Customers
In XTM Cloud, the Customer is used to contain TM and terminology. Add a Customer so that you can start creating projects.
Language combinations: Once you have added a customer, add or import language combinations.
Estimate factors: set the factors that are used to automatically calculate the cost and duration estimates for the customer
Create a dummy customer: You can create a TM and term-only customer that you will use as a dummy customer for importing historic TM and terminology. You will not be able to create projects for this type of customer. But, you will be able to apply their TM and terminology to projects created for other customers.
To display XTM Cloud Customers to whom you have access, in the top navigation bar, select Customers. In it, you see these sub-tabs:
Customer list: only displays active customers. You can sort the list by clicking on any of the column headers. You can use the search box to search for the relevant customer(s) by their name, city, country, and the assigned Customer PM. You can also select one of these buttons:
My customers: to only see customers created by yourself and whose Project Manager you are.
All to see all customers to whom you have access.
Inactive customers: only displays deactivated customers. You can sort the list by clicking on any of the column headers. You can use the search box to search for the relevant customer(s) by their name, city, country, and the assigned Customer PM. You can also select one of these buttons:
My customers: to only see customers created by yourself and whose Project Manager you are.
All to see all customers to whom you have access.
Customer PMs: displays the customer Project Managers. You can sort the list by clicking on any of the column headers. You can use the search box to search for the relevant customer PMs by their username, first name, last name, customer they are assigned to, or their email. You can also indicate that the search phrase can be in any of these categories. In that case, select All searchable.