Questions?
They are answered by the XTRF community and our experts
Quote / Project numbering
Hello - Using classic version - we have been using different Project numbers when a Quote is converted to a Project. We would like to consider moving back to using the SAME number for affiliated quotes and projects. 1) Is it allowed in XTRF to use the same number for both? 2) Is it possible to change after several years of doing it differently?
How we can test new mode (Vendor Portal)?
Hello,
How can we test new mode https://preview.uxpin.com/51dcdd3b1073e7ce5a99b494756a46d77989ceb1#/pages/94581307/documentation/no-panels?mode=i?
Hello
I'm afraid it is not available for testing yet. The link is a link to a mockup which we use to design and implement this new feature.
It was published to gather your thoughts and feedback about how this feature might look when actually implemented.
Best regards,
Marek
How do I send automatic job offers to Vendors in Classic Projects?
We want to start sending automatic emails to our vendors for specific projects only. What are the options for Classic Projects? Or would it be better to upgrade to Smart Projects and use the Job Offer option?
Classic Projects offer pretty much the same functionality. It is called Availability Requests.
You can send an Availability Request to any vendor (or >1 vendors) you like and let them accept or reject the offer. Go to Job > Requests.
One step forward would be to come up with Vendor Selection Rules, which are basically filtering templates for appropriate vendors. In addition to standard, job-based context (type, languages, specialization), you can add other filters, like custom fields, categories and other. You can quickly get results according to those and rely on them to send Availabilty Requests by hand.
Finally, you can use the Vendor Selection Rules in an automation. A special step, preceding the jobs is set up on the Workflow Definition level, which uses one of these Vendor Selection Rules to send out invitations. There is a tab "Availability Requests" in every Task, which will inform you about the outcome of the automation.
Whichever method you use, you can rely on either of two assignment rules: 'first one wins', or 'PM will decide'.
This is one big difference compared to Smart Projects and their Job Offer.
The other significant difference is lack of cascading offers.
More reading here
https://knowledgebase.xtrf.eu/display/XTRFHelp/Assigning+a+Vendor+within+Availability+Requests
Automatic payment reminders
Hi All,
I am trying to figure out whether it is possible to set automatic payment reminders for the clients' unpaid invoices somewhere in the XTRF. I have to admit that I did not find any solution other than sending the reminders manually.
What I am looking for is a setting that would send a reminder to a client when an invoice is 3 days overdue (for example). Is such an option available?
Thank you for your advice.
Applying overall project discount
Apologies if this has already been asked elsewhere, but is there anyway of applying a bulk discount to the total cost of a project rather than going through language by language?
I even tried setting a discount at client level in their price profile but it didn't have any affect on the quote when I created it.
If this isn't currently possible I think it would be good to vote on it as I believe many people would benefit from being able to apply an overall discount, especially on projects with over ten target languages.
Multiple source languages in Smart Projects
Is there a way of adding multiple source languages into a Smart Project for quotation purposes.
For example, I have a project with 18 target languages. The client requested translation from EN-US, however it works out more cost effective for them to translate into ES-ES and PT-PT first, before adapting the content from ES-ES to ES-419 and PT-PT to PT-BR.
I want to be able to show them in the same quote, as well as in the same project. Is there anyway that this can be done?
Alternatively, can this be done with Classic Projects?
Additional Person(s) Responsible field
The additional person(s) responsible field in the client sales data tab -- we've found that we can't filter to this information, can't add a data column with this information to a client view, and the additional person responsible doesn't appear in client portal.
Any idea how to search for this information? Is it accessible somehow? Do you use it?
Placeholders for email templates
Good morning,
We would like to add the amount of total words and the client name in the email templates that we send to our linguists when sending a job offer. Could you please let me know how this could be done?
Thanks!
Service list export
Good morning,
Is there a way to export a list of all the services we have set up in XTRF for clients which are not currently using the platform?
Thanks!
Memsource Integration - Project Templates not displaying in the Workflow template?
We are testing Memsource and created a project template in the platform. The integration with XTRF and Memsource is fully operational.
However, when I open the workflow template, "CAT Tool" tab, the Memsource project template is not displayed in the "Project Template" dropdown menu.
Anyone any ideas what I am missing?
Thanks in advance.
Customer support service by UserEcho
