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- Created by Andrzej Wijas (inactive) on Aug 26, 2015
Version 2014 Summer (3.3) has been released. It offers a brand new Work Log, an updated Vendor Portal and Job Manager, plus much more.
New Work Log
To make your work easier and faster, we have redesigned the Work Log functionality. You don't have to note your work or remember when you have started any more. XTRF automatically recognizes what you are working on, creates a log, and then associates it with your customer and the relevant project, task, or job. The activities are shown later on in a clear and easy to read timeline.
Upgrade your XTRF
Contact the XTRF Support Team
to upgrade your XTRF
Discontinued Functionality
Integration with SDL Trados Studio 2009 will not be supported any more. The possibility to switch to the old system design will not be available. The separate Intermediary bank data fields have been removed; all of the fields are merged into one now. We have removed the Pseudo-user.
Customer Portal
Want to add information for all of your customers at once? Now it's easy! With the new Landing Card you can add this info to your Customer Portal. It will be visible to every user of the portal upon logging in.
Vendor Portal
The improved sign up form and provider profile mean less work for you. Your providers can edit and update their profile on their own and send for approval the areas that are the most relevant to your business.
Click here to learn how to start using the new Vendor Portal.
...and More
- CSV attachments can be saved to local drives. You can keep your files close.
- No more confusion after sending or receiving ZIP files. You can use the file name to describe the content.
- Possibility to search through the system by language combination saves your time and effort.
- More flexible analysis of the documents in CAT tools with new calculation units.
Enhancements and Updates
Here you can find a list of all enhancements and updates available in version 2014 Summer (3.3).
Work Log Redone
- New improved Work Log function counts your work time.
- Stop watch in the main menu. Users can see how much time current activities take.
- No more pop up windows at log out. System automatically saves your activities and presents them as a clear time line day by day.
- Better management of the work log entries. You can use macros to export them to an external systems.
Customer Portal
- By adding a Landing Card with customizable content (text) to the customer portal dashboard, you can show all your clients important information. It will be the first thing they see upon logging in.
Vendor Portal
- Improved sign up form in Vendor portal. More viable information can be introduced at registration.
- Updating your provider profiles simpler but you are still in control. Providers can edit their profile and send them for your approval.
- Less work on your hands since your providers can edit their payment credentials i.e. the payment method.
To learn more on how to start using the new Vendor Portal go to: How Can I Use the Vendor Portal?.
Integrations
- Improved integration with SDL Trados Studio. CAT analyses are created at the beginning of the project.
- An additional parameter of SDL Trados Studio analyses, "locked segments", is now supported.
- Generic actions added in CAT tools. One action allows to perform a set of batch tasks.
- New calculation units in CAT analysis. Number of characters can now be retrieved from CAT tool logs that contain such information.
- Extended SOAP-API. There is a possibility to define Account Manager and Project Manager.
Other Improvements
- Business reports customization. More flexibility in your reports related to TM matches, you can define a calculation unit for your report.
- You can get rid of unwanted tasks. There is possibility to cancel or close a task in the system.
- Adding a contact person is faster and easier. Fill in 4 short fields in pop up window and it is done.
- Improved e-mail sending keeps your mailbox free of doubled messages.
- It is easier to find information. You can search in the system by the language combination.
- CSV attachment files can be saved to local drives.
- Improved ZIP files naming. Less confusion in the file exchange process since you can define the file names.
- Easier browsing trough the System values. Your view is not distorted by preferred values any more.
- The editor for macros and virtual columns has been improved.
Discontinued Functionality
- Support for SDL Trados Studio 2009 has been removed in integration.
- Pseudo-user has been removed.
- Intermediary bank data is no longer stored in separate fields. It has been merged into one fields.
- The possibility to switch to the old system design has been removed.
