I'm curious how many XTRF users are using the Client Portal? We are having a very hard time making this work for us, without having to re-create the quotes from the start. I'm curious to find out if anyone has any suggestions. Note, we are using Classic Projects.
A few of our current 'issues':
*Clients want to add files after the quote has already been created - User A starts the project, but needs User B to upload the files (InDesign package, including art files)
*Client believes the deadline field is for the deadline for either the quote or the project (training issue), but this then populates all of the job deadlines, which are not accurate. The deadlines being populated in each job creates a LOT of wasted time for us, as the client may need 2 weeks to get approval for the quote, and we now have to reschedule everything. With 26 languages, that is a lot of time. I do not believe you can 'Clear' dates using Multiple Change, someone please tell me if this is wrong.
*Client has a project template (would prefer a quote template, but this feature is not available) and the CP does not link to the Project Templates.
*Client wants to start as a project, but they have to go thru the Quote phase - note, this is only for one client/division and a specific project type, so we have said yes, this is ok, but they are not able to start anything as a project, it has to start as a quote.
If anyone has any suggestions, I would love to hear them.
Customer support service by UserEcho