Suggestions for Translation Office 3000 (TO3000), Version 10

Jabberwock wrote:



Of course, there is no need to take away the ability to select the templates - what is important is that there is a default template for a client or that the template selection is sticky per client basis.

Jabberwock wrote:
Or simply apply the time filter which is already present in TO3000. So if I use just this year, I see only clients for whom I've created projects (jobs) lately. It is so easy to turn it on and off that it should not cause any problems.

efreitag wrote:

2. Make invoice numbering fully configurable (for example: counting by day, or month, instead of by year).

efreitag wrote:

3. Offer a possibility to automatise issuing payment reminders.

Natalie wrote:

Please give users more freedom in assigning folders for various purposes (jobs, projects, whatever) and naming them. Possibility of creating custom folders with custom names (not the ones set up forever in the TO options) would be really great.

Jabberwock wrote:

Another minor point: remember the invoice template per client. Typically the same client gets the same type of invoice and carrying it over makes little sense and creates confusion.

I do. However, when I create a new invoice, I have to select the right template from the list - it would be more convenient (and logical, I think - does anyone send two types of invoices to the same client) to define it once in the client settings.

Aude Sylvain wrote:

Also, it would be useful to be able to hook TO3000 to an online currency website so exchange rates are updated automatically when one invoices in a secondary currency.
At present one needs to enter the exchange rate manually - and change it every two days...

Philippe Etienne wrote:

I also look forward to the automated backup feature.

Philippe Etienne wrote:

Cosmetic:
- To be able to create quickly a new contact on the fly while clicking the Client PM button in projects or jobs.
- To be able to hide contacts who no longer work for a client. PMs seem to have a shorter lifetime than vendors, and I have recorded trailers of them in some medium agencies after 6+ years using TO3000.
- Also please show the PM list sorted alphabetically when using the Client PM button. It is currently displayed sorted by entry date it seems.

Philippe Etienne wrote:

- Being able to hide clients I no longer work with or "one-offs" would also keep lists organised. Or 2 client categories: tier 1 for the "close circle", tier 2 for the "less often".

Philippe Etienne wrote:

In fact I referred mainly to the client list on the Client Main tab and when selecting the client at new project creation. It could be convenient to have some filter somewhere that displays only the list of customers who brought some business within the past months, ie those that you are most likely to select when registering entries in TO3000. I find the Main client pane/Select client window unnecessarily crowded (and I don't have that many client records).

Jabberwock wrote:

Or simply apply the time filter which is already present in TO3000. So if I use just this year, I see only clients for whom I've created projects (jobs) lately. It is so easy to turn it on and off that it should not cause any problems.

Aleksandr Dyatlov wrote:



If I understood you correctly, you meant Global Invoice Code. This code can be customized due to your requirements in Settings > Advanced > Codes.

To display date, monts or year in Global Invoice Code, please write the following characters in prefix or suffix of Global Invoice Code:

DD – date,
MM – month,
YYYY or YY – year.

Aleksandr Dyatlov wrote:


Could you please secify what reminders you mean. Do you mean e-mail payment reminders to clients?

Aleksandr Dyatlov wrote:


You can configure creating of any custom folder and subfolders in Settings > Advanced > Folders > Client Folder or Project Folder tab.

Aleksandr Dyatlov wrote:
We would like to suggest you to use custom fields for this purpose. For example, you may create a checkbox ‘Active Client’ for Clients > Client > Main tab. Then open Local Custom Filter and add there a criteria ‘Active Client is equal to 1’. Thereafter only clients with selected ‘Active Client’ checkbox will be displayed. By the way, you can save any local filters of TO3000 clicking Save button in Edit Filter window. Then to use a saved filter, click Open button in Edit Filter window, select an appropriate filter’s file and click Open button.

Aude Sylvain wrote:
...how do you deal with projects that need to be delivered in several batches?

efreitag wrote:

What I mean is that I would like the invoices to have the invoice number DDMMYYXX, where XX counts the number of invoices issued on that very day (DD.MM.YY). In other words: The invoice counter XX should start from 0 every day, not once a year (as it is now).

nordiste wrote:



In France - and I think in other EU countries too - it is a legal requirement that invoices are numbered in continous sequence on the whole year. The counter start from 0 on January 1st. This system is safer for fiscal control = one cannot insert an invoice between to existing ones or destroy an invoice.

Philippe Etienne wrote:


I don't use the Schedule feature (can't "read" it at a glance), but it is the same behaviour in the project Main tab, where you see only the project deadline and not the next job deadline. Colour and date rank in the list are therefore not very informative, save for the last item to deliver in the project. Working with the Jobs list would solve this, but the project main tab is my own reference view and I use the General information pane to enter important reminders and instructions.

Philippe

efreitag wrote:

What I mean is that I would like the invoices to have the invoice number DDMMYYXX, where XX counts the number of invoices issued on that very day (DD.MM.YY). In other words: The invoice counter XX should start from 0 every day, not once a year (as it is now).

efreitag wrote:

I would like to see a possibility to setup templates for payment reminders for every client, along with settings like after how many days a reminder is sent, how much late payment fees and interest are etc. Maybe even different levels of escalation could be implemented.

Natalie wrote:

... at present TO allows me creating project folders exclusively under "Business", and it also decides itself what should be the project folder name. In case I change anything, the folder is "lost".

Natalie wrote:

What I mean with my request above, is the following: in case I create a job record in TO, I would like to have a possibility of linking an existing job folder (from the location of my choice) to this record.

Aude Sylvain wrote:

You did not address my suggestion to enable users to have jobs deadlines appear in the graphic schedule (timeline), instead of or in addition to projects deadlines. Does that mean that you do not believe that this feature would be useful of most users, or that this can already be done?
If the correct reply is the latter (it would be great!), could you please explain how?

Aude Sylvain wrote:

I also miss the possibility to customise the info that appear in the schedule in relation to a specific project. At present one can only see the project name, associated to the client - I would be happy to be able to add, for instance, the word count for each project/job.

Philippe Etienne wrote:

I don't use the Schedule feature (can't "read" it at a glance), but it is the same behaviour in the project Main tab, where you see only the project deadline and not the next job deadline. Colour and date rank in the list are therefore not very informative, save for the last item to deliver in the project. Working with the Jobs list would solve this, but the project main tab is my own reference view and I use the General information pane to enter important reminders and instructions.

Aleksandr Dyatlov wrote:



Natalie, could you please specify what do you mean under “the folder is lost”. Simply if you create a folder inside TO3000 Business folder, it will not disappear, you will be able to see this folder through TO3000. Then when you save some document in TO3000, you will be able to choose this folder manually.

Aleksandr Dyatlov wrote:

Dear colleagues,

Please find the answers below.



We are considering the possibilities to implement an e-mail client in the next version of TO3000.

Aleksandr Dyatlov wrote:



Aude, please accept my apologies that I have not replied on your suggestion. Yes, if we will make the project-client jobs structure optional, there will be a window with only client jobs schedule available. By the way, currently you can find schedules of client jobs in Projects > Schedules of Client Jobs. To view all client jobs which have been input to TO3000 database, please deselect ‘Only Client Jobs of the Project selected above’ checkbox. Also you can move a border between Schedules of Project and Schedules of Client Jobs to maximize the requested schedules.

Aleksandr Dyatlov wrote:

In the next version of TO3000 Local Custom Filter will be added to schedules. Thus you will be able to specify any search criteria to find appropriate information.