Detailed Changelog for Minor Versions
3.3.38 | |
Ticket No. | Description |
XTRF-12401 | Minor Improvement: Task - problem with accepting files |
XTRF-14870 | Minor Improvement: Remove incorrect message when opening invalid URL |
XTRF-18684 | External process: add post action which only sets action's status one step back (to Accepted) |
3.3.37 | |
Ticket No. | Description |
XTRF-18988 | Minor Improvement: Company profile is empty |
3.3.36 | |
Ticket No. | Description |
XTRF-17158 | Minor Improvement: Problem with non-breaking spaces in e-mails |
3.3.35 | |
Ticket No. | Description |
XTRF-18632 | Minor Improvement: Exception while trying to import quantity from receivable to payable |
XTRF-18678 | Minor Improvement: Browses - Virtual columns are still visible after deleting |
XTRF-18696 | Minor Improvement: Files missing from Customer Notification ZIP |
XTRF-18705 | Minor Improvement: When using Copy Task in project workflows, bundles are set incorrectly |
3.3.34 | |
Ticket No. | Description |
XTRF-17747 | Minor Improvement: Nulls in cached virtual columns |
XTRF-17850 | Minor Improvement: XTRF crashes on big projects |
3.3.33 | |
Ticket No. | Description |
XTRF-17952 | Minor Improvement: Cannot shrink down the Filter Panel in Notifications > Templates on Chrome |
XTRF-18234 | Minor Improvement: Unable to change a password in Customer Portal |
XTRF-18282 | Minor Improvement: Periodic Jobs not working - Customer Feedback - Exception: no session or session was closed |
XTRF-18388 | Minor Improvement: Work Log - cannot add entry |
XTRF-18390 | Minor Improvement: XTRF doesn't accept XTM analyses with some specific tags |
XTRF-18474 | Minor Improvement: Exception when opening Customer Feedback |
3.3.32 | |
Ticket No. | Description |
XTRF-17505 | Minor Improvement: Exception on Dashboard |
XTRF-17825 | Minor Improvement: Executing filter subscription Periodic Job |
XTRF-18054 | Minor Improvement: Problem when uploading large files via job manager |
XTRF-18183 | Minor Improvement: Duplicate currencies created |
XTRF-18254 | Minor Improvement: When a client submits a request via the client portal Discount / Surcharge is not applied |
XTRF-18291 | Minor Improvement: Exception in job |
3.3.30 | |
Ticket No. | Description |
XTRF-17842 | Create 3 simple searches within quotes, projects and invoices |
XTRF-17858 | Minor Improvement: Total is broken into 2 lines, because grouping separator is a space |
XTRF-17951 | Minor Improvement: Unable to close a project with memoQ integration |
XTRF-17976 | Minor Improvement: Unable to perform Prepare Packages after External Project Finalization |
XTRF-17994 | Minor Improvement: Login to customer portal is not possible due to timeout |
XTRF-18009 | Minor Improvement: Incorrectly set deadlines for jobs |
XTRF-18041 | Minor Improvement: Unable to create a Virtual Column for several classes |
3.3.29 | |
Ticket No. | Description |
XTRF-16405 | Add support for MHTML files of SDL Trados |
XTRF-16742 | Add support for SDL Trados Studio "Word Count" HTM & XLS analysis with custom match thresholds |
XTRF-17413 | Minor Improvement: Localized name not showing up in customer portal properly |
XTRF-17790 | Minor Improvement: User Group - unable to activate/deactivate |
XTRF-17861 | API for 3 simple searches within quotes, projects and invoices |
XTRF-17863 | UI: Create searches within quotes, projects, invoices |
XTRF-17924 | Minor Improvement: Default Contact person not being used in API projects |
XTRF-17928 | Minor Improvement: QuickBooks synchronization failing |
3.3.28 | |
Ticket No. | Description |
XTRF-15334 | Minor Improvement: Adjust pop-up width to its content |
XTRF-16279 | Minor Improvement: System values - Job Types - wrong menu |
XTRF-17845 | Minor Improvement: Approval thank you message sent to PM instead of client |
3.3.27 | |
Ticket No. | Description |
XTRF-15224 | Improve formatting of provider notes for PM - respect line breaks |
XTRF-16196 | Minor Improvement: Editing contact person in view mode |
XTRF-17179 | Get rid of synchronizing User passwords in memoQ integration |
XTRF-17533 | Minor Improvement: Exception when duplicating price list |
