XTRF Knowledge Base / XTRF

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How to insert an image into an e-mail notification template?

How to change my password?

How to set up my agency's email?

What are Smart Projects?

How to customize branding in XTRF

How to brand emails in XTRF

What browsers do you recommend?

Service, Process, Step & Job concepts

Languages card

Dictionary of terms

XTRF system compliance with GDPR

Consent Management – collecting and tracking consents from Clients and Vendors

XTRF localization - in what languages is XTRF Platform available?

What is XTRF Academy

Best Practices for XTRF Maintenance

Process Designer

How can I control Job auto-starting?

Process Templates

How to create credit notes?

Working with Gantt chart

Copying Smart Projects and Quotes

Managing Smart Views

Smart Project display

File sharing between Jobs

Setting up dates

How can a quote be accepted/rejected?

How to edit properties of uploaded files?

How to define payables or receivables for my project?

Configuration menu

Currency Rates Synchronization

Importing Data

How to add salutations to Email Template

Budget Codes

Vendors Module

Clients Module

Opportunities Module

Invoicing Module

CRM Module

How can I limit access to client data?

Quote Request Form

How can a Quote be created?

Quotes module overview

How to add a currency to a Vendor's profile

Practical use of Categories on Clients, Vendors and more

Planned Start Date and Planned Deadline for a job

'Credit Card' Payment Type removal

Denomination of Venezuelan Bolivars

How to deduct/offset credit note on future invoices?

How to send multiple quotes in one email?

How to avoid duplicate profiles, identify and deal with them in XTRF

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