Customer Request Form
active
Total logged
15h 30m
Uninvoiced
0h 0m
Entries
6
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 6 | 15h 30m |
Recent time entries
Last 6
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 10 May 2023 | RFI Form - Create Layout for RFI Form - Create Tables for RFI Form and RFI Contacts - Link Contact Job Join Table to the Web form to display contacts already listed in the job - Show missing contact types in the job and blank detail fields to be filled out by the customer - Have submit button to mark form as Actioned by customer - Script button to open form in jobs and only appears once form has been submitted by customer - Add logic to communication templates to include Link to RFI Form in the email at Converted Job status stage | Caleb Harvey | 2h 30m | invoiced |
| 8 May 2023 | Allow Web Requests Selected to Create Jobs - Code The add button to create a new job and fill in the correlating data - Allow for multiple addresses to the one owner to create multiple jobs linked together - Clear request form from the list after it has successfully created jobs - Highlight "Customer Requests" in Job listing page | Caleb Harvey | 2h 30m | invoiced |
| 8 May 2023 | Integrate Forms Into New Menu Item "Web Requests" - Create WEB Request Menu Item - Create Table instance in back end to view Web Requests - Create portal on Web Requests layout to display all data from un-actioned forms - Add address counter to display amount of address in each request - Add date field to show when request were made - Change Background Image of WEB Form | Caleb Harvey | 2h 30m | invoiced |
| 4 May 2023 | Make Form Online - Create permissions for new "User" to handle online webforms - Send data through link to store the referrer - Script Jobs to add Referrer into the contacts under the "Contact Type" they are stored in the system as - Tick the referrer checkbox in this contact in jobs | Caleb Harvey | 2h 0m | invoiced |
| 4 May 2023 | Functionality - Script button to take all fields and create a new job - After creating a new job it stores the address fields into the address fields in Job - Customer details are stored in the owner type fields in the job but do not create a new contact - Job stage is listed as "Customer Request" for User to change to "Quote" and make the Owner into a contact | Caleb Harvey | 4h 0m | invoiced |
| 4 May 2023 | Build the Form - Create a new table to store the forms - Create fields to store: Owners Name, Phone Number, Email Address, Property Address Fields, Property Type and a Message field - Add Submit button - Add TDA Background image sent - Make all data centre in the screen and stay the same size if window size is changed | Caleb Harvey | 2h 0m | invoiced |
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