XTRF-17674 | Minor Improvement: Customer Contact person cannot see project in customer portal |
XTRF-17724 | Minor Improvement: Exception when opening CRM |
XTRF-17728 | Minor Improvement: Report Type column is always empty |
XTRF-17729 | Minor Improvement: Values entered with multiple edit in vendor registration are not correctly validated |
XTRF-17734 | Minor Improvement: Unable to create a Virtual Column for Dashboard view |
XTRF-17761 | Minor Improvement: Too long field content |
XTRF-17766 | Minor Improvement: JavaMelody warnings when using temporary files |
3.3.26 | |
Ticket No. | Description |
XTRF-15984 | Minor Improvement: Problem with report: Value / Project Total Agreed |
XTRF-16681 | Minor Improvement: Exception while adding missing items using Localization Management |
XTRF-17415 | Minor Improvement: TM Savings - value per invoice item does not apply the rounding correctly |
XTRF-17520 | Minor Improvement: Issue with e-mail template when creating quote in Customer Portal |
XTRF-17530 | Minor Improvement: Permission denied when trying to deliver files |
XTRF-17531 | Minor Improvement: Log entries refer to earlier entries which don't exist |
XTRF-17538 | Minor Improvement: Source Language and Target Language filters do not work |
XTRF-17547 | Minor Improvement: SDL Trados Studio integration - selecting mandatory actions |
XTRF-17602 | Minor Improvement: No "save modifications" prompt when saving bank accounts on customer's/vendor's profile |
XTRF-17616 | Minor Improvement: Unable to upload XTM analysis file |
XTRF-17628 | Minor Improvement: Problem when using the multiple files delivery option |
XTRF-17633 | Minor Improvement: Problem in memoQ integration: Attempting to create a resource that exists and is open |
XTRF-17643 | Minor Improvement: Incorrect message when trying to delete work files after starting workflow in CAT integrations |
XTRF-17661 | Minor Improvement: Do not remove resource selection rules when cleaning database |
XTRF-17688 | Minor Improvement: project.getPrepayment() in projectSnaphot does not work |
3.3.25 | |
Ticket No. | Description |
XTRF-13805 | Minor Improvement: Unable to save Notes / Instructions or delete e-mail template localized version when editing Source |
XTRF-16213 | Minor Improvement: Check if all Evaluation Levels (Ratings) are always in the database |
XTRF-16432 | Minor Improvement: Problem with footer when provider / customer / user doesn't upload any photo |
XTRF-16548 | Minor Improvement: Problem with currency mapping in provider portal settings |
XTRF-17043 | Minor Improvement: When creating invoice, incorrect payment method is selected |
XTRF-17087 | Minor Improvement: CAT payable - Import All from Receivable - no option to choose from which CAT receivable to import |
XTRF-17095 | Minor Improvement: Issues related to changing customer, e.g. task ready files notification is sent to previous customer |
XTRF-17122 | Minor Improvement: Exception when changing views |
XTRF-17221 | Minor Improvement: Survey - radio buttons must be hidden |
XTRF-17260 | Minor Improvement: Adding one recipient to email in CRM deletes all other contact persons from the list |
XTRF-17362 | Minor Improvement: Problem with TMs, TBs and log files in XTM / Memsource project in customer portal |
XTRF-17427 | Minor Improvement: It shouldn't be possible to add input files to a task with external system if external project has already been created |
XTRF-17445 | Minor Improvement: getInvoiceTemplate() method missing from CustomerInvoiceSnaphot |
XTRF-17452 | Minor Improvement: In project workflows, files are copied only once into language-dependent tasks |
XTRF-17505 | Minor Improvement: Exception on Dashboard |
XTRF-17511 | Minor Improvement: Changing status of job in workflow isn't allowed when later job started in workflow |
XTRF-17516 | Minor Improvement: Wrong Spanish localization in Customer Portal for "current" and "past" |
XTRF-17517 | Minor Improvement: Upload File - Source Text - Advanced - missing label |
XTRF-17518 | Minor Improvement: Footer evaluation after EV engine migration causes exception |
3.3.24 | |
Ticket No. | Description |
XTRF-12641 | Minor Improvement: Customer Review - Awaiting reviews - problems with files |
