Communication Templates
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11h 0m
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Entries
8
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Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 8 | 11h 0m |
Recent time entries
Last 8
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 15 May 2025 | Communication Template Attachments - Add portal to template layout to house any attachments to auto create on communications - When a comm is added or a template is selected to an existing comm, if there is any associated attachment, duplicate and assign to the current comm - Success | Caleb Harvey | 2h 15m | invoiced |
| 15 Jan 2025 | Thanking Referrer change to DF and TM and add franchisee type Email Changes and Contact Type - Adding a new field to the template table to mark certain communications as business email - Searching for this new field in the calculation and applying the short formed email calculation to them - Adding in new contact type "Franchisee" to the database and settings the sort to not show on the RFI - Success | Caleb Harvey | 0h 30m | invoiced |
| 9 Jan 2025 | Bring through changes to Com Templates - Copy the require data from com table into live database - Copy through layout for com templates - Mark all required TD templates - Duplicate these and mark as Val templates for Dan to go through and edit - Create a filter on the communication template selector to select between val or TD job type - Success | Caleb Harvey | 0h 45m | invoiced |
| 23 July 2024 | Duplicate attachments issue in tenements - Creating an html file on the server to do an oData lookup of any data sent through the url parameters - Applying this file to a web viewer in Depot that is sitting on the duplication script lookup - Feeding the web viewer with the right oData link to filter the lsit to the tenements in the current state - Change the ag-grid search option to show floating fields where the user can type above each column, tenement number and tenement type - Set the file to multi select the lookup fields when necessary - After continuing the script, run the javascript function to get all _IDs and run the duplication scrip tagainst those tenement _ID's - Success | Caleb Harvey | 4h 0m | invoiced |
| 16 July 2024 | Sending Birthday Emails - Create a script process to find any contacts with birthdays tomorrow - Loop through the list of found contacts if any - For each contact, create a new communication using the birthday email template and send it from either dan or theo depending on contact location - Set the communications as approved to be sent by server - Update all contacts in the found set - Link the scrip tup to a server run daily step at 2PM - Test with success | Caleb Harvey | 1h 0m | invoiced |
| 5 Mar 2024 | Recurring Emails - Create a new calculation field on the communication table that pull through if the repeat formula is active or not - Add a case to the communication send script to find all emails where the template repeat formula is no longer met and delete the emails - If the email is sent and the repeat formula is still met, duplicate the communication after completion and clear all the send grid related fields - Set the ID as a new unique ID - Replace the field contents of the communication Join table to include both IDs of the communications so the contacts pull through to the duplicate - Set the field of the status to approved to ensure any auto draft status is overwritten - Update all communications in the found set | Caleb Harvey | 1h 0m | invoiced |
| 5 Mar 2024 | Auto Send Quote Email - Using the new due time field on the communication template and the due date field, create a new field on the approved communication that calculates whether the communication can be sent this minute of this day or if it should be filtered out of the send list - If filtered out the email won't send until it reaches the day and time specified - If the auto approve is not checked on the template, the email will not filter out of the send list Test this with a test job sending emails to myself and ensure the email only sends at the specified time - Success | Caleb Harvey | 1h 0m | invoiced |
| 4 Mar 2024 | Creating New Information on Communication Templates Page - Create two new variables to store if the email repeats or not and if it auto changes to a status of approved - Make the window larger to allow for more fields - Move all the current checkboxes in line to better organise them on the page and add a new one to auto set this email as approved - Under the days section, add a new field with the header repeat formula where the formula for when the repeat will stop can be stored - Just above this field add a checkbox to enable/disable recursion on the template - When the checkbox has been ticked, allow the user to enter into the formula field, otherwise it remains null input | Caleb Harvey | 0h 30m | invoiced |
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