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License Agreement

The article presents the features available in the Premium plan of XTRF Language Business Platform. 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 Language Business Platform and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Home Portal's users

 


 

 


 

 

 

Browse Rejection Reasons display

When your offer is rejected by the client you can add information why the offer has been rejected. This way you are able to track the most common reasons why your offers are rejected and use this data for further analysis to improve your business offer. Rejection Reasons are used in the Opportunities and Quote module:

  • In the Opportunities module when the status of the Offer is changed to Closed Lost you can select a reason from the Rejection Reasons drop-down menu.
  • In the Quote module the same list of Rejection Reasons is used when Quote is marked as Rejected.


In order to view the Rejection Reasons browse in System Values: Basic the appropriate user user group rights should be enabled. More information about the user group rights can be found in the Adding a New User Account in the Home Portal article.


  
 

Configuration accordion menu

 

You can search and find the the System Values: Basic section to gain access to the Rejection Reasons in XTRF Platform. 

 

 

 

 

 

 

 

 

 

 

 

Search fieldAs soon as you start typing a search query, XTRF Platform returns the list of search results. It is an easy and convenient way of finding the required section in the Configuration accordion menu.
Rejection Reasons sectionIn the Configuration accordion menu go to the System Values: Basic > Rejection Reasons section to get the list of all currently created Rejection Reasons displayed.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 

Search Filter panel

You can limit your search results for desired entity with the search filter.

 

Search button
Click to begin filtering the data.
Reset Filter buttonClick to restore the default settings of the Search Filter.
Search Filter options

Search Filter options are available on the display to narrow down your search results. You can use one or, if specified, more options within one operation. All Search Filter options are fully configurable for a given object.  For example, you can provide only a part of a name phrase in the Name field at the same time selecting only active entities.

Configure Search Filter Options

You can configure the Search Filter options to display the most frequently used ones. To find out more how to adjust the Search Filter panel to your needs, go to the  View Editor pop-up window  article, section  Filter tab .

Displaying Search Filter panel

To adjust the width of the filter, click and hold  icon. While holding the icon, move your cursor to the left side of the screen to decrease or to the right side to increase the size of the filter.

    • To close the filter, click the highlightable area below the icon.
    • To open the filter, click the highlightable area below the icon.
 
 

Rejection Reasons list

In the Rejection Reasons browse you can see all created Rejection Reasons.

The default view columns provide the following information:

  • Display Name: The name of the Rejection Reasons provided by a user.
  • Preferred ItemIt informs you whether the Rejection Reason should appear on the Preferred Items list. Preferred items appear at the beginning of the list while creating a new entity in the Home Portal within Rejection Reason as an option.
  • Default: The column informs you whether the Reject Reason is selected automatically.  
  • Active: The column informs you whether the Reject Reason is available in the system.
  • Edit: It allows you to change the Rejection Reason's settings.
  • Delete: You can remove the selected item.
Add buttonYou can add a new Rejection Reason.
Page navigator

You can navigate comfortably through the pages of the Rejection Reasons.

  • To advance to a desired page, click the available page number.
  • To go to the first page, click the  icon.
  • To go to the previous page, click the  icon.
  • To go to the next page, click the  icon.
  • To go to the last page, click the  icon.
Export button

Click to format the data from the Rejection Reasons list.  You can export the data to the file, therefore you can use it in another application. When you click the button, the Export Data pop-up window appears.


Export Data Pop-up Window

Entity Name drop-down menuThe information you want to have exported. In some system areas you can only export one type of data. In others, you can select what type of data to export. Select the required type from the drop-down menu.
Name drop-down menu

The view in which data will be displayed when formatted. Click on the drop-down list and select the view you want to use.

Export Views != Browse Views

The Export views are not the same as the Browse views. For example, if you have created a view that allows you to browse only active customers, you will need to recreate it in the Export Data window before you can export it.


Export type drop-down menu

From the drop-down menu select the option of the exported format within the separator for the exported data.

To use the exported files with other applications you can decide which separator might be used in . CSV files::

  • A file where columns are separated by semicolons;
  • A file where columns are separated by commas;
  • A file where columns are separated by tabs.
  Export
button
Click to download the . CSV file. Depending on your Web browser settings a file manager window might appear asking you to choose the location where you want to download the generated file.
Cancel  buttonClick to download the . CSV file. Depending on your Web browser settings a file manager window might appear asking you to choose the location where you want to download the generated file.

Refresh buttonClick to update the entities in the Rejection Reasons list.
View: ViewName menuClick the menu to decide what and how information is displayed in the Rejection Reasons list. You can use the  default  view which is delivered with XTRF Platform or you can adjust the view to your needs.  To find out how to adjust a new view to your needs, go to the View Editor pop-up window article.
iconClick the icon in the appropriate row to modify the details of the existing Rejection Reason.

icon

Click the icon in the appropriate row to delete the Rejection Reason. The confirmation pop-up window appears:

  • Click the OK button to delete the Rejection Reason.
  • Click the Cancel button to resign from the delete action.
 

 

 

 

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