Projects/Tax Depreciation Australia Pty Ltd (TDA)

Communications

active
Total logged
31h 0m
Uninvoiced
0h 0m
Entries
15
Invoices
0
Time by team member
Team memberEntriesHours
Caleb Harvey1531h 0m
Recent time entries
Last 15
DateDescriptionWhoDurationStatus
21 July 2025Finalising New Mass Comm SystemCaleb Harvey4h 0minvoiced
18 July 2025New Mass Comms SystemCaleb Harvey8h 0minvoiced
4 Apr 2025New IP Address - Creating a scripting process for IP address to be selected where the new domain can be utilised - Warming up the domain with the option for User to assign domain from account - SuccessCaleb Harvey2h 30minvoiced
1 Apr 2025New IP Address - Check urgent information email issues - Change all names to user names rather than TP, WF, etc - Setup Second Domain, add into TDA, add IP address to domain, create new sendgrid api key and add into system, test send mail and proceed with warmupCaleb Harvey3h 0minvoiced
6 Jan 2025Auto Coms Sent when Inactive - Navigated to job with issue - Followed the process to see why the email had not been removed - Manual creation field was marked as 1 - Went through script and ensured this field was cleared upon duplication of the communication - Found any other jobs with similar issue and removed the auto tasks pending - SuccessCaleb Harvey0h 30minvoiced
26 Aug 2024TDA - Upload photos to server - Method on creation of attachments to upload them onto the server and save them as the record ID name of the image - When the email is subbing out the correct data, change the source of the image to the the url of the server display instead of encoding the image into the email and making it too heavy - Success Caleb Harvey1h 0minvoiced
14 Aug 2024TDA - HTML Viewer - New HTML viewer to be able to view how the communications will look in the email by bringing in the relevant html - Creating a tab system on the email viewer to tab across to a "Preview" screen with the first screen being "Edit" - Injecting this html variable into the web viewer when tabbing through to the "Preview" screen so this data does not have to store in a field - Adding additional step s to allow for a view of the new image template methodCaleb Harvey3h 30minvoiced
2 Aug 2024TDA Email Signatures - Assigning the email to either the WF's or Rm's based on communication template - Creating a new file don the template to house who the email is going to be assigned to - Updating the case on the communication email field to pull through the correct email based on the template and who is assigned on the job as the WF or RM - Updating the communication signatures with the relevant details and either "Relationship Manager" or "Workflow Co-ordinator" as the sign off if relevantCaleb Harvey3h 30minvoiced
30 July 2024Referral Emails and Active Communication Button - Seeing that the communications still generate when changing status even if active communications is switched off - Some emails get deleted at the minute script but the sms prefilled messages remain - Add a search for the sms emails into this deletioin process - Stop the emails from generating if the Communication checkbox is not active - For referral emails, make them generate when the user: - adds a new contact into a job contact section that is marked as referrer - checks the referrer checkbox on the job contact area - changes to the quote status with a referrer already in the job - Test all sections of this with success - Include the referrer email into the deletion step if communications are not activeCaleb Harvey1h 30minvoiced
29 July 2024Adding recipient to email speed - Create a new lookup layout to test speed increase with - Create 3 search fields for name first and last and job number as this is a simple contact search - Add two new script parameters to fill the job number search field when adding a recipient from job - This can be removed if the contact is not within the job - Add a search button similar to the contacts page that only searches for contacts after being pressed - Successfully loading the contact lookup with a largely increased speedCaleb Harvey1h 0minvoiced
27 June 2024TDA Separating mass com send from normal coms - Creating a new script schedule with "Mass" parameter - Creating a case in the server minute script to find all mass emails if the "Mass" parameter exists, otherwise find all non-mass emails - Now with two different calls the day to day traffic won't be stopped by the mass emails runningCaleb Harvey0h 30minvoiced
14 June 2024TDA - Fix Coms Deleting - Create a manual creation action field on the communication table - When an email is manually made, set this manually created field to 1 - Change the search for deletion on the minute script to exclude these manual communications from the deletion search - SuccessCaleb Harvey0h 15minvoiced
13 June 2024Communication Events - Creating a calculation action field on completed emails to mark as 1 if there are any delivered events or 0 if there aren’t any - Using this relationship calculation on the job communications list to set a conditional format to turn purple - Format looks like if the type is email, it is completed, it’s action calc is marked as 0, it’s sent date has been over a day to allow for email to be delivered - Testing to ensure format has only applied to correct emails - SuccessCaleb Harvey0h 45minvoiced
2 Apr 2024Auto Emails Sending with $0 in Subject - Duplicate the additional steps for the body into the subject field - Test with successCaleb Harvey0h 15minvoiced
2 Apr 2024Auto Emails Sending with $0 Job Fee - Go into a test job and change to quote status - See that the emails have $0 as the job fee amount if the quoted fee has been added after the emails have been created - Because they are Approved mode they are not set to be updated - Add a line to the case in the body field of the communications table to calculate the body and update if the communication is approved and the template is an auto-send template - Retest again with successCaleb Harvey0h 45minvoiced
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