Bugs/Additions
active
Total logged
40h 15m
Uninvoiced
0h 0m
Entries
22
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 22 | 40h 15m |
Recent time entries
Last 22
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 24 Mar 2025 | Fixes - Conditional format on job card and webform for party fields not displaying correctly - Apply updates when data is entered in fields to refresh the conditional formatting - Urgent details webform not allowing entry - Ensure the fields are approved for access from webform type user - Address line coming through to job twice - Debug through script and ensure the address line is only getting set against address - Bug in variable to hold address line twice - Fixed with success | Caleb Harvey | 1h 0m | invoiced |
| 21 Mar 2025 | Work from 20-21/3/2025 - Add reliant and instructing party to valuation rfi forms - Add a new page to handle the form - Hide the next button until forms are filled out - Create a new relationship to reliant and instructing party if the user doesn't select same as owner - Make the fields required red until the criteria is met to continue to the next page - Make the reliant and instructing party fields visible on the valuation job card to the valuers - Update invoices and receipts to show as tda valuations if the job is a valuation - Change the status list for valuations one final time based on email from Dan - If the jobs fall within ready for production of valuer status more than one time make the job turn red on the job list and valuer job list to flag status change for a second time - Success | Caleb Harvey | 5h 0m | invoiced |
| 21 Nov 2024 | Import the HTML code for TDA XMAS Logo | Caleb Harvey | 0h 30m | invoiced |
| 15 Nov 2024 | Issues with Job Status - Job statuses with "-" symbol or "–" were not showing correctly - Went through system and configured to change all to a standardised dash - Success | Caleb Harvey | 1h 0m | invoiced |
| 1 Nov 2024 | Email defaults and manual creation defaulting to Theo or Dan - Manually created emails defaulted to Dan or Theo based on the state formula - Updated this process for manually created communications to now pull through from the contact creating them - Success | Caleb Harvey | 0h 45m | invoiced |
| 17 Oct 2024 | Small System Additions from Time off - ‘marketing’ and ‘Lorena’ access to the Communication Template - ‘Inspection Type’ and ‘Express Type’ fields available to all users - add new phone details, short code is #59 and the new number is 0491136881 | Caleb Harvey | 1h 0m | invoiced |
| 11 July 2024 | Tasks not displaying on Job correctly | Caleb Harvey | 0h 30m | invoiced |
| 8 July 2024 | Add Workflow Coordinator Search - Create Search type 3 and string field on #menu reg and update it - Create a string field on the job for the workflow ID and update - Add new column and search option to right of RO on jobs list screen - Join the relationship between the string field on search and job to filter the Worflow coordinator - Success | Caleb Harvey | 0h 15m | invoiced |
| 21 June 2024 | - Check lost job in the backups to see when it occurred and liaise with Dan on the situation - Hide phone for contact director or marketing contacts so the drop down does not appear - Add a new section into the RFI Review Task creation script to ensure the due date is set for today rather than being set blank - Allow address entry on jobs screen from all users at all times - Create a new search on the job list for the status date to show in a drop down where the users can select from a list (etc "Today", "Last Week") and the dates are automatically input into the search - Create a drop down on the job status area to be able to select multiple statuses in the search list - Create a search above the paid area to search for payment status as incomplete or complete for filtering | Caleb Harvey | 3h 45m | invoiced |
| 19 June 2024 | Deleted jobs restoration and tracking | Caleb Harvey | 2h 0m | invoiced |
| 26 Apr 2024 | Finishing Email List - Added the hide case to the first owner field correctly to hide when property is built or non-residential - Change referral program wording to reflect monthly payments - Go to merge table and add a new merge field called terms and conditions - Go to the communication script and on the send script step substitute the new merge field with the link to the terms and conditions and substitute in a label - Randomise Job number, create a new table to house the job number and add two fields, one for the job number match and one for generation - Create a new field in the jobs table to house the current job number and continue moving up sequentially - Use this field to match with the new table - Create randomised job numbers up to 99,999 in the new table and make the job number field in the jobs table match pull this number through on new jobs - Add a new step to the job status change field to thank the referrers with templates in the quote stage or a template in the converted and beyond stage - Create a new script step in the status change parameter in the job script to check if there is a referrer attached to the job - Then check if the status has been changed to customer request or quote and if so check if the template