in XTRF.
Emails & Documents localization
When sending for example quotes to Norwegian (or other nationality) clients (which has been set up correctly with Norwegian as default language for user interface and emails), the email is in Norwegian, but the system template (quote, in this case) is in English.
Further, when sending out a job request to a Norwegian vendor, the email language is English even though the Vendor is registrated with Norwegian as default. Why is this happening?
How to track closed projects that haven't been delivered to client?
"I have another question from my team, they asked if it’s possible to set the settings that the project does not automatically close when the vendor uploads the file and sets the task to ready? It’s very dificult for them to track the projects that need delivering and if they would stay open as before, that would help us a lot. "
Users Limit
I am trying to add an account for my employee, but the system says I
have already reached an limit of users. How many users can I add to my
plan? I need to add this account for Vendor manager.
You may only add as many users as your license allows. You can check that in your contract or by going to the question mark menu: About. There is a Concurrent Users Limit on the License tab.
Customer support service by UserEcho
