Questions?
They are answered by the XTRF community and our experts
Can you create links to specific files in personal vendor folders?
I want to be able to share vendor resumes with our team, without needing to have individuals search for the vendor, and then click through to the resume. Is there a way to share a link to a file so if a team member is already logged in, I can link to the specific file? Or the specific folder?
SMS availability request: experiences, costs, service providers?
Hi all,
Did any of you implemented the SMS option in XTRF for sending out availability requests? What are your experiences? Does it provide any added value in terms of shorter TAT, or other advantages?
I don't know if it's appropriate to discuss third party SMS service providers, but I'd be interested to hear which ones you've chosen and the costs associated? If this is inappropriate for the forum, feel free to PM instead.
How can I automate sending a monthly invoice?
How can I automate sending a monthly invoice? same customer, same amount always
Invoice templates modification is available in XTRF Professional and Premium plans.
If you are in one of those, you should talk to your dedicated XTRF representative (CSM / PM).
Otherwise, we can only activate other language versions of the documents you might need, but they will remain in the stock versions anyway.
Still, you should contact your XTRF representative about it.
Assign different templates to customer depending on branch
Hi,
I wanted to ask if anyone has found a method to automatically assign different quote and invoice templates as well as a numbering scheme to a customer, depending on the branch they have been assigned to? Perhaps using a macro after the customer has been created?
Exporting Client Satisfaction Survey
Has anyone tried to export the data (or use the data) from client satisfaction surveys? I can view them in the project. I can export the optional qualitative question in the project view report. However, the only place I can find the quantitative evaluation is in the project itself - which makes it hard to use. Amy I missing something? Has anyone else experienced this?
Client satisfaction surveys were not made with export in mind. Sigh.
At the moment, only a solution involving a custom-made column could do the trick.
We offer such customization - you can too, provided the feature to is enabled in your plan. For more details see http://xtrf.userecho.com/topics/349-apis-and-customizations/.
how to delete inactive users in XTRF?
How should we delete inactive users in XTRF? When someone leaves the company we set their user as inactive but at some point it'd be useful to be able to remove them from the system... when using reports and in KPIs we always get results for inactive users that are not needed. Currently we cannot delete those users from the system as they are assigned to workflows or previous projects.
How to download PDFs in batches rather than one by one?
Every month we have to download from XTRF all the invoices so that they can be processed by our accountants. Is there a way of doing in one go or should we download them one at a time?
How can we add provisioning for the SSO from Azure Enterprise app?
We setup SSO for our XTRF portal and wanted to use auto provisioning using the groovy script from the SSO setup below but we are not able to make it work can someone help me?
https://xtrf.userecho.com/knowledge-bases/6/articles/2016-xtrf-single-sign-on-sso-configuration
How to change 24-hour clock to 12-hour clock
Hi, I would like to know how to change the time format in the project portal. Please see attached image. I would like it to say 7:00 PM instead of 19:00.
Thanks!
Customer support service by UserEcho
