Questions?

On the invoice template the following contact details appear when generated: 

The VAT No. is the only correct info. How do I modify the rest of the details? Thanks!

Currently all they see is something along these lines: Job: 2018/62/#1, and the project name is only visible in the PO. I would like them to see the project title in their current list of jobs in the vendor portal and also when they open the project. Is there any way this can be done?

Somehow it is sending the XTRF administrator a reminder and not the Vendor. Also, administrator is receiving an email notification when the client deadline is close, even though projects are closed.

Hi,

At the moment, when a vendor uploads the deliverables to the portal and presses the 'I finished the job' button, the project on XTRF is automatically closed. This happens when the job is the last step of the workflow. How do you disable this? As I would like the project to still be opened since I need to check files and also if it has been closed I couldn't find a way to enter new details such as a PO number (which sometimes is delivered to us after the job is finished). Currently, the system is not set to send files automatically to clients.

Hi,

So I'm having this problem where I have to manually share files from one job to the next one, even though on the right panel I have written down the XX will receive jobs from XX for example and XX will send files to XX. Am I missing something? It's very annoying to keep doing so manually. I'm assuming there is some setting that I missed, however it is still very misleading that the system is telling you that it will be sharing files automatically and it doesn't..

Is it possible to export the Business reports table and charts to PDF?

I'm trying to create a virtual column/macro for a Customer Contact Person whether they have Customer Portal access, can they access multiple offices in the portal, and which kind of Manage Rights they have (Default Office, Department...)

I can get the access status with canLogInToCustomerPortal() and the offices with isAssociatedWithManyCustomers()

However, the method canManageOnlyRelated() does not work. Is there a work-around to see which kind of rights the Contact Person has?

I have a quite new profile in our system and apparently have the same settings as others and I am member of the same group. I cannot access the page with the rates in the client`s profile. Does anybody knows why?

Thanks in advance for your help, 

Sorin

Following the docs:

https://prisma.s.xtrf.us/customer-api/doc/pages/quotes.html#GET_/quotes/count

I can pass multiple statuses in query.

However when I make request to:
/quotes/count?limit=5&search=&start=0&status=ACCEPTED&status=STATUS_ACCEPTED_BY_CUSTOMER&status=SPLITTED

Then I get 404 Not Found, instead of expected 200.

Passing single status works fine and gives 200:

/quotes/count?limit=5&search=&start=0&status=REQUESTED

Am I doing something wrong or docs are bad?

How can I send couple of values of "multiple selection" Custom Field in Quote Request, using either Customer or Home Portal API? I can see that "value" accepts only strings, not arrays?
https://presentation.dev.xtrf.eu/customer-api/doc/pages/quotes.html#CustomFieldDTO