Spaces
Apps
Templates
Create
XTRF Knowledge Base
All content
Space settings
Content
Results will update as you type.
Products overview
Guides
Installation guides
Maintenance guides
Admin guides
•
Add a BIRT-4 document template
•
Add a Classic automatic action
•
Add a Client instructions custom field
•
Add a custom column
•
Add a custom field
•
Add a files directory on a local server
•
Add a new user account
•
Add a numbering scheme
•
Add a periodic job
•
Add a Smart vendor selection rule
•
Add an expression
•
Add an HTML document template
•
Add an opportunity
•
Add custom fields to client and vendor profiles
•
Add localized values
•
Add vendor selection rules for availability requests (Classic)
•
Add workflow resources selection rules (Classic)
•
Add your personal mailbox to the Home Portal account
•
Brand your e-mails
•
Change the base system calculation unit
•
Change the language of the XTRF interface
•
Configure e-mail settings
•
Configure Smart Connectors
•
Configure system key settings
Configure system values
•
Add a CAT tool system value
•
Add a country or territory
•
Add a department
•
Add a discount or surcharge
•
Add a field of study
•
Add hardware
•
Add an industry
•
Add a payment method
•
Add a payment plan
•
Add a position
•
Add a rejection reason
•
Add a service
•
Add software
•
Add a state or province
•
Add a tax rate
•
Add a calculation unit
•
Add a category
•
Add a currency
•
Add a job type
•
Add a language
•
Add a lead or recruitment source
•
Add an opportunity status
•
Add a payment type
•
Add a reason for correction
•
Add a social medium
•
Add a specialization
•
Add a tax office
•
Add a work log activity
•
Edit a rating
•
Configure the Client (Customer) Portal
•
Configure the sign-in options and password requirements for XTRF Portals
•
Configure the Single sign-on (SSO)
•
Configure the Work Log feature for Home Portal users
•
Create a custom e-mail notification template
•
Customize a BIRT-4 document template
•
Customize branding in XTRF
•
Edit a user profile
•
Edit the client satisfaction survey
•
Generate an access token for the Home Portal API
•
How to switch from Apache Velocity macros to Groovy
•
Limit user access to client data
•
Manage branches
•
Manage the connection between your e-mail account and XTRF Email Assistant
•
OAuth 2.0 authorization for e-mails and Smart Connectors
•
Open and manage requests in XTRF Help Desk
•
Restore system values
•
Smart Connectors - Technical Guide
•
Use the single sign-on (SSO) authentication
•
XTRF guide to macros
•
Update the email signature
•
Select Recipients of E-mail Notifications
Project and quote management guides
Client management guides
Vendor management guides
Finance management guides
Other Home Portal guides
Vendor guides
Client guides
XTRF Chat guides
Advanced Job Offers guides
Integrations
•
Glossary
FAQ
Blogs
You‘re viewing this with anonymous access, so some content might be blocked.
Close
XTRF Knowledge Base
/
Add a job type
Add a job type
Oksana Vishchuk
Łukasz Jaśkiewicz