Contacts
active
Total logged
43h 45m
Uninvoiced
0h 0m
Entries
28
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 28 | 43h 45m |
Recent time entries
Last 28
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 14 Feb 2025 | Create Valuer Contact Type - Create jobs list filtered to only be able to see jobs for valuers - Create new job card with limited permission for valuers | Caleb Harvey | 3h 0m | invoiced |
| 6 Feb 2025 | Franchise Users - Finalise the franchise page and change permissions on the contact card to hide or remove access from certain fields for the franchise user | Caleb Harvey | 1h 30m | invoiced |
| 5 Feb 2025 | Franchisee - Start setup of new franchise user page and set up the user in the system | Caleb Harvey | 2h 15m | invoiced |
| 5 Feb 2025 | Meeting Requests - Add new section in marketing for meeting requests | Caleb Harvey | 0h 45m | invoiced |
| 4 Feb 2025 | Feedback - Contact call list scripted to clear every night - Changes to valuations based on feedback from Dan/Theo | Caleb Harvey | 0h 30m | invoiced |
| 8 Jan 2025 | Contact Referral Page - Add sort option to sort the list by job number - Add a filter on to the paid date from and to to filter down between these dates - Ask for clarification on date filter methods, hidden until confirmed - Create a button to export the data into a pdf similar to the referral report pdf export and build into a communication - Copy parts of the script from referral report into new script step and rewrite to make it conform to requirements of the contact table - Check that pdf and com are successfully created - Awaiting date filter confirmation | Caleb Harvey | 2h 0m | invoiced |
| 17 Dec 2024 | Add Association Selection - Create a new table called association and add the relevant sent through information to the records - Add a nav for this table to the system settings page for Dan and Theo to access and add to - Create a new area in contact card to house this info - Add an id and info field for the table to the contact table - Make a popover window over the new field on to select multiple associations, make the info field list them all with commas separating - Add the same functionality to the new contact lookup job application form - Script in the information transferring through to the newly created, found contact - Success | Caleb Harvey | 2h 15m | invoiced |
| 11 Dec 2024 | Call List Generation - Change current process to take user to new page of generated contact list - main contact page stays unaffected - Create new contact call list page and build relationship from user ID to contact call list ID - When the generate button is hit, clear any existing generated contacts and generate a fresh set of 100 - Add job number to sort and sort by string which shows 1 million for blank contacts so they sort to the top | Caleb Harvey | 1h 30m | invoiced |
| 5 Dec 2024 | Contact Call List - Create a generate call list button on the contact page - When hit the script goes to the contact back end with the selected contacts and removes the director only contacts and no marketing contacts - Rest of set is sorted by oldest days since outbound - The script loops through contacts and sets a new field with the days since outbound number and the contact call list with the ID of the user who generated the list - The call list search field is then set with the User ID as well and the rest of the search fields are cleared - The only contacgts remaining are the 100 from the generated list - If the days field changes to the following day, the ID gets cleared out of the list - If another user generates the list, the contacts already in a list are filtered out of their generation - Added a remove call list button to clear the users ID out of all associated contacts call list and show all contacts again | Caleb Harvey | 2h 45m | invoiced |
| 3 Dec 2024 | Marketing Page Changes - Change the view of the marketing page to the right hand side contact table view - When accessing this table, perform a find to only find the contacts with marketing data - Show a sub-summary of the status of the marketing data - Create a new relationship to the contact with the most recent date being sorted to the top to pull through the latest record - Use this relationship off the contact to display the data to the user - Create a card contact window connection when the line of the contact is clicked on - Coming through to the marketing page bring a global ID variable of the UI window on left hand side - Once card is open perform find for the UI and then select the contact ID - The user can edit the marketing data here - Add a field to track sent date and have it calculate today's date if not empty and status equals sent - Use the date oldest sent to the top as the secondary sort in this list - Have the list of sent marketing contacts turn red if it has been 90 days or longer since the last marketing data was sent - Create a new menu item for marketing where all users can access this menu - Success | Caleb Harvey | 2h 30m | invoiced |
| 20 Nov 2024 | Marketing Updates - Added sub table to be able to add multiple entries in to the one request of what they are requesting e.g. brochures, stand etc - Created a calculation on the display field to be able to show this data separated by commas - Being able to easily add and remove date from the sub table and the display field auto updating as this happens - Success | Caleb Harvey | 1h 15m | invoiced |
| 20 Nov 2024 | Adding "*" to numbers - Create a new pop-over for the phone - Create a new list to apply to it using stars instead of hashes - Write a new hide case on the original pop-over to hide if user is Dan, Theo, Lorena or Simi - Duplicate this hide for the new pop-over and change values to hide for everyone but those user - Success | Caleb Harvey | 0h 45m | invoiced |
| 13 Nov 2024 | Marketing Table - Add in a new table to the database called contact marketing - Add in a relationship from this table to the contact - Use this relationship to display the records on the resized contact card - Add in a few fields (Brochures, Stands) until all fields have been received by Dan - Show the time request made - Add a pop-over in to view all data and add to it | Caleb Harvey | 1h 45m | invoiced |
| 13 Nov 2024 | Meeting Locations Table - Add in a new table to the database called meeting locations - Add in a relationship from meeting locations to the contact - Use this relationship to display the records on the resized contact card - Add in the required fields as requested - Make the existing marketing field data translate through to the table - Have the table store all data in this old field for search ability from the list screen | Caleb Harvey | 1h 0m | invoiced |
| 13 Nov 2024 | Contact Card Additions - Resize the contact card in order to make room for new fields - Move fields around and go through to the secondary slides to ensure they fit on the screen correctly as well - Resize the communication card so jumping between the two doesn't require a page resize | Caleb Harvey | 0h 45m | invoiced |