for that status has been sent before by this job - if not, create and send the communication thanking the referrer - If the job status is between converted and complete, send the other thanking referrer template if it has not been sent before in this job - Go through to all relevant existing jobs in the system and find areas where the thanking referrer emails may be sent from - Loop through these jobs and build and send the communications thanking the referrers - Change the colour of the conditional format for the error in communication to purple on the jobs screen - Add a new search option to the contact screen to eliminate director only contacts from the contact list - Create a new field in the contact table to be a string field of the director only field and a new field in the #Menu Register to house the check box selection - Update all contacts to pull through data to this string field and match up the field with the check box field in the back end to only find contacts without director only marked if the check box is ticked | Caleb Harvey | 5h 0m | invoiced |
| 23 Apr 2024 | RFI and Job Card Changes Email: 17/4/2024 - Sorting additions table on the job screen by date - Adding attachment container field to the job additions table - On the RFI form, add the new field to the additions portal along with a add button and remove button - Link the button to a script step that inserts a file if the add button is pressed and removes one if the remove button is pressed - Show\hide the buttons based on if the attachment field is empty or not - Add the same field and buttons onto the job details screen - Set the built or purchased field green if not empty and red if empty - Set the string field of each job for the quote status to also bring in the customer request status for searching purposes - Change the conditional format to green for when the client has entered data into the RFI form on the jobs list screen - Make the conditional format for the same job list area red if there are any communications that have a status in error - Update all pending payment jobs that don't currently contain the auto email to start sending the auto emails - Added in new ability to tick or untick if contacts have submitted there referral forms in the referrer report - Flag contacts as green if they have a complete job and are marked as referrer payment but haven't submitted their form - Change referral fee quarter in job card to month/year and update the field to follow suite - Make first owner field a yes no drop down - Add in pre 85 cc date prompt and show/hide actual cc date based if pre 85 or not - Remove whole site land value - Add script triggers onto the address fields to update all related communications when the fields have been saved/edited - Change the merge function when a contact email already exists to pull through the number, address and company of the contact job join line into the existing contact details when merging | Caleb Harvey | 4h 0m | invoiced |
| 2 Nov 2023 | Research and discussions around the Xero Implementation | Caleb Harvey | 1h 0m | invoiced |
| 31 Oct 2023 | Exploring Options to allow link once opened for application forms to be sent and opened using the redirected url - Create test autoform.html and hit that in the url - Add guest=1 into url to make it log into guest account and enable guest on TDA FMP - Hit the url and successfully open the application form - URL parameters stay apart from the guest=1 login - No way around it without making the file auto log in to guest account - Dan and Ant had a chat regarding options | Caleb Harvey | 1h 0m | invoiced |
| 3 Oct 2023 | Server Update to FMS 20.2 | Caleb Harvey | 0h 30m | invoiced |
| 20 Sept 2023 | Staff to add quotes while empty - In the job details page, change the settings of the hide on the enter field to only hide if the field contains data Sent Email's aren't showing the email - Change the if calculation to show as self if parameters aren't met Can't change email manually - Select the tick box to not replace current data on the email field so once the calculation applies it can be manually adjusted Email not defaulting based on job location just contact location - Set the formula for x to be equal to the job state if the email is linked to a job and the contact state if the email isn't linked to a job Job Information not bringing through when status changes - Ensuring the correct updates are triggered when the job status changes - Manually adding a communication with the same template which pulls through the job data - Narrowed to an issue with communications in review status - Added review to the body and subject calculations to calculate the field in review and draft mode | Caleb Harvey | 2h 0m | invoiced |
| 19 Sept 2023 | Default Sender for Communications - Change the calculation for INFO Email OWNER - Calculate the linked contacts state - If state is WA, SA, VIC, or TAS set the email to Theo's - All other states set email to Daniel's - Once the status is off draft, don't keep the same email selected Add Report Name option to the Request Form - Add in a new field to the web request table for report name - When the suer creates a job from web requests, set the job contacts report name for the owner to whatever the owner entered in their request form Wrong Owner name pulling through to job list screen - Update all job records which successfully pulled through the right name - Look through the script steps and add extra update and commit areas in the relevant section | Caleb Harvey | 1h 0m | invoiced |
