Questions?

They are answered by the XTRF community and our experts

0

Client Main Contact Person in view

Monika_Bujanowicz 1 year ago in Home Portal / Smart Projects updated 1 year ago 2

Hello,

Anyone knows if it's possible to display Project Main Contact person in a projects view?

Best,

Monika

0

Release notes 9.7 - more robust subscription API

Dennis Rosenbaum 1 year ago updated by Marcin Jakubowski 1 year ago 1

What does this part mean of the Release notes?

More robust subscription API

Enjoy better API performance due to the changes we've made to the subscription management.

https://xtrf.userecho.com/communities/4/topics/2331-xtrf-97-release-note

0

How to get possible values for Custom fields?

lhorvath 2 years ago in API 0

I'm using the XTRF API and see the possibility to read and set custom fields from it, but I have found no endpoint which could return the possible values for it, is there a way to do this?


Thanks for your help.

0

How to access Department, Position, Categories, Industries, Specialization on the API?

lhorvath 2 years ago in API updated by Ben Miller 1 year ago 2

I'm using the XTRF API with clients, contacts and quotes but I was not able to find some fields or their possible values on the API.

How can I get the possible values (ids and labels) for Department, Industries, and Categories?

On Contacts API endpoints Department and Categories are missing, is there another way to get these?

On Quotes API endpoints I did not found Specialization, is there a way to get this?

Thanks for your help.

0

Calculation Unit Percentage

LauraW 2 years ago 0

I want to add an item to my rates that is a percentage of the cost. For example, lets say I am charging $0.50 per word for Spanish translations and for proofreading, I only want to charge 50% of the cost per word ($0.25). Is there way to use the percentage calculation unit to do this? or what is the best way to do this? 

In the past, I have just added a proofreading charge for the languages needed and done the math myself and charged half the cost but this can be time consuming and I am looking for a more efficient method.

0

What packages PeriodicJobService and PeriodicJobConfiguration belong to?

Alejandro! 2 years ago in Home Portal updated 2 years ago 1

Could anybody be so kind to point what packages PeriodicJobService and PeriodicJobConfiguration belong to?

Thank you very much in advance.

0

I want to stop receiving emails

calvin coulas 2 years ago updated by Karl 2 years ago 1
0

Checking if same calculation unit is used in receivable and payable for a task

Peter Kolar 2 years ago in Home Portal updated 2 years ago 1

Hi,

I am trying to create a custom column that would tell me if same calculation was used for the task receivable and job receivable for translation and proofreading step. I did not get far as I am having difficulties getting a list of jobs and the calculation used in these jobs for a task.


For now I have two basic custom columns that tell me which calculation was used for the task and which for the job, but these are two separate custom columns. Why two separate? Because I have only succeeded in getting this info from two separate modules: Task an Job.

I would need just one column that would return a value True if they were the same or False if they were not.


Am I approaching this correctly or is this something that cannot be done with custom columns?

Any help or advice is appreciated.

Thank you and kind regards,

Peter

0

Client portal: Client unable to update a job

francois massion 2 years ago in Client Portal 0

Several clients have expressed the which to update the files or add files belonging to a projets. The reasons:

- a file has been forgotten

- a content has been updated

- additional files for the same project and job have arrived.

I do not see any ppossibility to do this.

I see that a discussion was conducted on a similar project 5 years ago: https://xtrf.userecho.com/communities/8/topics/964-can-we-make-it-possible-for-a-client-to-continuously-add-files-to-a-project-through-the-client and that 4 years ago XTRF was supposed to work on features resolving the isse (feature unknown to me).

Who has the same problem and who has found a solution or a workaround?

0

default sales person

Christiane Lueke 2 years ago in Home Portal updated 2 years ago 3

Hi, 
How is the default Sales Person specified for a new client?
And is it possible to specify this somewhere for all new clients?
Many thanks,
Christiane