Questions?

Our system has a periodic job that auto archives our projects and quotes automatically. I like this and find it helpful in terms of helping us keep our data clean, and reducing disk usage. However, the default 30 day time period is too frequent for me. I've gone in and updated the periodic job to every 90 days rather than every 30 days. 

However, after a few days, it has reverted back to 30 days. This has happened multiple times.

One issue is that sometimes you need to make updates to files, but once the project is archived, there is no way to un-archive the project.

Any suggestions on what I can do for archived projects that I need to open? 

And any thoughts on why my periodic job keeps defaulting back to every 30 days? Are these settings getting overwritten when updates are made?

Has this happened to anyone else?

For the record, I'm using Smart Projects and I have a hosted account.

Hello,
Is there a way we can search for a client's VAT number in XTRF? Some of our clients have a complex business structure, so that the easiest way to differentiate them from sister/child companies is by their VAT number. Can this be considered in the quick search in the top bar and be made available as a view filter (in client views obviously)?
Thanks

Is there a way that a periodic job that usually runs regularly could be run once on command as needed, and then revert back to its regular schedule (i.e., not stop the periodic job and then "run once," but just run once between the regularly scheduled executions which are momentarily idle)? On the Browse Periodic Jobs page, you have to stop the job, then click "run once." And if the job is on "run" but idle at the moment, there is no place on that specific periodic job's page to "run now" unless it is first stopped. Depending on the jobs, it can take a little while to run a job, so we'll click away, and often forget to turn the periodic job back on. This is usually the case when we have a sync issue with QBO and have to manually run it "now" instead of its regularly scheduled time in a few hours.

Some of our clients are asking to store their files encrypted, which XTRF doesn't do it by default, Will XTRF be affected if we use a tool like eCryptfs to encrypt Project Folders in the server.

Or what would be the practice that you recommend to comply with the encrypted storage.

thanks

I created a custom field, and made sure the option "Available for Client Portal" was ticked, but still can't make it available in the client portal? Am I missing any setting?

Hi,

We were just in the process of updating XTRF to 8.09 when I noticed that XTRF 8.0.10 is available on https://repo.xtrf.eu/soft/releases/8/

Are there any release notes for that? Can we go ahead with the update?

Kind regards,

Peter

Before the last update we can connect to the vendor portal with the same account 2 or 3 people at the same time and work with the projects, now if one user is working with that account and other access the portal with the same account the first person is disconnected.

How can we set the account to accept multi login again?

I have been reviewing the file archiving process that seems to have been recently implemented. Our system has been running a periodic job archiving all project files older than 30 days on our server, for the past few days (I think) and it's about 80% complete.  

The file archiving process seems reasonable and I think it will work well for us. Since I'm on the hosted account, XTRF automatically zips and archives every project file that has been closed for 30 days. Now, I'm implementing a system to back up, and then delete these files from my XTRF server and host them locally. Seems reasonable. I don't see any problems.

Has anyone else looked into the new archiving process? Has it worked for you? Do you see any potential pitfalls? I don't see any big ones, but I'd love other perspectives.

Another note, each zip file is supposed to be password protected. However, that doesn't seem to be the case - rather they open like regular zip files. Or do I need to update a setting to make sure the files are password protected?

Hello,

would someone usefull to have a column with the evaluation in the Jobs list?

Is there a way how to delete a process template instead of just making it deactivated? It still shows up this way and any duplicate process templates that were created by mistake or duplicate ones are useless. 

Thanks for your help.