XTRF-15241 | Minor Improvement: IE11 - Vendor Portal start page - problem with required fields |
XTRF-16552 | Minor Improvement: XTRF keeps a lot of idle database connections |
XTRF-17095 | Minor Improvement: After changing customer, task ready files notification is sent to previous customer |
XTRF-17425 | Minor Improvement: E-mails preview (after clicking Edit&Send) shows HTML source instead of formatted text (2) |
3.3.23 | |
Ticket No. | Description |
XTRF-14276 | Minor Improvement: Work log causes exception when displayed when automatically logging off after timeout |
XTRF-15708 | Minor Improvement: "File is not available for download" error message in the Customer Portal customer review |
XTRF-16555 | Minor Improvement: Quote browse - wrong order of reasons for rejection |
XTRF-17129 | Minor Improvement: When editing e-mail and changing only font style, changes are neither applied in preview nor saved |
XTRF-17212 | Minor Improvement: Error 400 when trying to perform multiple change on workflows |
XTRF-17213 | Minor Improvement: Projects and Tasks filter fails after update |
XTRF-17214 | Minor Improvement: Partner Zone XTM links lead to message "You do not own the specified entity. Access is Restricted" |
XTRF-17222 | Minor Improvement: Issue when double-clicking the Save button during project creation |
XTRF-17226 | Minor Improvement: While creating project in WS API is should be enough to pass personId without customerPersonName |
XTRF-17228 | Minor Improvement: Exception: Method not found - when trying to perform multiple change on task from Project/Task tab |
XTRF-17252 | Minor Improvement: Incorrect PO template selected for Provider |
XTRF-17276 | Minor Improvement: Disable escaping HTML entities in CKEditor |
XTRF-17278 | Minor Improvement: Unable to create XTM project |
XTRF-17285 | Minor Improvement: Selecting variables from drop-down list doesn't work if Source is shown in CKEditor |
XTRF-17344 | Minor Improvement: QuickBooks integration fails before completion, invoices are duplicated or not sent |
XTRF-17350 | Minor Improvement: Tag list is always shown in CKEditor |
3.3.22 | |
Ticket No. | Description |
XTRF-14896 | Minor Improvement: Quantity in CAT Grid is showing only two decimal digits |
XTRF-16198 | Minor Improvement: Poor XTRF performance because of big profile images |
XTRF-16323 | Minor Improvement: Project based on template |
XTRF-16428 | Minor Improvement: Project Template is copying rates when it is disabled |
XTRF-16645 | Minor Improvement: Minimum charge for 'Create Item for Each Task' is not pulled |
XTRF-16942 | Minor Improvement: Quick Search - problem with project ID |
XTRF-16982 | Minor Improvement: getAddress() method missing in CustomerInvoiceSnapshot |
XTRF-17072 | Minor Improvement: Error 404 when trying to delete virtual columns |
XTRF-17083 | Minor Improvement: Doubled input files due to doubled bundle assignment after copying task |
XTRF-17090 | Minor Improvement: Issues with provider contact person Address tab |
XTRF-17105 | Minor Improvement: Avability request e-mails are not being sent |
XTRF-17154 | Minor Improvement: Unable to finish registration in portal because of blocked contact person's mail |
XTRF-17159 | Minor Improvement: External process automated actions without command should be simply ignored |
XTRF-17166 | Minor Improvement: Exception when clicking bottom-left logo in Partner Zone |
XTRF-17177 | Add getNotCancelledSortedTasks() method to AbstractProject and BaseProjectSnapshot |
XTRF-17182 | Minor Improvement: Cannot edit Project Confirmation email from PM Dashboard |
XTRF-17184 | Minor Improvement: CRM memos lose formatting when in read only view |
XTRF-17186 | Enable filtering projects by customerProjectNumber in Customer Portal API |
XTRF-17201 | Minor Improvement: Cannot send password reset e-mail to provider contact person |
XTRF-17212 | Minor Improvement: Error 400 when trying to perform multiple change on workflows |
3.3.21 | |
Ticket No. | Description |
XTRF-17059 | Minor Improvement: Exception when trying to generate a Task Total Cost report |
3.3.20 | |
Ticket No. | Description |
