Client Management

Client types
Managed Service All "old" agency customers Customers who buy MS packages All customers requesting translations Customer acts only mi...
Fri, 25 Jun, 2021 at 8:44 AM
Success factors for clients
There are five main success points which make content great:  Clients are onboarded properly Please check whether the client received a proper onboardi...
Fri, 25 Jun, 2021 at 8:55 AM
How to copy a layout
1. Please find the client  2. After you have found and selected the client, please click on the the "Layouts" tab and you will see all layout...
Mon, 5 Oct, 2020 at 12:08 PM
How to insert the content in a file with filters
In case the client sent you a big material file that includes filters (s. below) and he wants to have the content (e.g. translation) only in selected cells ...
Fri, 25 Jun, 2021 at 8:57 AM
Communication Guidelines
Communication Guidelines   Basic rules: All client communication is to be done using our Helpdesk platform via ms@greatcontent.com All communication...
Fri, 25 Jun, 2021 at 9:06 AM
The escalation process
What to report in an escalation In case you need to escalate an issue with a project, please make sure to follow these steps: Check the Helpdesk p...
Fri, 25 Jun, 2021 at 1:26 PM
What to check when you create the first project for a new account
When you need to create the first project for a new client, make sure to follow these steps: Check the quote: Make sure that the quote is clear and that y...
Tue, 2 Mar, 2021 at 5:28 PM
CSV / xlsx bulk uploads not working
Only .xlsx is a valid format to create a bulk upload on the C-App. In case a client is having issues with a bulk upload: Ask them to describe the proc...
Mon, 10 May, 2021 at 1:52 PM
API Procedure for incoming requests from clients
V.1.1 SOP Flowchart (is attached or can be found under the link): https://miro.com/app/board/o9J_lBEZTMI=/ Pricing: API usage is free of charge. Cli...
Fri, 25 Jun, 2021 at 1:34 PM