Questions?
They are answered by the XTRF community and our experts
Internal navigation menu
Hi,
we have a couple of questions on views:
- we have Smart views activated, but we don't have the left-hand internal navigation menu in Quotes and Projects, how can we enable it?
- what is called "Vendors" on training videos and screenshot is called "Providers" in our view, is it an older version or is there any difference?
Thank you for your help!
SAML and domain support
Do you have in your roadmap to support SAML or LDAP to integrate XTRF to a federated identity system?
Also do you have any plans to improve access rights table since it does not work really well when restricting permissions.
Invoicing numbering scheme
Hello,
We are new to XTRF and we need to start our invoicing with n. 5 instead of n. 1. How is it possible to change the numbering scheme?
Thank you very much for your help!
In your case, because the desired number is low, you can simply create 4 empty invoices for any test client.
Here is a suggested path:
- Go to Invoicing
- Add a new invoice using the side option "Add empty client invoice".
- Pick a dummy / test client.
- Leave the amounts at zero and simply push the status to Ready or Sent.
In case of minor changes, for example if you need to swap two numbers, or modify the number by adding something to it, you can enable number modification in Configuration.
This option will make the invoice number editable. It is otherwise controlled by internal numbering scheme. Numbering schemes are generally not customizable in case of Starter plan of XTRF.
Project Error
Hello Everyone,
I am a PM that newly transits to XTRF system, I started to try to send projects to service providers, but mutually I encounter with "Details: Cannot find valid hostname for mail session" error message. What am I doing wrongly could you please give me a hand?
Cheers,
As a beginner, you should definitely take XTRF Academy series of courses
https://xtrf.userecho.com/forums/10-xtrf-academy/
SMTP is one of the initial topics, so you should have everything clear.
Don't hesitate to ask questions there, under the guides directly.
Maciej
Is there a way to see how many providers were engaged by a project manager in a particular month?
Invoicing vendor portal
Hello,
we wonder if it would be posible to hide the Invoicing Module in the Vendor Portal. We use a different system for this aim, and sometimes providers get confused.
is it posible to hide it?
thanks
laura
Can you automate client satisfaction survey?
I'd like to be able to automate sending out the client satisfaction survey. We don't want a survey for every project, but we're considering sending it to all first time projects, and all projects over $xxx.
Can this be set up on a periodic job? I don't see this as an option.
Default vendor contact person
Hi,
Is there any way to set the default vendor contact person when assigning to a vendor? It now seems that simply the first contact person in the list is chosen, which is not ideal. Maybe I'm overlooking something?
Regards,
Lennart
Reports With Multiple Columns
Is it possible to create a report with multiple columns?
I'm trying to create a report that will list out all projects, with columns for delivery date, requester, total agreed, etc. I've been able to create such a report using an API and Google Sheets, but it would be ideal to make this report available to our clients in the client portal.
Can I export a Smart View through the API?
I'm struggling with this and would love some thoughts.
I would like to connect through the API a smart view and dump it into a Google Sheet or Google BigQuery. I know that you can connect a smart view in Google DataStudio via the beta connector, and I thought I read on this forum (but can't find it now) that someone said you can export a smart view via the API. However, I can't find that in the API documentation.
Does anyone have any thoughts or ideas on this?
Thanks!!
Customer support service by UserEcho