XTRF-14928 | Minor Improvement: Unable to automatically launch a project from customer portal due to missing deadline |
XTRF-15485 | Minor Improvement: Problem with selecting language combinations when editing price list |
XTRF-15495 | Minor Improvement: Minimum charge - problem with check box |
XTRF-16741 | Minor Improvement: E-mail preview inherits site-wide styles |
XTRF-16935 | Minor Improvement: Report sorting problem - descending sum |
XTRF-16960 | Minor Improvement: First column in business reports has no label |
XTRF-17002 | Minor Improvement: No message when nothing is restored using Localization Management |
XTRF-17007 | Minor Improvement: Total Value in receivable/payable tables should not break into more than 1 line |
XTRF-17076 | Minor Improvement: E-mails preview (after clicking Edit&Send) shows HTML source instead of formatted text |
XTRF-17080 | Minor Improvement: Default language is not suggested by default |
XTRF-17107 | Minor Improvement: Unable to upload XTM analysis file |
XTRF-17109 | Minor Improvement: External process automated actions that run scripts do not seem to do anything |
XTRF-17125 | Minor Improvement: Link to job in Job Manager is asking to login |
3.3.19 | |
Ticket No. | Description |
XTRF-16157 | Minor Improvement: Social Medium - photo - problem with refreshing |
XTRF-16541 | TM Savings - values per match type should be rounded to 2 decimal points |
XTRF-17047 | Enable adding SDLTB files to Resources |
XTRF-17093 | Minor Improvement: Make money-related columns align to right |
XTRF-17094 | Retrieve chars per word parameter from Memsource LOG analysis |
3.3.18 | |
Ticket No. | Description |
XTRF-14052 | Minor Improvement: Contact Person - Address - checkboxes Use for CC 2 / Use for CC 3 don't work |
XTRF-15788 | Minor Improvement: Salesforce integration problem when user in Salesforce has no First Name |
XTRF-15934 | Minor Improvement: Address - problem with "Not selected" |
XTRF-16088 | Minor Improvement: Quote acceptance email is duplicated |
XTRF-16568 | Enable browser spellchecker in e-mail pop-ups |
XTRF-17048 | Minor Improvement: Unable to delete users if they have any work log entries |
XTRF-17057 | Minor Improvement: Provider icon visible when user has no rights to providers |
XTRF-17091 | Minor Improvement: Unable to create e-mail in CRM |
3.3.17 | |
Ticket No. | Description |
XTRF-12745 | Minor Improvement: HTML template editor escapes ‘<’ and ‘>’ |
XTRF-14265 | Minor Improvement: When I try to create a memoQ project and use as source a bilingual file with a different language combination than the one in task, I get incorrect error message |
XTRF-15259 | Minor Improvement: External project progress info is shown on top of other text |
XTRF-15770 | Minor Improvement: Payable - Import All from Receivable - unable to see "Show CAT Analysis Details" |
XTRF-15771 | Minor Improvement: Payable - Import All from CAT Receivables - problem after changing Calculation Unit |
XTRF-16261 | Minor Improvement: SMS Broker - error 500 |
XTRF-16293 | Minor Improvement: Mixed content error appears when opening embedded XTM/Memsource even if both XTRF and external system use HTTPS |
XTRF-16307 | Provider Language Combination Form - add ID |
XTRF-16327 | Provider Rate Form - add ID |
XTRF-16384 | Minor Improvement: Profile editing - problem with refreshing in web-browsers |
XTRF-16508 | Jobs table - add unique IDs |
XTRF-16513 | Payables and Receivables - change table IDs |
XTRF-16560 | Minor Improvement: Icons in footer not displayed |
XTRF-16647 | Minor Improvement: Clicking "Open in Pop-up" in External Systems tab in task with XTM / Memsource integration triggers page reload |
XTRF-16671 | Minor Improvement: Issue with filtering resources - problem with binding resource description to project name |
XTRF-16682 | Minor Improvement: Problem restoring workflow definitions using Localization Management |
XTRF-16789 | Minor Improvement: QuickBooks Integration - missing project number in provider invoice item description (impossible to customize description) |
XTRF-16857 | Provider Page - add constant IDs to provider's data items |
XTRF-16980 | Minor Improvement: Saving changes in vendor profile results in Error 400 |
