Mapping Register

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12h 45m
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0h 0m
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3
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Time by team member
Team memberEntriesHours
Caleb Harvey312h 45m
Recent time entries
Last 3
DateDescriptionWhoDurationStatus
26 Mar 2025Mapping Formula Incorrect - Formula for next due on mapping tasks was incorrect - Create next formula that will run correctly and duplicate across to all monthly mapping tasks - Test with successCaleb Harvey2h 45minvoiced
23 Sept 2024IMPORT Contact Mapping - Create import table for contacts - Create relationships to match the names to existing contacts - For existing contact, loop through and create new email addresses and mark them as state mapping - If the state mapping email exists because it is a duplicated import with a different state, add the state to the existing record - For the contact not matched in the system, loop through and create new contacts, then create a new email address against them with the state mapping marked - Once again for duplicates just add the new state - Look through and ensure import was successfully done - Mark all contact with the new state mapping email as state mapping on the contact state mapping action field - Create an advanced search for state mapping email addresses as well as state mapping action fields marked against the contacts - Import SuccessfulCaleb Harvey5h 0minvoiced
9 Dec 2023Create Mapping Register - Duplicate the Reporting Register Layout and name it Mapping Register - Create a new field in the folder table to mark as 1 if mapping task or blank if not - Add the string of this field into the folder. nav relationship - Manually create a new report and add a mapping field onto this report - Now this report will be the main template for new reports on this layout - Report layout will only show tasks marked as a mapping task - Add a button onto the mapping layout to create a new mapping task - Create a new script step in the folder script to add a new task, mark it as mapping, and display the new task screen for the user to enter details - Make the due date equal to today's date but changeable so the task automatically displays in the mapping list - Test create new tasks and see them appearing in the list as well as appearing in the task page for others to seeCaleb Harvey5h 0minvoiced
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