Questions?

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?

I am trying to set up a vendor selection rule in a smart project and am running into an issue. This particular account is multilingual and we use only MLVs for each language. Some of these MLV's languages overlap with the other MLVs. So the use of a particular category does not necessarily help to distinguish the languages. For instance, let's say ABC Corp offers ES-ES and PT-BR, while XYZ also offers those languages, but I want to use ABC for ES-ES, and XYZ for PT-BR, and since this is a smart project, I want this to be automated.

In a classic project I run into the same problem, but I circumvent the problem by adding a filter for Target as Native Language under Vendor. This filter is not available in a smart project. Can anyone offer advice on how this can be done in a smart project.

Thanks,

Jaime

Hello XTRF team

I need to select some contact persons from each client and send them all the same e-mail.

I see there is an option to send the e-mail to a mailing lis, on the CRM module,bu I can't see how to form a new mailing list. 

Help would be much appreciated.

Best,

Marta 

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.

Hi,

Under classic projects workflow definitions, we are able to set specific receivables. This really comes in handy to set up, for example, minimum fees or just to ensure that the receivables cover all the steps in a workflow.

I see there are automatic receivables option with Smart Projects but it appears to be totally tied to CAT analysis/jobs involving word counts. I'm looking to have automatic receivables using the HOUR calculation unit.

Here is an example of how we want to use this:

-Open project, select "Interpreting" smart project process & select client 

-Opened project has pre-filled receivable "Interpreting @ 2 hours x $X/hr" (rate pulled from client price list)

This saves a lot of time when opening frequent, single-process type projects with established pricing. Is there some configuration I'm missing? Or, can we expect to have this sort of functionality in Smart Projects in the future? 

Hi,

As memoQ users, we currently lack the possibility to upload PPT files in our projects with file extension*.ppt (*.pptx files work fine). The PPT file filter does exist in memoQ, so when importing them directly into memoQ, it works. But it doesn’t work through the integration. Quite annoying for projects where the client uploads his material through customer portal and where an automated process is expected to complete the project. I discussed this with Kilgray first, and it appears to be available in the memoQ API though.

thanks for sharing your thoughts

Hi Forum users,

We have recently moved over to Quick Books Online and subscribed to the XTRF Intergration API.  Was wondering if any other XTRF users are currently running the integration successfully. We would be interested in sharing our experience and potential issues.

Thanks all

Nick

A lot of receivables had the wrong quantity, so now I have to go back and change all the receivables.  All the total agreed stay the same, so the invoices stay identical.  What's the fastest way of doing these changes?

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?