XTRF-17001 | Minor Improvement: Line breaks are possible in numbering schemes, filenames and some meta expressions |
XTRF-17011 | Minor Improvement: Wrong wizard linked to button in Customer Portal - Projects List View |
XTRF-17022 | Minor Improvement: Error 403 when trying to delete Provider Filtering Rules for Availability Requests |
XTRF-17037 | Minor Improvement: Unable to log in as Provider to Partner Zone and unable to download files from links |
3.3.16 | |
Ticket No. | Description |
XTRF-11294 | Minor Improvement: Provider profile is scrolled to bottom after opening |
XTRF-14694 | Minor Improvement: Customer Portal Tour pop-up window requires scrolling for non-English languages |
XTRF-15695 | Minor Improvement: Problem in XTM integration - unable to calculate metrics for a file |
XTRF-16329 | Minor Improvement: No images in e-mail footer visible |
XTRF-16509 | Minor Improvement: QuickBooks Integration works even if items behave unexpectedly |
XTRF-16625 | Minor Improvement: SDL Trados Studio 2014 analysis error: Unknown file format (XML) |
XTRF-16703 | Minor Improvement: Unable to duplicate price lists |
XTRF-16945 | Minor Improvement: Wrong variable name in import |
XTRF-16957 | Minor Improvement: When using HTML SDL Trados analysis, values are taken only for first file |
3.3.15 | |
Ticket No. | Description |
XTRF-14972 | Minor Improvement: Customer Review - problem with pop up "Select provider" |
XTRF-16262 | Minor Improvement: "Sign in" button is not activated if password is auto-suggested |
XTRF-16403 | Minor Improvement: Add another contact person - delete strange tool tip |
XTRF-16418 | Minor Improvement: Enabling contact person's access to Partner Zone |
XTRF-16553 | Minor Improvement: Provider Portal - unable to sign in after not finished registration |
XTRF-16664 | Minor Improvement: Provider Portal - HTTP error 401 Unauthorized |
XTRF-16822 | Minor Improvement: HTTP Status 400 when trying to open/edit particular task |
XTRF-16836 | Minor Improvement: Feedback form - Related Users and Responsible for Implementation do not display in view mode |
XTRF-16893 | Minor Improvement: Cannot continue registration after a service was removed |
XTRF-16904 | Minor Improvement: After changing margin settings in BIRT templates, footers are overridden |
XTRF-16920 | Minor Improvement: Unable to write expression containing apostrophes and quotes in e-mail footer and e-mail template (2) |
XTRF-16922 | Minor Improvement: Fix projects widget display when long names used |
XTRF-16944 | Minor Improvement: Cell alignment in reports needs to be right |
3.3.14 | |
Ticket No. | Description |
XTRF-12644 | Add more information about sender in messages sent from Customer Portal |
XTRF-15352 | Minor Improvement: Landing Card - editor issues |
XTRF-15517 | Minor Improvement: Specify your service - incorrect message on continue button |
XTRF-16196 | Minor Improvement: Editing contact person in view mode |
XTRF-16500 | Minor Improvement: Provider Price List - Rates are not displayed on the list |
XTRF-16520 | Minor Improvement: Provider Portal - Payment Method - wrong tool tip |
XTRF-16626 | Minor Improvement: Bundle priority order not reflected on Workflow Graph tab in task and workflow definition |
XTRF-16644 | Minor Improvement: Incorrectly set margins in BIRT-generated-PDFs |
XTRF-16684 | Minor Improvement: Tags related to sender suggested for e-mail template / footer don't work while working tags related to user are not suggested |
XTRF-16691 | Minor Improvement: Configuration - problem with long label |
XTRF-16713 | Minor Improvement: Unable to close job in Job Manager without uploading files |
XTRF-16747 | Minor Improvement: Vendor Portal: Strange behavior of "Chosen" component |
XTRF-16787 | Minor Improvement: Periodic job export does not display evaluation |
XTRF-16793 | Minor Improvement: Customers cannot edit their accounts in Portal |
XTRF-16806 | Minor Improvement: Profile editing - inconsistent behavior while removing service |
XTRF-16842 | Minor Improvement: Setting evaluation grade takes longer than 10-15 seconds |
XTRF-16850 | Minor Improvement: Jobs Browse - Current / All - Evaluation is always empty |