Communications
active
Total logged
82h 15m
Uninvoiced
0h 0m
Entries
39
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 39 | 82h 15m |
Recent time entries
Last 30
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 7 July 2025 | Template Formula - Investigation with the communication templates pulling through wrong formula - Providing alternate approaches to the formula structure to get desired output | Caleb Harvey | 0h 45m | invoiced |
| 19 May 2025 | Generate MRF Attachments - Loop through all communications associated to the MRF communication template and apply the template attachments to them - Ensure function worked correct - Success | Caleb Harvey | 2h 30m | invoiced |
| 8 Apr 2025 | Communication Templates Updating communication template changes from Kate through to reflect existing tasks | Caleb Harvey | 1h 30m | invoiced |
| 15 Jan 2025 | Reminder Emails - Create a new card layout that has basic reminder type fields on there - Create a new script step opening this card window and generating a new communication - On the communication auto mark the sender as the current user and the recipient as the task manager - Add the portal hidden behind recipient to the card and filter so it acts the same as the recipient area on normal com card - Upon submitting the reminder, mark the status as "Reminder" and close the window - Create a daily script process to perform a find for all statuses with "Reminder" that have their due date on the morning of the script being run at 3am - Test send an email to myself to ensure it will complete correctly - Success - Awaiting morning results to see if daily is correct | Caleb Harvey | 4h 0m | invoiced |
| 7 Jan 2025 | Email Generation Issues - Emails not generating on the active client tasks correctly - Check through the script to ensure nothing is blocking the generation - Test create coms using the function to see what comes through - Nothing generated meaning the communication exists - Found multiple emails with no user assigned therefore not showing correctly on com portal - Removed faulty coms and found step in script to assign user - Rewriting the calulation to ensure there will always be a user assigned by using the task or tenement or client manager as backups - Re-ran the generation script to see all emails generating successfully for the correct due dates - Success | Caleb Harvey | 4h 15m | invoiced |
| 20 Dec 2024 | Communication Subject Issues - Updated the calculation on the communication subject and body to stay if the communication has been sent - went through all communications and ensured subject and body referencing current date were rest to reference their sent date - Complete | Caleb Harvey | 1h 30m | invoiced |
| 19 Dec 2024 | Communication Active - Hide communications after 1 week - Have a view archived button to see historical data - Script in the calculation for the field and add in to the relationship - Success | Caleb Harvey | 1h 30m | invoiced |
| 19 Dec 2024 | Add State to Communications - Create a new field on communication table to pull through the state from the template - Update all communications - Display this new field in a pop-over on the communication page under the state heading - Success | Caleb Harvey | 0h 30m | invoiced |
| 19 Dec 2024 | Email Issues with Cait - Check to see why error is throwing on communication - Case in place to not allow sending if task is complete - Un-complete tasks and resend, then re-complete them - Success | Caleb Harvey | 0h 30m | invoiced |
| 18 Dec 2024 | Communication Recipients on Template - Add new area to the com template section to house the recipients - Add a plus button and write a new function to add a communication join record and link it to the template - Create new relationships from this to store data and display in a portal - Test this function with success - Create a new script step for the communication creation that first prompts the user to pick from a template - Afterwards, if their are contacts linked to the template, loop through and duplicate the communication join records while changing the linking ID to the new communication ID - Select the newly created communication and update all join records and itself - Successfully generated the template contacts into the new communication | Caleb Harvey | 3h 30m | invoiced |
| 13 Dec 2024 | Template Formula for Admin Reminders - Create new fields on the communication template to hold the field, calculation and assigned recipient - Create a new contact called Admin and add in the amets admin email - Assign this user to a new communication template - Mark the template as active and check the contact formula button - Add in the name of the field for the script to search - Add in the formula for what the field should be equal to, In this case 1 month from today - Create a new script step in the new communication script that will handle these fields - It first finds all the active templates marked with contact formula - Then it will loop through these and go to contact page and perform the find as expressed in the template fields - If any users are found, it will loop through these contacts and generate a communication linking to the template - Assign the recipient as the contact ID in the assign field on the template, in this case Admin - Exit loop once looped through all contacts and perform the same step on the next template if any and exit that loop when all templates complete for today - Create a new merge field to bring through the linked client name if the recipient is not the associated client - Add 1 month from today to littleman contact due date of renewal - Test the generation to see it working successfully | Caleb Harvey | 5h 30m | invoiced |
