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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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Customer support service
by UserEcho
Forums
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XTRF Knowledge Base
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