| 18 Sept 2023 | Unable to open contact tasks - Look in back end at script to open contact tasks - Fix to close card and open new task card similar to the creation window - Once the task is exited the layout for contact card is stored in global variable - Use global variable to close the card and reopen the contact card with the same contact selected Allow staff to change RM field with audit log - Create generalised audit table with related ID - Created audit RM ID field which tracks the current value of the field and any changes - Created a script trigger by the RM FIeld being changed - Once the change takes place, commit the data which will update the audit field - Create a new audit record and save the contact ID against the relation - Use JSON to extract the audit data from the audit field and refresh it - store the new value and old value in their respective audit fields - Display this table in a relationship to the selected contact in a pop-over button above the RM Field - Show the account which created the change the time, and the new and old values Leaving contact card defaults to top of list - Save the portal row number that has been clicked on to enter the contact card in a global variable - When exiting card, go to the first row of the portal object then go to the specified row - Issues with this step on web direct so research was done on finding a solution - Adding some pause script steps for minimal seconds helped to resolve the issue as web direct has issues Phone Number searching requires spaces - Change the contact string for the mobile field to substitute all spaces for blanks and update all contact records - Test searching a mobile number -Issue resolved Send link and assist with FileMaker download | Caleb Harvey | 4h 0m | invoiced |
| 8 Sept 2023 | Adding an Ability to select amount of contacts to send mass com to - Created a new card layout with the contact. nav count displayed and two global dump fields - The user enters in the contacts they want the message to be sent to e.g. 100-200 out of 1000 contacts - There is a cancel button which closes the window and a create button which first checks if the numbers are within the bounds of being a correct calculation e.g. less than the total, from is smaller or equal to to, larger than 0 - The only change made to the mass communication script is the Contact ID list is now set with a while loop which takes the two numbers and loops through the from variable using the NthRecord of the contact. nav until from is = to to - The card then closes and the script continues to create mass coms for those contacts | Caleb Harvey | 1h 30m | invoiced |
| 7 Sept 2023 | Adding Mass Communications with Template - Changing the script step to open a card window with a newly created Template Layout - The script will create a blank template and set it as the selected template - The merge variables were added to the layout so the user can address each recipient directly - The user writes out their message and hits send - This performs the old mass communication server script of creating all the communications with a thread ID and using this template ID - Once the emails are completed it deletes the template and clears the template ID field - The send all and delete all buttons still work as expected - Hid the ability to exit or change minor things about the emails - added 2 arrow buttons and a global variable call in between - In the mass script I set a global Int variable to 1 and as the user hits up or down arrows it changes the variable - Each time the selected Communication gets changed to a NthRecord of the related thread ID relationship - these buttons are hidden for all other communication types - When the user either deletes or send the variable gets cleared and the card closes | Caleb Harvey | 3h 0m | invoiced |
| 7 Sept 2023 | Communications Refreshing to Template When Entering Manually - Script debugging the script trigger on the coms fields - Working fine on the local system - When testing on web direct the message would reverse back to the template when the user doesn't click out of the box before sending - I added a commit to the start of the submit button and it fixed the issue | Caleb Harvey | 0h 30m | invoiced |
| 31 Aug 2023 | - Make referral/charity box a drop down with the two options and allow to edit in browse mode - If the contact address is empty, don't show anyone in the director field. Keep current formula else. - Change name string fields in contact to search from as little as one letter - Hide the name button in job if there is no linked ID instead of name being empty. Empty names can now still be clicked on. - Change the layout for tasks to CARD ˇask in the script and run through the close window script to take us back to the contact window | Caleb Harvey | 1h 0m | invoiced |
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