Will be answered

List of topics covered in XTRF Academy part of UserEcho

6 years ago • updated 6 years ago • 2

Very often questions asked in the space of Q&A are already answered and pictured with a clip or two. Whether you are a new user of XTRF, or would like to discover more about its functionality (especially with regards to Smart Projects), you can check out the basic and advanced guides, which XTRF Academy consists of.

We decided to post a list with lesson summaries here, because searching in the Q&A part of the UserEcho doesn't catch results from the XTRF Academy chapter.

Below is a list of all topics with respective URLs to XTRF Academy Guides.

Introduction

Lesson Zero - XTRF Basics

In this lesson you will learn how to:

Access XTRF on the web
Log in to your XTRF
Change your password
Setup company SMTP email server
Upload your company logo
Set your preferred language for the interface and communication
Create usernames for your team
Review and customize System Values in general

Basic guides

Guide to Quoting

After this lesson you should be able to

Create a quote in XTRF
Choose the desired parameters
Create Receivables
Send the quote to your client
Find your quote
Convert the quote to project

Guide to Project Management

Having finished this lesson, you should be able to prepare the project so that it can be started:

Adjust the process
Add files and schedule jobs
Assign vendors
Prepare payables and instructions
Launch and distribute the jobs
Monitor the file delivery and overall progress of the project
Deliver the ready files to your client

Guide to Client Management

Having finished this module, you should be able to:

Add a client account and enter all valuable details
Create contact persons
Configure client rates for your services
Perform Multiple Change on the client accounts

Guide to Vendor Management

Having finished this module, you should be able to:

Add a Vendor account and a Contact Person
Manage basic characteristics of your vendors
Configure Competencies & Rates
Perform Multiple Change on your vendors

Guide to Invoicing

After this lesson you should be able to:

create client invoices
manage payments
adjust system configuration with regard to invoicing

Guide to Vendor Billing and Vendor Portal basics

Having studied this guide, you should be able to:

Adjust Expected Invoicing Dates
Invite your partners to Vendor Portal
Activate access and log in to Vendor Portal as a linguist
Create an invoice as if you were a vendor
Inspect and manage the invoice filed by the vendor

Guide to CRM module

Having followed all of the clips below you should be able to:

create Memos, log Calls, plan Tasks and Events
send mass emails to your partners
look up history of CRM on your partners profiles

Guide to Smart Views and Dashboard

When you finish this guide, you should be able to perform

copying, editing and sharing views
looking up filters and shaping browsing tables
managing your own Dashboard

Guide to Process Templates and Automations

After studying this guide, you should know how to

adjust Services
build your own Process Templates
enable Automations

Advanced guides

Project Management: Advanced Functionality and Techniques

Having finished this lesson, you should know how to

Use Manual and automated Job Offers
Manage and assign teams and in-house vendors to jobs
Change Vendor on a job
Share and receive instructions and updates on project progress
Send and automate sending of Project Confirmation and Purchase Order

Quality Assurance

Having studied this guide, you should be able to

complete and review Evaluation of your vendors
manage LISA evaluation
manage and send Satisfaction Survey
create and find Client Feedback Reports

Preparing for Data Import

This guide will introduce you to the topics of data preparation: practical advice and explanation how to enter and format the information within spreadsheets that will be uploaded into XTRF.

Vendor Recruitment and managing own profile in Vendor Portal

Having finished this guide you should be able to