Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

Check our How to guides to get familiar with different actions you can perform on the XTRF Platform.

Get started:

Manage your partners:

Explore XTRF features:

Configure system key settings

Configure system values

Configure e-mail settings

Add a new user account

Create a Classic quote

Create a Classic project

Create a new client profile

Invite a client to the Client Portal

Manage price lists for clients

Create a client invoice

Create a new vendor profile

Invite a vendor to the Vendor Portal

Manage vendor's price profile

Create a vendor invoice

Limit user access to client data

Add custom fields to client and vendor profiles

Assign vendors through availability requests

Create and manage services

Configure the Work Log feature for Home Portal users

Configure the Client (Customer) Portal

Request a user guide
If you reckon our knowledge base lacks some useful guides, please let us know by leaving a request here.

  • No labels