Questions?
They are answered by the XTRF community and our experts
Preferred vendor management
Hi,
I am sorry, maybe I'm not getting this correctly, but it doesn't seem like I can create "preferred vendors" for my clients.
I'd like to be able to have the criteria "preferred vendor"/"back-up vendor" for each language and for each client, since they are often selected following tests.
Is that possible?
Thanks in advance
API or Library(C#) avilable to integrate CRM with XTRF
Hello ,I want to integrate my CRM with XTRF using API or Library so is this possible? if Pssoible then tell me api or Library name for intrgration
Best way to assign 2 or more jobs to the same vendor
Is it possible to assign 2 or more jobs to the same vendor?
What is the best way to do it?
How to merge two vendor accounts?
We work with vendor "Company." A contact from "Company" created a vendor account in August. In October, someone else from "Company" (it seems unknowingly) created a second vendor account for "Company" with a slightly different name (and with a new contact person). Both accounts are currently Active.
Is there a way to merge these two vendor accounts? Or should I just make one account Inactive and add a contact person to the remaining Active account?
Development: client history within the system
When creating a new quote for a client, would it be possible to have access to more information on the client's history?
Such as:
- non-conformities
- specific instructions stored as comments in the system (maybe create a section on a client level?)
The goal would be that people working during backups have access to the same amount of information as the usual PM, without leaving the system
vendor competency vs price profile
Hi,
We have some vendors with multiple price profiles. This works great.
The problem is that the competencies are for all price profiles. So when one of the price profiles doesn't have a price for for a job type that is in the list of competenies the system doesn't find a rate. But it does show up in vendor selection rules.
Is the only solution to copy the missing rates to all the price profiles? That makes changing a price a very difficult task. Especially when the vendor requests a price change via the vendor portal.
Where to save feedback if vendor abandons job?
If a vendor abandons a job s/he accepted, where can we save feedback so that other PMs know about this experience? Once the job is canceled or reassigned to a new vendor, it's no longer associated with the initial vendor, so there's no place to record feedback on the vendor's poor performance on that particular job.
Any suggestions as to where we can record feedback for this type of situation? Thank you!
Multiple PM's on a project
Hello,
I was wondering how everyone is handling this in classic projects.
I talked to our implementation specialist and he suggested to add a second PM as "Project Coordinator", but what if we have 3 or more PM's that need to follow up on the project?
What would be your best solution?
It would be nice to have the option to add as many PM's as you want to a project.
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?
Solution to assign work to multiple users within an external SLV
Posting this under "Classic" but also affects "Smart".
We have the following common scenario: we work with SLVs where we assign multiple jobs, let's say "Translation" and "Editing", to two different translators on the SLV side. They need to work at the same time and we want to know who worked on each segment/translation, so we need to have two distinct users for them in memoQ. However, from XTRF, each vendor can have only one set of credentials that can be passed onto memoQ.
One solution we can think of would be to let each of the contact persons on the Vendor profile have their own set of credentials. After all, each contact person has a full profile and access to portal, so the concept of multiple persons within the vendor already exists. It would only make sense that they could also be assigned to tasks and jobs individually.
Thanks,
Jose
Customer support service by UserEcho