Wednesday, May 8, 2013

The OTM multi-stage follow-up module

OTM offers the option to follow up quotations not yet converted to orders by sending e-mail to the customer.

Set the number of days after a quotation for this option to be active and visible under >Administration >Preferences >Project management settings. The default setting is three days.

If the option is active, the status bar for order receipt is set to yellow and an e-mail icon appears.
Clicking the icon opens an e-mail form with a default text. The last quotation generated is automatically appended to the e-mail as a PDF file. After the e-mail is sent, “(1)” appears after the e-mail icon.
Clicking the icon again opens another e-mail form with a second default text differing from the first text. After the second e-mail is sent, “(2)” appears after the e-mail icon.
If desired, further e-mail messages can be sent for follow-up, but in that case the messages should be adapted individually.

E-mail sent with this module is saved in the customer e-mail section for the particular project. The default e-mail texts (Stage 1 and Stage 2) can be edited under >Administration >Standard texts >E-mails.

Wednesday, May 1, 2013

New OTM Enterprise license now offers three license options for the company's Online Translation Manager (OTM) software for language service project management: the "Budget" option for those with low outsourcing needs, "Business" for frequent outsourcers, and the new "Enterprise" license for those operations which require full scalability. The OTM Enterprise license is designed for language service providers with more than 10 project managers.