This article presents the features available in the Ultimate plan of XTRF Translation Management System. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Translation Management System and gain access to the additional features, contact XTRF Customer Success Manager.
Target audience: Home Portal's users
Add Rejection Reason
In Add Rejection Reason display you can add new Rejection Reason whenever you need to use them in the Opportunities and Quote module.
Provide the name of the Rejection Reason. The name will be displayed as a Rejection Reason's label in the interface.
Select the checkbox if you want the rejection Reason to be available in the Home Portal.
If the defined Rejection Reason is not currently used in the Home Portal, you can make it inactive instead of removing it. To do so, deselect the Active checkbox in the Add Rejection Reason display.
Preferred Item checkbox
|Select the checkbox, if you want to display the Rejection Reason on the top of the list of the preferred reasons whenever you select the Rejection Reason in the Home Portal.|
Select the checkbox if you want the Rejection Reason to be used as a default.
Only one Rejection Reason can be selected as default. Selecting one Rejection Reason as Default will result in automatic deselection of other.
|Visible to Client checkbox||Select this checkbox if the Rejection Reason is supposed to be used only internally. It means that the Rejection Reason is going to be disabled in the Customer Portal.|
|Add button||Click to confirm creation of a new Rejection Reason.|
|Cancel button||Click to discard any changes and leave the editing mode.|