Client Management
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
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
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
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 Basic rules: All client communication is to be done using our Helpdesk platform via [email protected] All communication...
Fri, 25 Jun, 2021 at 9:06 AM
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
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
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
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
Managers are able to change the pricing on various levels All our standard prices are stored in the so called System Pricelist and can be looked up unde...
Fri, 22 Mar, 2024 at 12:11 PM