Questions?
They are answered by the XTRF community and our experts
Purchase order in word format
I have been asked a different question. One of our linguists has asked if we can deliver a Purchase Order in Word or Excel format. Is this possible? Thank you in advance.
Best, Mindy
Hi Mindy
Yes, this is possible. Any document in XTRF can be generated in 2 formats: PDF and DOCX.
All you need to do is to activate the document templates in docx format in the system configuration.
Best regards,
Marek
Can we show the provider name in project list?
When creating new view, I can't find "provider" column. I would like to export a csv file with all projects and each project's provider. Is it possible?
You might not be able to see the provider name on project level, as a project can have multiple providers. Try to set up a view on job level, select all the job types you want to see the provider for, and the provider name. That should work.
Client Review
Hello! Is anyone using Client Review feature in XTRF Customer Portal?
I have enabled it in the client's profile, but I am trying to add this step to the workflow graph, in the end, and the system is not letting me assign the client's profile to it.
I also added the widget to Client Portal, so the client can see all the projects waiting for final approval. But I am confused how to handle it on the Home Portal - in the workflow definition level.
Client Review_1.png
Client Review_2.png
Best,
Monika
actual start and delivery date and time
I have closed a project today, which was delivered to the client on 8th February. But why does it seem that the actual start and delivery date is today Wednesday 13th February, 2019? Of course it isn’t, Start date and time and Deadline are the correct dates....how can I adjust this? Thank you!
From XTRF 8.2 Actual Close Date's behaviour has been changed. You can find more details here. The date can still be changed, but only by user 'admin'.
Feedback Records Text Fields
Is anyone else annoyed that the text fields for entering description, etc. in the feedback records are no longer expandable? We used to be able to drag the bottom right corner to see a larger box for easier editing.
Please bring this feature back!
Changes to finished projects
Hello! I was wondering if it is possible to disable the automatic emails that are sent to vendors temporarily (and **easily!**). I ask this because sometimes we have to make changes to projects once the have been marked as "finished" and we have to reopen the projects (not the type of changes you can make without reopening), so the vendors involved in the project receive an email saying they have a new project, which is not true, it's just the project they just worked in, that we had to reopen to make the change we needed. So, is there a way we can avoid sending out those mails when we reopen a closed project? Thank you!
Hi Marcela
I'm afraid that is not possible.
Best regards,
Marek
Language based surcharge (PM fee)
Is it possible to automatically apply a surcharge for specific target languages?
Hi Olga
I'm afraid it is not possible to have a surcharge for a language combination that would be applied automatically after task creation.
Automatic surcharges are only available on the client price profile level, which means those are applied automatically to all languages in the project/quote.
If it would be possible to calculate that surcharge into the basic rate I'd suggest raising the service basic rates for those selected languages in a way that would compensate the auto surcharge.
Best regards,
Marek
New Notifications pop up window - where do these come from?
We are using Classic, and occasionally, we have a 'new notification' popup window appear, when you login to XTRF. We cannot determine how this is activated, as it does not happen on every project. The link that appears in the new window is https://XXXXXXXXXX/xtrf/faces/reminder/userReminderWindow.seam. Can someone please help me determine how these are activated? As mentioned, these do not appear in every project. They also seem to leave a message in the CRM for the project. The only commonality I can find, is the comment: Contact Person Unspecified, from the CRM note. Thank you for your help.
Hi Mindy
It seems that those are notifications about CRM task activities. One of the ways the XTRF can notify the user about the CRM activity is a pop-up window.
There's an option in the system configuration > General Configuration > Settings > CRM tab to automatically create CRM tasks (with reminders) for deadlines of Projects, Tasks, Jobs and the Quote expiration date.
From what I can see in your system it is set up to add a CRM task for the project deadline and the quote expiration date. It means that every time you add a project or a quote system creates CRM task automatically, that task has a reminder that should alert the PM of the project (or sales rep. of the quote) one day prior to the scheduled deadline (quote expiry) with a pop-up message.
System is able to display those windows only when a user is logged into the system. If the XTRF is not able to display the pop-up at scheduled time it will be presented to the user after the next login.
If you feel that those notifications are unnecessary you can disable them in the system configuration at any time.
Best regards,
Marek
Exporting providers' notes
Hello,
Is there a way that we can export the notes from all of our providers? We have tried exporting the providers, but it just gives us a list with very limited information. We would be interested in getting at least the name of the provider, notes, and any feedback that they've received.
Thanks!
Job offers going to spam?
One of our project managers recently had some trouble getting vendors to respond to her job offer emails. Is it possible that her job offers were going to their spam folders? Has anyone else had this issue?
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