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Main Data Multiple Change CustomerIn the Main Data tab, you can perform such actions as setting a status and category for your customers, allowing access to and configuring the Partner Zone, assigning them to a group and selecting the default payment terms.
 
  • To have the system ignore specific information in the modification process, select the Do Not Change radio button for a given field. The information represented in the field will not be modified.
  • To modify a field, first select the Set radio button and then make any necessary changes. Any existing information will be overwritten.
  • To add an item to the existing information the customers have, first select the Add radio button and then include the new item. The existing information will not be overwritten.
  • To remove existing items from a customer's profile, select the Remove radio button and then select the items you want to dissociate from the customers.
Branch

The department, affiliate, subsidiary or regional office of your company which does business with the selected customers. A branch's ideal purpose is to serve as an organisational tool because you associate users and partners to it. Whenever you want to quickly locate such information as a specific quote, project or report, simply select the related branch.

Click the drop-down list and select your branch.

  • To create a branch, go to System > Configuration > System Values > Branches.
In-house PM Responsible

The project manager at your company responsible for the selected customers' projects.

Click the drop-down list and select a project manager.

Sales Person

The sales person at your company who performs such activities as quote management and CRM correspondence for the selected customers.

Click the drop-down list and select a sales person.

Status

The current status of the selected customers.

Click the drop-down list and select the status.  

SMS Enabled

 

The selected customers' preference to receiving SMSes.

    • Select the tickbox to have SMSes sent to the selected customers.
    • Deselect the tickbox to not have SMSes sent to the selected customers.
Individual

The nature of the selected customers.

    • Select the tickbox if the customers are an individual persons.
    • Deselect the tickbox if the customers are companies.
Categories

A label used to categorise the selected customers, such as price-sensitivity or importance.

Click the drop-down list and select a category. The category appears above the drop-down list:

Category Entry

    • To delete a selected category, click Delete Icon.
    • To add all the customer categories, click Add all .
    • To remove all selected customer categories, click Remove all .

To create a category, go to System > Configuration System Values > Partner Categories.

Country

The country, and if applicable, the state or province where the selected customers reside.

Select the country and if applicable, the state or province from the drop-down list.

  • To enter a country into the system, go to System > Configuration > System Values > Countries.
  • To enter a state or province into the system, go to System > Configuration > System Values > States & Provinces.
CAT Tools

The CAT Tools correct for the execution of these customers' projects.

    • To add a CAT tool, select the CAT tool from the Available Items list. To select multiple CAT tools, hold the Ctrl key while selecting the items. After selecting the CAT tools, click Add to add the items to the Selected Items list.
    • To add all the CAT tools from the Available Items list to the Selected Items list, click Add All.
    • To remove a CAT tool from the Selected Items list, select the CAT tool and click Remove.
    • To remove a CAT tool from the Selected Items list, click Remove All.
    • To quickly add or remove an item from a list, simply double click on the item. For example, if you double click on an item in the Available Items list, the item will now appear in the Selected Items list.

To create a CAT tool item, go to System > Configuration > System Values > CAT tools.

VAT Rate

The consumption tax rate to be applied to the customers' charges.

To apply a VAT rate, click on the drop-down list and select a VAT rate.

To create a VAT rate, go to System > Configuration > System Values > VAT Rates.

Non-payer

A warning to the project manager that the customers frequently do not pay their projects.

The warning appears whenever a project manager attempts to begin a new job for this customer. Below is an image of the warning in a project creation for a marked customer:

Non-Payer Message

    • To mark the selected customers as non-payers, select the tickbox.
    • To remove the label from customers, deselect the tickbox.
Specific Rights Group

The group to which your customers will be assigned. Each group can have unique rights in XTRF, such as access to certain areas in the system.

To assign your customers to a group, click the drop-down list and select the group.

To create groups and configure a group's rights, go to System > Configuration > Partner Management > Partner Groups - Rights.  

Partner Zone Login Allowed

Access to the Partner Zone.

    • To allow access to the Partner Zone, select the tickbox.
    • To prohibit the selected customers from accessing the partner zone, deselect the tickbox.
Preferred Interface Language

The language which information will be displayed in the Partner Zone for the selected customers.

To set, click the drop-down list and select the language.

First Quote Date

The date of the customers' initial quotes.

Either manually enter the date in the appropriate date format set in System Configuration into the field or click Calendar and select from the calendar.

First Project Date

The date of the customers' initial projects.

Either manually enter the date in the appropriate date format set in System Configuration into the field or click Calendar and select from the calendar.

Default Payment Terms

The payment requirements automatically suggested by the system whenever you create new projects for the customers. For example, the customer is to pay the invoice in installments instead of a single, full payment.  

Click on the drop-down list and select a payment terms item.

  • You can only select global payment terms (i.e. payment terms which are available for all customers). If a customer has a unique payment terms item which you created for him/her on the Payment Terms tab in his/her Customer Display , you cannot select it here.
  • To create a global payment terms item, go to System > Configuration > Advanced Configuration > Customer > Payment Terms.
Create Default Translation Memory if Needed

Translation memory files that are automatically created for a given language, marked as default and included in the customers' new projects whenever the language combination is selected.

    • To have the system create default translation memory files for the selected customers, select the tickbox.
    • To not have the system create default translation memory files for the selected customer, deselect the tickbox. To add a customer's unique translation memory files for specific language combinations, go to the customer's Customer Display and Workflow Resource tab.

 

  • A translation memory file is only automatically created by the system for a language combination which currently does not have its own translation memory file.
  • If you select to have translation memory files be automatically created by the system for the selected customers, the customers will each have his/her own translation memory file. For example, you decide to have the system create a default translation memory file for Customer 1 and Customer 2. Customer 1 and Customer 2 do not have translation memory files for German-to-French. After they request a German-to-French project, the system will create for translation memory file specifically for Customer 1 and translation memory file specifically for Customer 2.
Create Default Terminology if Needed

Terminology files that are automatically created for a given language, marked as default and included in the customers' new projects whenever the language combination is selected.

    • To have the system create default terminology files for the selected customers, select the tickbox.
    • To not have the system create default terminology files for the customers, deselect the tickbox. To add a customer's unique terminology files for specific language combinations, go to the customer's Customer Display and Workflow Resource tab.
Time Zone

The time zone where the customers reside.

Click on the drop-down list and select the time zone.

Workflows

The type of translation services the customers typically request.

    • Select the workflow from the Available Items list. To select multiple workflows, hold the Ctrl key while selecting the items. After selecting the workflows, click Add to add the items to the Selected Items list.
    • To add all the workflows from the Available Items list to the Selected Items list, click Add All.
    • To remove a workflow from the Selected Items list, select the workflow and click Remove.
    • To remove all workflows from the Selected Items list, click Remove All.
    • To quickly add or remove an item from a list, simply double click on the item. For example, if you double click on an item in the Available Items list, the item will now appear in the Selected Items list.
CC in E-mails to Contact Persons

Carbon copies of emails generated in XTRF are sent to the customers' respective contact persons.

    • To have carbon copies sent to the contact persons, select the tickbox.
    • To not have carbon copies sent to the contact persons, select the tickbox.
NextClick to advance to the Confirmation Page.
CancelClick to terminate the modification process.