Able to tell if vendors registered on their own, or if PM manually entered new vendor?
Is there a way to see the origin of a vendor profile in XTRF? We are trying to figure out which vendors registered using the link to sign up on XTRF, and which we entered from the PM side by creating a new vendor. Some vendors for rare languages struggle with the portal, and if we need them quickly for the job we sometimes end up registering for them.
We are in the process of verifying that the Terms & Conditions have been accepted by all vendors (some from as far back as 2012); I know that all vendors who sign up from the link in recent XTRF versions have to agree to them before registering . This is a little tricky since them accepting doesn't sync to the subtab in the vendor portal of "Acceptance of Terms," and we need to update this manually (a change from the old functionality - see more about that in the conversation here http://xtrf.userecho.com/forums/1-product-development-ideas/topics/360-terms-and-conditions-on-vendor-portal/) It is the ones who we (PMs/vendor managers) registered on their behalf that I need to check on.
This is tangentially related to being able to see a pending list of vendors who attempted to sign up on the portal (and may have gotten stuck in the process), a useful feature I hope to see in the future http://xtrf.userecho.com/forums/1-product-development-ideas/topics/634-see-all-pending-vendor-registrations/
Thanks!
Quick reply, as helpful as could be given the current limitations of the system on my particular issue.
Customer support service by UserEcho
Meghan, there is a custom column you can request through our support that shows whether a vendor contact person has an account in the Vendor Portal. Having the same info on vendor level would be possible but would also require more scripting. Hope that helps.
Thanks for bringing up the other 2 ideas. They are indeed candidates to our future roadmaps.
Thanks Lukasz! I'll ask for that in helpdesk then. This column would show up in the vendor module, then? We have a handful of vendors who we signed up on the PM side, but we later sent an invitation to the Vendor Portal which might confound the info we are looking for a bit. Would there be a way to see which vendors were initiated in the system by us, or own their own accord by signing up on the link?
Unfortunately no, the info will be limited to whether they have an account in VP. That is the most we can retrieve from the database, at the moment.
Ok, thanks! That will still be helpful.