The Tabs of the Customer Display
The Contact Summary page lists the general information of a customer. The main purpose of this page is to serve as a customer's overview.
The Main Data tab is arranged by sub-tabs which contain a customer's personal information, such as address, payment methods and means of contact.
In this tab you can manage existing contact persons or create new ones for the customer. A contact person is the individual designated by a customer to receive all information and notifications. As the majority of customers are companies, having a designated contact person entered into the system is important for maintaining an effective relationship with each customer.
In the Rates tab, you can create or modify existing price profiles for a customer. In a price profile, you can set unique rates and calculation units which will be applied to a specific activity in a language combination.
The Tasks tab records all the tasks of a customer. The main purpose of this tab is to enable a user to efficiently monitor the project tasks of a customer.
When a user has entered his/her mailbox in Configuration, XTRF can keep a record in the Messages tab of all the work-related emails he/she has received from or associated with the customer. What is more, XTRF automatically recognises the email address of customers entered into the database, and as such, only stores emails directly related to the customer.
The Workflow Resource sub-tab is where you can browse or upload resource files such as translation memory, terminology or segmentation rules to be used in the client's workflows. For the client's projects, you can just select from the system the resource files to be used in the workflow instead of having to manually upload the files for each project.
On the Customer Review tab, you can create a provider account which the customer can use to perform a customer review in a project's workflow. The customer's linked provider account has the same features as and can be configured simililarly to that of a normal provider account; however, the new provider account is directly linked to the customer and basically functions as an additional account for the customer.