New

Start a project straight from Google Drive

• Pick your client’s files from Google Drive and the project is set up for you: the name is filled in and the file type is recognised. There’s no downloading and re-uploading, so projects get started sooner.

Delete CRM records in bulk

• Remove many contacts, companies or deals at once to keep your client database clean. Your existing permissions still apply, so people can only delete what they’re allowed to.

Better search in translation memories, users and support tickets

• These lists now have the same powerful filters as the rest of TransPM, with ready-made options for the things you look up most.

Enhancements

Easier automation setup

• When building an automation that depends on a person or project, just pick from a searchable list instead of typing names. Your rules are faster to set up and less likely to break.

“Move to next stage” automation sets itself up

• The automation that moves work to the next step (for example, from translation to review) now works out the details on its own. Setup takes a few clicks instead of a lot of manual configuration.

Currencies look the same everywhere

• Reports, rate cards and client records now show currencies in one consistent way, so figures are easy to read and compare.

See the account manager in company reports

• Company reports can now show who manages each client account, and you can sort and filter by it. This is handy for reviewing each manager’s portfolio.

Finance, vendor and CRM pages load faster

• The pages your team opens most are noticeably quicker, which adds up to less waiting every day.

Report columns sort correctly

• Sort companies, contacts, deals, estimates, invoices, projects, purchase orders and vendors by any column, including names and currencies, and get the order you expect.

Fixes

CRM

• Contacts show the right currency. Each contact now shows the currency from their latest deal, so you know how to quote them at a glance.

Overall

• Filters match what they say. Filters on translation memories, users and support tickets now return the right results.
• Behind-the-scenes improvements across projects, reports, CRM, finance and vendors.