Questions?

Hello, 

I have a 2-user setup. We will probably add more users in the future. I want only the admin account to have access to our clients' data. How can I restrict those in the Project Management user group from accessing client information?

Also, if I do this, how should they create projects with no access to client data? Do they just create a project with files and assign vendors?

Thanks!

Has anyone upgraded to version 7 on a hosted account of XTRF? We want to know if there are any challenges with things breaking or needing attention once the upgrade occurs. We're compiling a list of our limited customizations, to make sure we can pay attention to them after an upgrade, but wanted to know if others had experience they could share so far.

Thanks all!

Hello,

Has anyone tried to upgrade XTRF to version 7 on any Linux distro?
Not sure whether it is already available in the Linux repositories:

root@server:/# sudo apt-get install xtrf7

Reading package lists... Done

Building dependency tree       

Reading state information... Done

Some packages could not be installed. This may mean that you have

requested an impossible situation or if you are using the unstable

distribution that some required packages have not yet been created

or been moved out of Incoming.

The following information may help to resolve the situation:

The following packages have unmet dependencies:

 xtrf7 : Depends: jboss-xtrf7x (>= 7.1.3-17.2) but it is not going to be installed

E: Unable to correct problems, you have held broken packages.

root@server:/# sudo apt-get install jboss-xtrf7x

Reading package lists... Done

Building dependency tree       

Reading state information... Done

Some packages could not be installed. This may mean that you have

requested an impossible situation or if you are using the unstable

distribution that some required packages have not yet been created

or been moved out of Incoming.

The following information may help to resolve the situation:

The following packages have unmet dependencies:

 jboss-xtrf7x : Depends: systemd but it is not going to be installed

E: Unable to correct problems, you have held broken packages.

root@tms:/#

And an attempt to install systemd assumes, that… Postgresql will be deleted, so it's not the best idea.

We register client calls etc. in the CRM module. Sometimes we want other colleagues (other users) to know about a call, an email etc.

It seems we cannot add users as associations. It's also not possible to add a notification/reminder for a memo type entry, I believe.

What would be the best way to include other users in these entries so they are updated when necessary?

Ideally, we would have this information on the dashboard. Let's say all new CRM entries for the last week, or the last 3 days, that are relevant to that user.

When I select a language and run a search on which vendor to use, I also want to see the rates they charge.  How can I see this information?

Our license allows five users to be logged in simultaneously. Currently, four are logged in, but a fifth is still taken to be logged in by the system, so we reached our limit. Logging in and out again as this user is to no avail. I remember that I could log in as admin and find a list of currently logged in users, where I could forcefully log out any user... Probably under Configuration | System. But in our current version (6) I can't find anything like that. Is it still possible to do this? If not, how do we proceed to remove this ghost user?

Hi,

I just wanted to check how others use the Resources update function in a XTRF/memoQ project. For example if I have 2 TMs attached to a memoQ/XTRF project, but only want to update 1. Do I always have to deselect the other one in the External Systems->Resources or is there any other way to avoid this and set a rule that defines which TM should be updated and which not?

Kind regards,

Peter

Recently I have been adding a few non-conformities in several smart projects but after putting status resolved they disappear from the map and I also dont see them in the feedback of the resource. What is happening here?

How do I change a client's currency? Euro is selected as default and I need to change that or add some other currencies to the clients. Can someone please help?

Hello,

I see that there is a template for Account Statement in XTRF settings, and I see some information here https://knowledgebase.xtrf.eu/display/XTRFHelp/Charges+-+Invoices+-+Customer about the "Charges" tab within the Invoicing module. However when I go to the invoicing module I don't see any charges tab or how to use an Account Statement template? Is this discontinued (and assumed that the client would use the customer portal instead), or can you please direct me to where to use this feature? Thank you!