Customer Editor – Edit
In the Customer list > 
Edit tab screen you can:
edit Basic information for the relevant customer.
edit Address details for the relevant customer.
upload Reference material.
Edit tab:Select the Customers tab.
In the Customers tab screen, select the context menu icon
next to the relevant customer's name.From the context menu, select
Edit.
The visibility and default values in the Customer list > Edit tab screen cascade down from the system settings, which are set by the XTM Cloud Administrator.
Setting | Description | Mandatory/ Optional | Type | Valid values |
|---|---|---|---|---|
Basic information section | ||||
Customer | A unique name of the customer. | Mandatory | Text field | Alphanumeric |
Customer nickname | A nickname of the customer. | Optional | Text field | Alphanumeric |
TM and term only | Use this setting to create a TM- and term-only customer who will act as a dummy customer for importing historic TM and terminology. If you select the TM and term only checkbox, it will not be able to create projects for this customer. However, it will be possible to apply this customer's TM and terminology to projects created for other customers. | Optional | Checkbox |
|
Confidential customer | ImportantYou can only make this setting if you have both an XTM Cloud Administrator and a Product Manager role. Users with only the Project Manager role who have access to the relevant confidential customer can see this setting in read-only mode. Use this setting to protect the relevant customer's sensitive information from public access, via XTM Cloud UI or API. Only internal users and LSPs to which you grant access to the confidential customer will be able to see them, in the Customers tab screen and access their projects, tasks, translation memory (TM), and terminology. For details about granting the relevant access rights:
| Optional | Checkbox |
|
VAT number | The Value Added Tax (VAT) identification number for the relevant customer. | Optional | Text field | Alphanumeric |
Project Manager | Use this setting to select a default Project Manager for the relevant customer. This user will automatically be assigned as Project Managers to projects created by Limited Project Managers. Projects created by other Project Managers will automatically have the project creator assigned as the Project Manager. If you select the user icon | Optional | Dropdown | Predefined list of users with the Project Manager role. |
Select language PM | Use the Select language PM popup to select different Project Managers for different target languages. | Optional | Popup and 2 Dropdown lists | Valid values for the Target language dropdown consist of the predefined list of target languages defined for the relevant customer. Valid values for the Language PM dropdown consist of the predefined list of users with the Project Manager role. |
Cost approvers | This setting is displayed if your XTM Cloud Administrator has enabled the Projects require cost approval setting in Configuration > Data tab > Estimates > Cost settings (see Cost settings). | Mandatory if you want to use the project cost approval functionality. | Multiple selection | Predefined list of users with the Cost Approver role. |
Cost managers | This setting is displayed if your XTM Cloud Administrator has enabled the Projects require cost approval setting in Configuration > Data tab > Estimates > Cost settings (see Cost settings). | Mandatory if you want to use the project cost approval functionality. | Multiple selection | Predefined list of users with the Project Manager role. |
Project watchers | Project watchers will be notified about project creation and any changes made in projects created for the relevant customer, by email. | Optional | Multiple selection | Predefined list of users with the Project Manager role and Customer PMs (if the Show Customer PMs checkbox has been selected). |
Show Customer PMs | Use this setting to add Customer PMs to the Project watchers list. | Optional | Checkbox |
|
Address section | ||||
Address 1 | Use this setting to complete customer address details. | Optional | Text field | Alphanumeric |
Address 2 | Use this setting to complete customer address details. | Optional | Text field | Alphanumeric |
City | Use this setting to complete customer address details. | Optional | Text field | Alphanumeric |
State / County | Use this setting to complete customer address details. | Optional | Text field | Alphanumeric |
Postcode / ZIP | Use this setting to complete customer address details. | Optional | Text field | Alphanumeric |
Country | Use this setting to complete customer address details. | Optional | Dropdown | Predefined list of countries. |
Phone 1 | Use this setting to complete the customer phone number. | Optional | Text field | Alphanumeric |
Phone 2 | Use this setting to complete the customer phone number. | Optional | Text field | Alphanumeric |
Mobile phone | Use this setting to complete the customer mobile phone number. | Optional | Text field | Alphanumeric |
Fax | Use this setting to complete customer fax number. | Optional | Text field | Alphanumeric |
Website | Use this setting to complete customer website. | Optional | Text field | Alphanumeric |
Skype | Use this setting to complete customer Skype user name. | Optional | Text field | Alphanumeric |
MSN | Use this setting to complete customer Microsoft Network details. | Optional | Text field | Alphanumeric |
Reference material section | ||||
Select files to upload | Use this setting to upload additional reference materials for the relevant customer. The uploaded files will be displayed in the Customer Editor in the table at the bottom of the Reference material section. All uploaded customer reference files will automatically be added to every project created for the relevant customer. Project Managers can download them from Project Editor > [project name]> Files > Reference materials. Linguists will be notified about those materials in the email that informs them about task assignment. They can download them, from XTM Workbench, from the top navigation bar by selecting Preview > Reference materials. | Optional | Choose files button | File types supported by XTM Cloud. |