| 26 Nov 2024 | Generate Contact Tags from Mass Communication - Duplicate the process the auto task communications use to build the communications and link them to the tagged contacts of a client - Change the relationship with the task and build a new relationship to the contact join tag table to show the tags against the correct client details - Link the client as the email client without having them as the recipient necessarily - When looping through tags, only apply ones relevant to the selected state - Communicate back and forth with Kate to make work correctly - Success | Caleb Harvey | 5h 0m | invoiced |
| 30 July 2024 | Scripting in html tables to the communications - First test by creating a new calculation field on the tenements to store the table rows with the tenement number and rent amount - With this calculation, list all the related tenements to the communication - Add a substitution to the existing html web viewer looking for a merge field ..Table.Tenement.Rent... - Substitute the lines to start a new table and add the headers of each row - list the new calculation field and close the table - Load the substituted html into the web viewer to test results - Successfully showing the table - Apply a new css item to format the table into a more professional look - Add this new substitution as a step in the communication sending script and send a test email to myself - Table has come through with no issues - Apply the same process to the other two listed types: rent, tenement and admin; rent NEXT, tenement and admin - Ensure all three options are working correctly - Success | Caleb Harvey | 4h 0m | invoiced |
| 30 July 2024 | Applying different postal addresses to communication signature based on state - Create a new case in the substitution step for the email signature to substitute out an address merge field in the block for an address - Build the case with the parameters supplied by Kate - Add the merge field into the signature block rather than the hard coded address - Test with success | Caleb Harvey | 1h 15m | invoiced |
| 30 July 2024 | Create a web viewer showing what the email will look like with html - Add a tab onto the communication card with view and edit as the two headings - On the edit tab, keep the current subject and body - On the view tab, create a new web viewer - Take the substitution from the communication sending script and build html tags around it to correctly become an html document and apply this to a calculation field on the communication - Load this calculation field into the web viewer - Success | Caleb Harvey | 3h 15m | invoiced |
| 19 July 2024 | Tenement, Rent and Admin Fee Merge Field in Communications - Copy the process of the current listed tenement number and rents into a new calculation field on the tenement table - Add the admin fee as a third listed element in this calculation field - Copy the merge field for the tenement and rent amount - Change the listed relation to use the new calculation field and rename to suit - Test adding this to a template and loading it into a communicaiton with success | Caleb Harvey | 1h 0m | invoiced |
| 8 July 2024 | Add a refresh recipient button to Communications - Add in a button to hit above the recipients portal on the communications - Link to a script step that goes through and looks for any contact tags against the client of the communication that aren't already linked to the email - Add these contacts against the communication as recipients - This step means when communications are generated with noone to send to, the tags can be fixed and the communication can be updated to bring them through correctly - Success | Caleb Harvey | 2h 0m | invoiced |
| 8 July 2024 | Communication Generation Update - Change the find on the communications to find all tasks due within the search period rather than just on the search date due - Loop these tasks separately so they create different groups of communications where the tasks all due on the same day will fall within the same communication - This allows there to be multiple communications with different due dates but the same client - Test with success | Caleb Harvey | 3h 0m | invoiced |
| 7 June 2024 | Adding new Template Fields - Creating a new merge field to pull through the data for next years rent - Creating a new field on the application table similar to the field listing tenement number and rent amount but using next years rent instead - Adding this field to a new merge field as well - Testing both fields against a test communication to myself - Success | Caleb Harvey | 1h 15m | invoiced |
| 31 May 2024 | Communication Refresh from Template - Creating a new server script to go through all current drafts of a related template and refresh them if the user hits a button - Send through the ID of the template as a parameter - Set the application date field so it is relevant for current date - go to the communication layout and perform a find for all draft communications with the ID of the template as its template - if any are found, update their contents to refresh and pull through the template data - Success | Caleb Harvey | 0h 45m | invoiced |
| 30 Apr 2024 | Turn on NT Communications - Go to the script for the everyday communication creation - In the find add the templates marked as NT into the search - Where the user is defined as the email sender, change to a case where SA and VIC stay against the users previously defined, but other states (NT) will pull through the linked tenement manager as the email sender/owner - Success | Caleb Harvey | 1h 15m | invoiced |
| 18 Apr 2024 | Generating Communications - Investigating why no comms were coming in and finding an issue with the current date selection process in the find script - Finding all communications between their due date and today that were missed and running through and creating communications for all of them by looping through the dates and communication templates - Switching on the date search back to normal for all future tasks to come through in communications correctly | Caleb Harvey | 1h 0m | invoiced |
