Generate invoice — Murrumbateman Field Days (MBFD)

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42 entries · 39h 15m total
DateProjectDescriptionDuration
9 Aug 2023General SupportEmail for Booking Contact not verifying - Checked the formula for the email verification process to ensure it was taking place correctly - Looked in the back end to see none of the recent manual admin entries ran the formula - Tried adding a new contact in to a booking with successful verification - Tried merging in a new contact with unsuccessful verification - Went into the merge script and added an update step - Email now successfully validates on contact merge1h
11 Apr 2023General SupportKylie reported Basic Contact not filled in Reviewed and chased back to email validation when details manually entered, not by customer through web portal Basic Contact checking for Email Verification field to contain a value, not being triggered by manual entries Added in scripting to call server for verification and updates records Booking Contact and Booking Modified script trigger on field present on layout30m
28 Feb 2023Form changes reported as not being reflected on web form questions1h 15m
20 Dec 2022Resubmit/Submit/Compete buttons on Requests not used because its slowFound script was RFC on ALL request options, was performing find prior to navigating to the Request Layout Altered scripting in MBFD and DEV15m
20 Dec 2022Dupicate 2022 program into 2023Program Duplication15m
20 Dec 2022Client CommunicationsZoom with Kylie to touchbase on new program30m
4 Oct 2022Query: Attachments for CommunicationsPC with KC Advised could link one file to all the communications for ougoing exhibitor packs KC to send through go ahead when comms generated15m
4 Oct 2022Query: Attachments for CommunicationsKC emailed query for adding multiple attachments Reviewed data, user adding 4 generic files to each communication of the same template, attachments not linked to template 15m
28 Sept 2022General SupportMBFD15m
8 Sept 2022General Support1h 30m
29 Aug 2022General SupportUpdated Web layouts to incorporate Booking update when Booking Contact name fields are exited, Tested on PC and Mobile. Result: Requests updated with name fields as form is filled out, live. Updated all Booking records to confirm. Implemented in dev and MBFD. Advised client of resolution.1h 30m
23 Aug 2022General Support1h
23 Aug 2022General SupportMBFD45m
22 Aug 2022General SupportXibitor MBFD2h 30m
3 Aug 2022General SupportReceived query on emails going to Junk Advised email sent from Twilio, to pass on to IT Support15m
6 July 2022Client CommunicationsQuick review of Xibitor, called client to touch base15m
26 May 2022Client CommunicationsPC to Kylie - Touch base Idea of Tickets check-box to be implemented15m
10 May 2022Export ButtonsReviewed differences in Export scripts for Requests Vs Contacts. Requests export as CSV to account for the inclusion of additional contacts on a Request. Emailed client with screenshot + instructions to modifying firl in Excel for CSV files.1h
2 May 2022Contact Form - Asterisks for Mandatory fieldsAdded extra asterisks for Postal Address. Test Booking - Filling out contact form displayed asterisks15m
27 Apr 2022General SupportTroubleshooting with Export buttons for customer. Exporting Requests is reported as opening as everything in one column. Testing with the outputted csv file is what is expected, a functional spreadsheet. Kylie sent through her file that she gets, and it opens as a spreadsheet here. Have sent through requested export excel file to assist. Offered troubleshooting of using right click "Open With" as client may be opening with a text reader determined by local default programs.45m
22 Apr 2022Export Buttons0m
20 Apr 2022Export ButtonsTested Exports. Scripting contains notes about windows compatibility. Added in substitution around Note Description as returns were being used by user. Awaiting user response to confirm functional on windows.45m
20 Apr 2022Bulk Email to Exhibitors that haven't bookedClient response on Advanced Search functionality, provided screenshot of visible buttons. DEV advised alternate process for ensuring emails are not sent to undesired contacts.30m
19 Apr 2022Bulk Email to Exhibitors that haven't bookedWalk through of Advanced Search within Contacts with Scott. Emailed client with instructions on how to utilise this feature in order to find contacts that have not booked for current Program.45m
14 Apr 2022Report TroubleshootingInvestigated bug - utilising Dates in reports is non-functional. Debugged to find search was selected Date Creation field over Form Answer Date field which is the field users fill in for Date related questions. Amended Scripting. Performed Tests to confirm functionaliy. Tests now successfully returning records.1h 15m
14 Apr 2022TrainingZoom w/ Kylie Went through Reporting requirements and demonstrated How-To. Discovered potential bug with generating Reports using Date. Discussed issues of Mandatory address not displaying asterisk on Booking Form. Invoices displaying Trade name for reference. Discussed requirement for emailing Exhibitors who have not yet booked.1h
16 Mar 2022Client CommunicationsReviewed query regarding credit card payments and surcharges. Determined as potential future development. Emailed client with current resolution: use Item and manually add in surcharge amounts to requests.30m
15 Mar 2022General SupportImplemented script for UI purge. Scheduled to run at midnight.30m
10 Mar 2022General SupportAltering script to open all attachment files types. Existing script only opens PDF. Reviewed request for VISA surcharge to be added to invoice.30m
9 Mar 2022Web link on Applications15m
9 Mar 2022Client CommunicationsPC with client. Discussed recent develpment changes, Client advised web link does not work on applications eg clicking Murrumbateman Logo at end of application.30m
1 Mar 2022General SupportT&C formatting query - raised for Java updating to enable formatting in Web Direct.30m
28 Feb 2022General SupportRemoved option Joins15m
24 Feb 2022General SupportContinued debugging/script writing for package change issues occurring on booking form4h 30m
23 Feb 2022General SupportDebugging to enable customer to utilise site references for quantity calculations. Debugging Request Builder script. Client using packages, Options were not generating at desired times when a Package would be changed on the Request Form. Created new merge fields. Reviewed Customer generated communication templates for merge field use.7h
23 Feb 2022General SupportInvestigated displaying invoice address. Updated existing field, triggered update. Communicated to client re adding ABN to invoice30m
17 Feb 2022TrainingZoom with Kylie - Discussed emailed points, fixes in place and fixes to come. ACTIONS Req'd: Reporting - eg Hay Bales qty and what sites to go to Xibitor logo at the end of the Form - review if can put MFD logo Quantities calaculation for complimentary tickets Java update on server - to correct formatting of Intro page Enable Print/Pdf of invoicing for Kylie On Invoice - displays Lardner details URGENT Notes: Bookings to open 1st March1h 15m
14 Feb 2022TrainingForms, Comms Templates, Requests/Invoicing1h 15m
11 Feb 2022General SupportClient queries on form set up. 45m
9 Feb 2022Client CommunicationsEmailed re: recap on training. Included screenshots and instructions. Offered Interactive Map rates1h
9 Feb 2022TrainingZoom training with Kylie1h
8 Feb 2022Client CommunicationsConfirmed Zoom meeting with Tom15m