Main Data Tabs
Identification Data - Vendor
The Identification Data tab includes basic information used to organise Vendors in the database.
HR Data - Provider
The HR Data tab primarily records when the provider began his/her initial work for your company and completed his/her most recent activity.
Social Media - Provider
The Social Media tab contains a provider's other means of communication, such as instant messenger accounts and social network profiles. You can also add a photo of a provider for reference.
Address - Provider
The Address tab contains a provider's main contact information, such as billing address, telephone numbers, e-mail addresses and website URLs.
Correspondence Address - Provider
The Correspondence Address tab lists the provider's additional address used for contact.
Invoicing - Provider
The Invoicing tab consists of four subtabs where you can configure a provider's invoicing data and procedures.
IT Tools - Provider
The IT Tools tab lists which CAT tools, software and hardware a provider has. Its main purpose is to be an organisational tool in the database because it can help you match a provider to a specific project by the programmes and equipment he/she uses.
System Accounts - Provider
The System Accounts tab contains information and settings related to how a provider works in XTRF. In this tab, you can set the status of the provider and the settings of both the Partner Zone and FTP.
Acceptance of Terms - Provider
The Acceptance of Terms tab records if and when the provider accepted the terms in the Provider Registration Form.
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