| 10 Sept 2024 | TDA Referrer Page and Sorting - After the Job # field add a field to the right called ‘Client Name’ and add the clients first and last name in there - Add a new field called ‘Property Address’ and add in the property address - Add a Job Status field to the right of the ‘Date Created’ field - Be able to filter on this field in chronological order - Add a Job Status Date field which picks up on the date that job was put into that status - After the Job Fee field add in ‘Date Paid’ field and add the date in here that it was paid - After the Referral Fee Field, add in a ‘Referral Fee date Paid’ field and add the date the referral fee was paid - Be able to sort on this field - Added a button popover with 3 sort options to sort by date created, job status date and job referrer fee paid date | Caleb Harvey | 1h 30m | invoiced |
| 2 Sept 2024 | Days Since Outbound Call - Create a new field on the contact table - Set the correct case to this field to show the last outbound phone - Create dependant relationships in the back end - Make a STRING field to show the right sort for the search field - Update all contacts in the system for this new field - Add search and STRING into relationship for contact navigation - Add the column and fields onto the contact screen - Ensure the fields are included in the clear field cases - Success | Caleb Harvey | 3h 0m | invoiced |
| 13 May 2024 | Adding Invoice and Communication Responsibility to Jobs - Add the tick options on the contact card to mark as receiving job invoice and communication responsibility - Create the same fields on the contact job join table - If the referrer has these tick options enabled on their profile, make them come through into the contact job join line on new jobs - Create a new field on the jobs table to hold the "Owner Assigned" ID - Set this to default to the ID inside the job owner field - If the communication responsibility is marked on any of the job contacts, their contact ID will override the owner assigned field - Set the owner assigned field to now be the main decider of the owner assigned emails in the script - For the job invoice selected job contact, create a new relationship to job as the contact assigned invoice - This field follows the same standard as the owner assigned field but with the job invoice tick option - Make the contact stated on the job invoice to be relevant to the this new relationship so it will always show the owner or assigned job invoice owner - Success | Caleb Harvey | 4h 0m | invoiced |
| 4 Mar 2024 | Add Search option for Days Since Contact - Create a new search field for number and number string - Create a string field on the days since contact field against each contact - Update every contact to pull through the data - Set the relationship for the NAV Contact to search for any days since contact larger than the number entered in the search, otherwise if no search equal to -1 so all contact appear | Caleb Harvey | 0h 30m | invoiced |
| 23 Feb 2024 | Merge Function - Set the current selected contact iD into a variable and close the window - Show a contact list of all staff to choose who to merge into - perform a server script to begin the merge - Replace all contact join contact IDs from old to new ID and update the records - Do this on the following tables: Job, Contact Job, Communication, Communication Join, Adress - After these replacements, go to the new contact and set all fields to equal the merge field if empty or stay the same if not empty - Several data fields such as notes contain the data form both contacts merged together separated with a comma - Save the new contacts ID into the old contacts ID Merged field and mark the old contact as inactive Web Forms - Go to the step in the web form that searches for a contact ID and if there is any data in that contacts Merge ID field it will use that as the contact to find as this one is now inactive and merged - This will ensure the links form old web forms will stay the same regardless of which of the two contacts it was generated from | Caleb Harvey | 2h 0m | invoiced |
| 1 Feb 2024 | Add marketing button to search screen - Create a new field to store the no marketing STRING in contacts table - Create a new search STRING - Link these two fields up in the relationships - When checked all contacts that can have marketing sent to them will be displayed in the list | Caleb Harvey | 0h 45m | invoiced |
| 10 Nov 2023 | Adding multiple contact numbers into search and subbing out spaces - Create a new field in the contact table - Substitute the list of all associated phone into values separated by a comma to have a better display view - Link the STRING field to this new field to list out all the attached numbers connected to the contact - Create a new search field in the #Menu Register table that substitutes any spaces for non spaces in its string field - Link these to fields together in the search-contact connection in the back end - Add this new search field where the number column is and update all contacts to correctly pull through the new data - Testing with success | Caleb Harvey | 0h 45m | invoiced |
| 30 Oct 2023 | Importing Contacts for SA, VIC and TAS - Create UUID's for all contacts to be imported - Creating a relationship matching first and last name from contact to contact - Adding a field from this relationship into the contact layout - Performing a find to see if there are any duplicates with the new relationship - Deleting the duplicates - Importing address, email and phone details - Updating all new records - Deleting join tables that were imported to no contact due to duplicates | Caleb Harvey | 1h 0m | invoiced |
| 19 Oct 2023 | Contact Import - Dans List 2023-10-18 - Reformatting all tabs into one excel sheet - Creating a unique ID for all contacts - Importing all contact data first - Importing address data - Importing Phone and Email Data | Caleb Harvey | 0h 45m | invoiced |
| 1 Sept 2023 | Importing 5 Contact Sheets and a Job Sheet into TDA after formatting spreadsheets to be ready for importation | Caleb Harvey | 2h 0m | invoiced |
| 16 June 2023 | - Add contact director and rm field to the search options in contact list - add clear search buttons to clear the fields when clicked on - create string fields for the 2 new search fields - join up the string field with the search string field in the back end - add found counter down bottom of list to display how many contacts are in the found set | Caleb Harvey | 0h 45m | invoiced |
| 16 June 2023 | - Import 289 Contacts into TDA with their contact details, phone numbers, e-mails and addresses. - Manually import the "Other" contact types as system cannot do this | Caleb Harvey | 1h 45m | invoiced |
| 9 June 2023 | Address Filter - Add filter into the contact address search as it broke due to a previous fix - search for all characters so only a few can be put in and it still finds the correct value - Update clear buttons to clear the correct address fields | Caleb Harvey | 0h 30m | invoiced |
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