| 7 Mar 2024 | Set Up Before Meeting - Go through the script to where the user is set for the communications - Force the user sending the emails to be sent from Belinda Ingrams contact ID - Find the due date the tasks for Vic reports are on and change the template to match the amount of days until this date - Run the report template and check to see that all emails have been created successfully with Belinda being the owner - Noted the contacts are still not pulling in correctly from the tags - Checked the script step that pulled through the tags and updated the formula loop that sets them to include a count variable rest with each loop - Deleted the new communications and run again to see everything coming in successfully ready to go through during the meeting | Caleb Harvey | 2h 0m | invoiced |
| 6 Mar 2024 | Pull Through Correct Tag Data Into Communications - Duplicate the communication create step into the new auto com script as a second parameter - Point to this step when looping through the found contact account list - Once the info is sent through the script, create a new communication and set the client ID into the newly created client ID field - Loop through the relational task and tenement list to attach all communication join through to the communication - Use the list of contact recipient ID's to loop through and find the tag record, set the type, email and contact ID into variables and create a contact communication join record setting all these variables correctly - Once the loop has complete, set the communication update field to 1 and commit the record - Loop through this creation step for every client found in today's due emails - Perform thorough testing to ensure all tag records have pulled through correctly - Substitute "N/A" or blank to "To" as the type of recipient | Caleb Harvey | 3h 30m | invoiced |
| 29 Feb 2024 | Bring Attachment through from Templates - When an email is created off the template, check if there are any attachments on the template - If there are, go to the list of attachments associated to the template and store the new communication ID in a variable - Loop through the templates attachments and duplicate them and assign the ID variable to the new duplicates - Run the template script and check to see that the attachments now show on the new communications and the ones linked to the template are'nt interfered with | Caleb Harvey | 1h 15m | invoiced |
| 28 Feb 2024 | Call with Anita going over the new communication ability added and listing what is left to do for communication templates | Caleb Harvey | 1h 15m | invoiced |
| 28 Feb 2024 | Merge Tasks Into one Communication for the Same Client - In the communication create script, go to the step where the list variables are created - Before looping through the tasks due on the communication template due date, sort the tasks by client - When looping through the tasks store the client ID then the task ID and if the next loop is still the same client ID, add the task ID onto the end of the current line separated by "§" characters - If the next line is a new client, add a new line to the listed variable - When creating the communications, loop through the variable list and send each line as a script parameter on a server script - In the new script, set this variable line as a new variable separating the "§" for new lines - Set the first value as the client and all the values after add into the relational ID field to store all the tasks into the one communication - Test send an email template that can display multiple tasks within the one message by forcing the due date onto a test task to match up with the template - When the script has run, check the communication and send it to myself - Task has successfully added the multiple tasks to the one message and sent successfully | Caleb Harvey | 2h 0m | invoiced |
| 28 Feb 2024 | Task Window Showing Back End - Try to replicate the issues happening where the task window is showing the back end when completing a task - Unable to replicate - Make contact with Caroline through Anita to see at exactly which point the screen as changing and if she is able to replicate it - Go through the script debugger for the task window process to see if there is any steps where it could get caught up | Caleb Harvey | 1h 0m | invoiced |
| 22 Feb 2024 | Change the current date merge variable to YYYYMMDD - Create a formula to get the current year & the current month & the current day and merge them into one string variable - Take this variable and apply it to the current date merge field on the communication merge field section - Test this new merge field on a test communication to ensure it creates it correctly and sends it correctly - Success | Caleb Harvey | 0h 30m | invoiced |
| 22 Feb 2024 | Add listed tenement and rent merge field - Go to a tenement in the back and open the data viewer to create a formula - Narrow down any found least of 2 tenements - Create a formula to store the list of the tenement number and the list of the rent in two separate let variables - Loop through these list and add them to a new variable going through each line of the two variables and adding them together separated by a ":" - Store the rent amount as a dollar value using the currency function - Take this new listed formula and apply it to a merge field - Change this merge field into the communication template requiring the list and test the email - Success | Caleb Harvey | 2h 0m | invoiced |
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