Managing Customers
A customer is someone who requires a language service. They can be part of your organization or external, depending on the type of language service department you are. Customers will use MultiTrans to submit service requests, track their status and retrieve completed projects.
- The Customers Page
To navigate to the Customers page, click Customers on the top menu bar and choose Manage. From this page, you can manage all the customer profile data in the system, including adding or deleting customers, viewing their details, setting their standard rates for various services, and exporting customer data for other uses. - Customer CSV Exports
Generate a customer CSV Export to extract your customer information from MultiTrans. - Adding a Customer
Add a new customer to receive language service projects directly through MultiTrans. - Entering Customer Information
Primary information about a customer is entered in the Customer tab. - The Addresses Tab
The Addresses tab is used to enter an address (of which there may be more than one) associated with a newly defined customer, or to edit the address of an existing customer. - The Business Unit Tab
The Business Unit tab allows the definition of multiple business units for a given customer. Individual customer contacts can typically associated with specific business units for reporting purposes and automating project templates. Business Unit Administrators can access all projects of their Business Unit. - The Contacts Tab
The Contacts tab is used to define contact data for customer personnel who submitting projects into MultiTrans. The form contains basic contact information about the contact. It is mandatory to add a First Name and Last Name, an Address or a Business Unit must also be selected. - The Rates Tab
The Rates tab is used to create customer-specific rates that may differ from the standard system Default Rates. Rates created under the Rates tab of a customer override the existing default administration rates. - The Teams Tab
The Teams tab allows the creation and editing of groups of contacts. - The Special Conditions Tab
The Special Conditions tab is used to create customer-specific payment conditions, such as one-time or ongoing rebates and surcharges. - The Project Template Tab
The Project Template tab allows you to view and create project templates that automate the handling of projects submitted by or on behalf of certain customers or contacts. - Viewing Customer Ratings
The Ratings tab displays all reviews and comments submitted by the customer using QA Models. - Showing the Progress of a Document to Contacts
You can choose to not only show your customer contacts the status of a project (Not Started, In Progress, Delivered, etc.) but to also share with the requester on which step of the workflow the document is (for example, step 4 of 5). - Can a customer access more than one final document?
If a document is to be translated in more than one language, in the end there will be more than one "Final Document". Presently, customers access only the "Last Final Document" that was sent to them.