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Question about standard Project / Quote Names
I'm in a question asking mood... How do people standardize (or not) their project and quote names?
We standardized our project quote names by this structure:
"Reference/Short Description - # Files - Sub Service (If applicable)"
In our old system, we'd include the client name in the project name too, but with XTRF that's not necessary. This system allows the PM a certain amount of data at a glance when looking at their project dashboards.
Anyone else?
project minimums at project level?
I have a question about project minimums and want to make sure we're doing this correctly.
It seems that project minimums are set in the price profiles and can be set at the Task level or the Task Receivable level. Is this correct?
So, is there an option to have a project minimum for the full project also?
We frequently have projects with multiple languages pairs that we need to apply a project minimum to. So, we end up applying a project minimum to one task, then apply a discount of 100% to the second task. It works, but makes the invoice a bit confusing. Is there another way of doing this? Am I missing a function in XTRF?
Emails rejected
A couple of our clients' mail servers are rejecting messages we send through XTRF. Do we need to set up SPF and DKIM with XTRF to help with this? If so, how? And if not, what should we do?
The DKIM and SPF has nothing to do with XTRF itself, these are terms related to the email service provider, and in general, you should have them enabled there. When there is a specific error message our Service Desk will analyze it and suggest a solution, there is no general one.
Can I query complaints?
How can I query complaints and non-conformities?
Question about file security
I have a question about security and communication about security with clients. How do you all communicate to users about XTRF security? How does the file security compare to 3rd party services such as DropBox? We're not clear on how to articulate this to our clients and would love some insight from the XTRF team and other users.
Thanks.
I am not sure if I have a perfect answer to your question, but if you are using the cloud version of XTRF, they do have a very good ISO security certification. We recently used that and the security policy I believe to satisfy the requirement of one of our clients when audited for 3rd party services. They have ISO 9001:2009 and ISO 27001:2013: https://www.xtrf.eu/iso/
Vendor portal Cooperation Terms & Condittions file for vendor download
I've uploaded our Terms & Conditions file for Vendors on the Vendor Portal configuration menu (see screen shot), thinking vendors would have it available for them on the vendor portal, but some are writing back saying they can't find it, and I've logged in as a user of the Vendor Portal and also can«t find it anywhere.
Please help, and thanks!
Introduction to XTRF
Where can I find step by step guide to start the XTRF. I need comprehensive information re importing contact (template doesn't work), change of currencies (despite defaulting GBP, euros are still everywhere), how to update contact info.?
Overall tab under Finances disappears
Whenever I add a receivable under the finance tab, the "overall" tab is completely blank. This has never happened to me before.
Dear Customer,
Can you please contact the XTRF Support regarding this case, we would really appreciate that.
regards
Konrad
XTRF Team
Why vote for the XTRF development ideas?
Has anyone explained what XTRF does with votes? What the process is?
All the ideas you post via User Echo are reviewed and processed on our side. Votes help us prioritize our efforts and focus on what's most important for the largest part of the community of XTRF users.
Moreover, for each topic we try to collect as much input as possible and then, when we decide to put a particular idea on our development roadmap, we get back to the collected feedback, analyze it and ask additional questions. Everything to ensure that the final solution can satisfy needs of the XTRF users.
That is why we encourage you to submit all suggestions and comment the existing ones. Sometimes we may not be able to review the ideas as quickly as we would like to – partially because our time resources are limited, but more importantly, due to remarkable engagement of the community (we are grateful for that!). If you feel your topic doesn't get enough of our attention – don't worry. It's only a matter of time when we comment it and, possibly, implement in XTRF.
And remember – voting is your main way to tell us that something is important for you and we should focus on it. So, keep voting!
XTRF Vendor Portal - new registered vendor - status
Hi,
I was wondering if anyone has more experience with Vendor portal and how users register for it. Under Vendor portal setting I see 4 statuses that can be assigned to a vendor when
he /she registers on our Vendor Portal. I
presume Active means, that the Vendor can start working on projects
immediately. But I am not sure about other three.
Active: Vendor account is active after registration, Not confirmed: Vendor account is not confirmed, Potential: Vendor account is set as potential, Waiting for approval: Vendor need to wait for approval by a Vendor Manager.
We want to set a stauts that would not automatically register/enter them into our database. Does any of statuses above do this? We do not want to bloat our vendor database with hundreds of vendors.
Kind regards,
Peter
Customer support service by UserEcho
